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 … 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 … 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 … 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 … Read More