During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Is Value Investing Still Alive? The Reality of Rerating and Market Patience. Here’s an excerpt from the episode: Tobias: Good stuff. Andrew, David Einhorn says that value is dead in slightly different words. But what do you think about his … Read More
Deep Value Investing with a Quality Growth Edge
During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Deep Value Investing with a Quality Growth Edge. Here’s an excerpt from the episode: Tobias: I like to hear that. Let’s discuss very quickly. Can you talk a little bit about Lyrical, and perhaps, your focus and how you may … Read More
VALUE: After Hours (S07 E08): Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Andrew Wellington discuss: Deep Value Investing with a Quality Growth Edge Lessons from Rich Pzena: Mastering Value Investing Why Price Matters More Than Quality Is Value Investing Still Alive? The Reality of Rerating and Market … Read More