Tobias Carlisle – Deep Value (EP.54)
October 7, 2019

Tobias Carlisle from Acquirers Funds joins Phil for a conversation about value investing. Conversation highlights:

  • How Tobi discovered value investing
  • An overview of Tobi’s books, including Quantitative Value, Deep Value, Concentrated Investing and The Aquirer’s Multiple
  • The case for concentration and active share
  • Launching a strategy in an ETF versus a hedge fund or mutual fund
  • The cyclicality of value
  • “This time is different” arguments and if value still works

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