During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how the dispersion (gap) between the best and worst stocks is disappearing, saying: So one thing we’ve talked about before I know is this idea of dispersion. So you have the average of how expensive the market is and then you have sort of this bell curve around … Read More
During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital allocators, saying: – But having said all that yeah there’s so many great cap allocators out there. You know obviously Buffett and Munger are the gold standard at Berkshire. But you have so many really smart people who are doing this right … Read More
In Episode 2 of the The Acquirers Podcast, Tobias chats with Jacob “Jake” Taylor of Farnam Street Investments. During the interview Jake talks about his new book – The Rebel Allocator, and discusses the secret sauce of business success and investment returns – good capital allocation. He also provides some great insights into: What to do when you get a … Read More
During his recent interview with Tobias, Chris Cole of Artemis provided a great anology of what happens when great ideas in investing become dominant, saying: I’m a single guy. I go out and I see a cute girl. I ask for her phone number. That’s taking a risk. Maybe she gives me her number and we go on a nice … Read More
During his recent interview with Tobias, Chris Cole of Artemis provides some great insights into the impact that passive investing has on market volatility and market instability, saying: Let’s imagine that we go out and I get incredibly drunk. I get crazy drunk, and I am a passive investor. I’m wandering around aimlessly in whatever direction. But you are my … Read More
During his recent interview with Tobias, Chris Cole explains how to capture crisis alpha and why most investors are not as diversified as they think they are, saying: I have a different philosophy on the world than what is taught in most mainstream finance books which are taught in business school. For example, that you want a nice diversified portfolio … Read More
Here’s a great interview with Tobias speaking to Christopher Cole of Artemis Capital Management. Chris Cole is a 39-year-old hedge fund manager from Texas who uses volatility to provide “crisis alpha.” Cole runs Artemis Capital, a hedge fund that seeks to outperform in a stock market crash–to “generate opportunity from chaos,” as Chris describes it. Cole launched Artemis Vega fund … Read More
We’re launching a new podcast called The Acquirers Podcast. It’s about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We’re going to uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. We’ll be publishing the first episode to the site Monday, but it’s available now as … Read More
I had a great time chatting with Jesse Felder on his fantastic The Felder Report. Click on the play button below to listen to the interview: We chat about the market and my new book, The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market out now on Kindle and paperback.
Earlier this week I did a fun interview with Eric Schleien on The Intelligent Investing Podcast. Click on the play button below to listen to the interview: We talk about value investing and the acquirer’s multiple, including my new book, The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market out now on Kindle and paperback.
One of our favorite investors here at The Acquirer’s Multiple is Mohnish Pabrai. Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the Founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic: Perspectives on Investing. One of the best Pabrai interviews was one he did with our good friends Preston and … Read More
One of the best resources for investors are podcasts. One of the best investing podcasts on the planet belongs to our friends Preston and Stig at The Investors Podcast. These guys have compiled over 100 podcasts interviewing some of the best investors, authors and CEO’s, including our Founder Tobias Carlisle. Recently the guys did a great interview with one of Charlie Munger’s … Read More