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
Why China is the Deepest Value Market in Emerging Markets Today
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Why China is the Deepest Value Market in Emerging Markets Today. Here’s an excerpt from the episode: Jake: What are your thoughts on China these days? Juan: It’s the deepest value market in EM, and potentially, one of the … Read More
Tobias Carlisle – There Are Two Ways To Win As A Deep Value Investor
Here’s a great interview with Tobias Carlisle on Goldstein on Gelt where he speaks about all things deep value investing. On the question of why some value investing firms underperform and why he prefers his deep value investing strategy, Tobias says: I’m always very careful criticizing other value investors, because it … Read More