TIP 025 : Deep Value Investing - w/ Tobias Carlisle (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 7 March 2015

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: What is Tobias’ book, “Deep Value” all about? Can we outperform the market with just a formula or a model? What is Tobias’ contrarian point of view about? How to determine when to sell stocks as derived from a model. Ask the Investors: Is there ever a time where a high P/E is justifiable for a value investor? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias’ Acquirer’s Multiple Webpage: AcquirersMultiple.com. Tobias’ book, Deep Value – Read reviews of this book. Tobias’ book, Quantitative Value – Read reviews of this book. Benjamin Graham’s book, Security Analysis – Read reviews of this book. Joel Greenblatt’s book, You Can Be a Stock Market Genius – Read reviews of this book. Joel Greenblatt’s book, The Little Book that Still Beats the Market – Read reviews of this book. Related episode: A rational approach to investing w/ Tobias Carlisle - MI126. Related episode: Current market conditions w/ Tobias Carlisle - TIP454. New to the show? Check out our We Study Billionaires Starter Packs. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our Favorite Apps and Services. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	This is episode 25 of the Investors Podcast.
0:04.0	Broadcasting from Bel Air, Maryland.
0:07.0	This is the Investors Podcast.
0:11.0	They'll read the books and summarize the lessons.
0:15.0	Don't test the waters. Tell you what it's called.
0:18.0	They'll give you actionable investing strategies.
0:21.0	Your host Preston Pish and St. Broderson.
0:25.0	All right. How's everybody doing today?
0:29.0	This is Preston Pish and I'm your host for the Investors Podcast.
0:32.0	And as usual, I'm a company by my co-host St. Broderson,
0:35.0	out in Denmark. And I'll tell you what folks, we are pumped today.
0:40.0	I'm excited for multiple reasons.
0:42.0	First of all, we've got a guest on the show that I'm very excited about.
0:46.0	Because this guy is probably one of the most intelligent people we run across in a long time.
0:52.0	We have Toby Carlau on our show.
0:55.0	And Toby is going to be talking to us about Deep Value,
0:58.0	which was a book that he wrote.
1:00.0	This book was published by Wiley Finance.
1:03.0	He also wrote another book called Quantitative Value.
1:06.0	And Toby has a really unique background because he's not only an expert in asset evaluation,
1:11.0	he's a former corporate advisory lawyer, which is pretty impressive in itself.
1:16.0	He worked on corporate mergers and acquisitions in a multitude of countries like China, Australia, Singapore, and many others.
	...

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