https://www.youtube.com/watch?v=21-Dy4vv0cc?start=1883 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses the small investor advantage and the importance for investors to be able to make their own investing decisions saying: Tobias Carlisle: How was that period of time? Peter Simpson-Morgan: Well, it’s…again, sorry to … Read More
Activism, Done Correctly, Protects Shareholders From Stupid Management Decisions
https://www.youtube.com/watch?v=21-Dy4vv0cc?start=1259 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses his approach to activism and the importance of protected shareholders from stupid management decisions saying: Peter Simpson-Morgan: It was entrepreneurial sort of start. And as we grew, I…again, not trying to be arrogant … Read More
(Ep.17) The Acquirers Podcast: Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In Australia
Summary In this episode of The Acquirer’s Podcast Tobias chats with Peter Simpson-Morgan, a legendary Australian fund manager who ran Perpetual managing $13 billion dollars until he started his own firm 452 Capital. Peter provided some great insights into: – The Differences In The Australian Market vs The US – … Read More
Investors Don’t Need Benchmark Comparisons, The Starting Point Is Not To Lose Money
https://www.youtube.com/watch?v=21-Dy4vv0cc?start=2691 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses why investors shouldn’t use benchmark comparisons, sharpe ratios, and the like saying: Tobias Carlisle: So, you no longer have multi-billions of dollars that you have to get into the companies, and you don’t … Read More
Investor Biases Can Cause You To Miss Some Of The Best Opportunities
https://www.youtube.com/watch?v=uBK3h0n2qPQ?start=1290 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how investor biases can cause you to miss some of the best opportunities. Here’s an excerpt from the interview: Tobias Carlisle: So let’s talk a little bit about how you identify … Read More
How Can Investors Find Opportunities In The Small & Micro-Cap Universe
https://www.youtube.com/watch?v=uBK3h0n2qPQ?start=409 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how investors can find opportunities in the small & micro-cap universe saying: Tobias Carlisle: When you’re looking at your opportunity set, I see in your presentation you divided into, you’ve got … Read More
Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘Early’ Investment Opportunities
https://www.youtube.com/watch?v=uBK3h0n2qPQ?start=2584 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how micro-cap investing is like quasi private equity investing and how that provides significant ‘early’ investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: So, you said before you … … Read More
(Ep.16) The Acquirers Podcast: Peter Rabover – Russian Bear, Concentrated Microcaps And Special Situations
Summary In this episode of The Acquirer’s Podcast Tobias chats with Peter Rabover, who is the Portfolio Manager at Artko Capital LP. Peter invests in small/micro cap companies and special situations within a concentrated portfolio. He provided some great insights into: – Why I Have A Bear In The Background … Read More
What Can Investors Learn From Buffett’s Pivot On Airlines As An Investment
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2998 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, investors can learn a lot from Warren Buffett’s pivot on airlines as an investment. Here’s an excerpt from the interview: Tobias Carlisle: That’s where I spend my time. Let’s talk about airlines a little bit, … Read More
If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Side
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2616 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, if there’s a Wall Street analyst hammering a company, investors really need to know why, before taking the other side. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change gears again. I don’t … Read More
Phil Fisher’s Scuttlebutt Can Still Be Used To Find Great Opportunities Today
https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2086 During his recent interview with Tobias, Bill Brewster, who runs Sullimar Capital Group demonstrates how Phil Fisher’s scuttlebutt can still be used to find great opportunities today. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about Ubiquiti. What’s the story there and how did you find it? … Read More
(Ep.15) The Acquirers Podcast: Bill Brewster – Brewster’s Millions, A Masterclass In Business Analysis
Summary In this episode of The Acquirer’s Podcast Tobias chats with Bill Brewster, who runs Sullimar Capital Group. During the interview Bill provided some great business analysis into a number of companies including AB InBev, GE, Netflix, and Ubiquiti. He also discusses: – How He Went From The Flooring Business … Read More
What Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Index
https://www.youtube.com/watch?v=sec51fFMSPQ?start=2457 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the best and worst countries to invest in according to the ‘human freedom index’. Here’s an excerpt from the interview: Tobias Carlisle: You may be not allowed to say … Read More
Investing In ‘Freer’ Countries Helps Avoid Taleb’s Absorption Barrier Risk
https://www.youtube.com/watch?v=sec51fFMSPQ?start=1424 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how investing in ‘freer’ countries helps avoid Taleb’s absorption barrier risk. Here’s an excerpt from the interview: Tobias Carlisle: Let me just play devil’s advocate for a moment. You and I … Read More
Emerging Markets Provide Investors With Opportunities To Capture A ‘Freedom Premium’
https://www.youtube.com/watch?v=sec51fFMSPQ?start=591 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how emerging markets provide investors with opportunities to capture a ‘freedom premium’. Here’s an excerpt from the interview: Tobias Carlisle: So I saw that you retweeted something by Meb Faber which … Read More
(Ep.14) The Acquirers Podcast: Perth Tolle – Freedom Weight, Life + Liberty In Emerging Markets
Summary In this episode of The Acquirer’s Podcast Tobias chats with Perth Tolle, who is the Founder of Life + Liberty Indexes and the Freedom 100 Emerging Markets Index. Perth provides some great insights into how investors can find opportunities in emerging markets utilizing the human freedom index. Other topics … Read More
Investors Must Continue To Challenge Their Long Held Beliefs
https://www.youtube.com/watch?v=PUGIb1SfpvU?start=2518 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer at O’Shaughnessy Asset Management (OSAM), discusses why investors must continue to challenge their long held beliefs. Here’s an except from the interview: Jim O’Shaughnessy: This is a classic example of a practice … Read More
Investors Should Beware When They Start To See ‘Information Cascades’
https://www.youtube.com/watch?v=PUGIb1SfpvU?start=2056 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer at O’Shaughnessy Asset Management (OSAM), discusses why investors should beware when they start to see ‘information cascades’. Here’s an except from the interview: Jim O’Shaughnessy: The stock market is a complex adaptive … Read More
(Ep.13) The Acquirers Podcast: Jim O’Shaughnessy – What Works, Legendary Entrepreneur, Investor And Author
Summary In this episode of The Acquirer’s Podcast Tobias chats with Jim O’Shaughnessy. Jim is Chairman and Co-Chief Investment Officer at O’Shaughnessy Asset Management (OSAM). He is also the author of the investment classic, What Works On Wall Street. During the interview Jim provides some great insights into: – Why … Read More
As Long As Human Beings Price Securities, There Will Always Be Investment Opportunities
https://www.youtube.com/watch?v=PUGIb1SfpvU?start=3796 During his recent interview with Tobias chats with Jim O’Shaughnessy, best selling author and Co-Chief Investment Officer at O’Shaughnessy Asset Management (OSAM), discusses why there will always be investment opportunities as long as human beings price securities. Here’s an except from the interview: Jim O’Shaughnessy: People used to say … Read More