Tobias Carlisle On The Millennial Podcast

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This week Tobias had a chat with Robert Leonard at The Millennial Podcast. During the interview they discussed various stock market investing strategies, such as deep value, value investing, and quantitative value. They also explore what an Acquirer’s Multiple is, how to find and analyze individual companies to invest in, … Read More

Monster Compounder Heico Corp

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss monster compounder, Heico Corp. Here’s an excerpt from the episode: Tobias Carlisle: Should I take it away with Heico? Great article. So I was sort of talking about that a little bit last week that it’s … Read More

Jim Simons: Top 10 Holdings

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

7 ‘Red’ Questions To Uncover Value Traps

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In this episode of The Acquirer’s Podcast, Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Global Income. During the interview Simon discussed the seven ‘red’ questions his team asks to uncover value traps: Tobias Carlisle: … Read More

Aswath Damodaran: “If You Are A Believer In Value, As I Am, Good Value Investing Requires Creativity And Out-Of-The-Box Thinking”

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Aswath Damodaran has just released his latest data update titled – Data Update 2 for 2020: Retrospective on a Disruptive Decade, in which he provides some extensive analysis on the last decade, and some advice for value investors saying: I believe that good value investing requires creativity and out-of-the-box thinking, … Read More

(Ep.50) The Acquirers Podcast: Simon Adler – Recovery Value – Deep Value With Schroders Global Value Recovery And Global Income

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 In this episode of The Acquirer’s Podcast Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team., where he manages two funds, Global Recovery and Global Income. During the interview Simon provided some great insights into: Investors Can Learn From Their Mistakes Using The … Read More