Value Investing Will Turn Around But No-One Can Say When

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During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how value investing will turn around but no-one can say when. Here’s an excerpt from the interview: Tobias Carlisle: We’ve seen this really difficult time for value. I get the feeling that you’re not necessarily a believer that value can turn around. You don’t think it can … Read More

How Do You Generate A Performance Record Better Than Mohnish Pabrai

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During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses the performance of some of the greatest investors of all time, and how one investor in particular managed to out-perform Mohnish Pabrai. Here’s an excerpt from the interview: Tobias Carlisle: Robo. When folks come to the firm, do they say, “For a managed account, I want the … Read More

The Time When Your Strategy Is Really About To Start Working Is Right At The Time You’re Going To Fold Your Hand

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During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how often the time when your investment strategy is really about to start working is right at the time you’re going to fold your hand. Here’s an excerpt from the interview: Tobias Carlisle: I think one of the ways that folks generate very good returns is … Read More

(Ep.10) The Acquirers Podcast: Justin Carbonneau – Guru Stocks, How To Replicate The Strategies Of Value Gurus

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Justin Carbonneau, a Partner at Validea Capital Management. Validea replicate guru strategies and track some other strategies. They have a money management firm, and an ETF. During the interview Justin provides some great insights into: – How Can Investors Replicate Guru Strategies – What Is The Best Guru Strategy … Read More

Breadth And Risk Appetites Provide Investors With Great Timing Tools

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses how breadth and risk appetites provide investors with great timing tools. Here’s an excerpt from the interview: Jesse Felder: You’re absolutely right. It’s become a mantra of the bulls, which is valuation is not a good timing tool. That’s absolutely true. … Read More

There’s A Philosophical Problem With Passive Investing That A Lot Of Investors Don’t Appreciate

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses the philosophical problem with passive investing whereby indexes systematically underweight owner-operated companies and systematically overweight companies. Here’s an excerpt from the interview: Jesse Felder: It’s interesting to me that these indexes now, that they’re float adjusted, systematically underweight owner-operated companies and … Read More

The Most Important Thing For Investors To Focus On Right Now Is Not Earnings – It’s Margins

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses why ‘Margins’ are the most important thing for investors to focus on right now – not earnings. Here’s an excerpt from the interview: Tobias Carlisle: This market seems to be, it’s supported on … The multiple is very high, but earnings … Read More

(Ep.9) The Acquirers Podcast: Jesse Felder – Bear Sh*tting, The Hidden Risks For U.S Equities

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Jesse Felder, who is the Founder of the popular U.S newsletter – The Felder Report, and is the co-founder of a multi-billion dollar hedge fund. During the interview Jesse provides some great insights into: – The Current Market Environment – There’s A 97% Correlation Between Today And 1937 – The … Read More

Why Is It So Difficult For Companies To Adopt A Value Investing Strategy

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During his recent interview with Tobias. Joseph Calandro Jnr provides some great insights into the difficulty associated with companies trying to adopt a corporate value investing strategy. Here’s an excerpt from the interview: Tobias Carlisle: Your practice area and your area of interest in research has been the application of value investment principles in a corporate context. What’s the difference … Read More

What Are The Steps Investors Can Take To Discover A Company’s Hidden Assets

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During his recent interview with Tobias. Joseph Calandro Jnr discusses the steps that investors can take to uncover a company’s hidden assets. Here’s an excerpt from the interview: Tobias Carlisle: So you describe the strategy to exploit these hidden assets or, in particular, these intellectual property character-type assets as a ‘blue ocean’. And you said that there are some risks … Read More

Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?

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During his recent interview with Tobias. Joseph Calandro Jnr discusses how investors can find value in companies with hidden assets. He illustrates the point with the case study of Disney’s purchase of Marvel for $4 Billion. Here’s an excerpt from the interview: Tobias Carlisle: You describe in your paper as 57 percent above what the future value, the net asset … Read More

(Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s Movies

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Calandro, Jr. During the interview Joseph, who is the author of Applied Value Investing and 50 research publications, provides some great insights into: – Investors Can Find Value In Companies With ‘Hidden Assets’ – Case Study Disney Buys Marvel For $4 Billion – What Are The Steps Investors … Read More

Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yield

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During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great strategy for enhancing yield, saying: Tim Travis: Sure. So, covered calls we use less frequently, but it’s a great strategy to enhance the yield. So, if you have a dividend paying stock, like AT&T for instance, that’d be a dog of … Read More

How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protection 

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During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide investors with downside price protection, saying: Tim Travis: Yeah. So, a cash secured put just means you’re not necessarily exploiting the margin factor. So, if we’re selling just a stock, let’s say stock’s at $55 per share, and we’re selling a $50 … Read More

(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And Insurance

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the TipRanks, provides some great insights into: – His Investments In Assured Guaranty Ltd, Puerto Rico, and Ireland – Managing and Trimming Your Portfolio – How ‘Cash Secured Puts’ Can … Read More

Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Rules

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During his recent interview with Tobias, Michael Batnick of Ritholz Weath Management discusses the importance of having written rules to follow in order to be successful in investing, saying: I’m also a big believer in having written rules, and I had no such rules when I was doing it, but I just think that if you’re making decisions in the … Read More

In Investing Knowing What Not To Do And Not Doing It Are Two Separate Things

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During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses some of the big mistakes that have been made by successful investors. Michael makes the point that while these investors knew what not to do, knowing what not to do and not doing it are two separate things. Here’s an excerpt from the interview: Tobias Carlisle: I … Read More

(Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst Trades

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Summary In Episode 6 of The Acquirer’s Podcast, Tobias interviews Michael Batnick, the Director of Research at Ritholz Wealth Management and author of Big Mistakes: The Best Investors and Their Worst Investments. During the interview Michael discusses: How He First Met Josh Brown (Author of The Reformed Broker Blog) Some of The Biggest Mistakes Made By Great Investors Why Investors … Read More

Investors Can Use Consumer Satisfaction Surveys To Capture Alpha

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During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can use consumer satisfaction surveys to capture alpha. Here’s an excerpt from the interview: Tobias Carlisle: So just to go back to the ACSI, the consumer sentiment … Is it consumer sentiment? Phil Bak: Satisfaction. Tobias Carlisle: Satisfaction. Pardon me. So they look at the conducting … Read More