The SMID-Cap Universe Provides Greater Opportunities Over Large And Small Caps – Here’s Why

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https://www.youtube.com/watch?v=Mx47JRpbWaw?start=2508 During his recent interview with Tobias, Ben Claremon, the Principal and Portfolio Manager at Cove Street Capital outlines the reasons why he believes the SMID-Cap Universe provides greater opportunities over Large and Small Caps. Here’s an excerpt from the interview: Tobias Carlisle: You and I were at a conference … Read More

Investors Should Spend More Time Focusing On The Culture Of The Business Behind The Stock

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https://www.youtube.com/watch?v=Mx47JRpbWaw?start=1724 During his recent interview with Tobias, Ben Claremon, the Principal and Portfolio Manager at Cove Street Capital provided some great insights into how investors can better understand the culture of the business behind the stock. Here’s an excerpt from the interview: Tobias Carlisle: It sounds like a great process, … Read More

Successful Investors Need A Devil’s Advocate To Try To Kill Potential Investment Ideas

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https://www.youtube.com/watch?v=Mx47JRpbWaw?start=1116 During his recent interview with Tobias, Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital provided some great insights into why successful investors need a devil’s advocate to try to kill potential investment ideas. Here’s an excerpt from the interview: Ben Claremon: And the proxy statement is … Read More

Howard Marks: The Great Investors Are Unemotional People

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Here’s a great excerpt from an interview that Howard Marks recently did with themarket.ch. During the interview Marks talks about the psychological aspects that make successful investors great saying, “Most of the great investors I know are unemotional people”. Here’s an excerpt from the interview: What about psychological aspects? The higher … Read More

How Smart Investors Use ‘Good’ Leverage To Magnify Returns

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https://www.youtube.com/watch?v=CT5DXNB3KKY?start=243 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into how investors can use ‘good’ leverage to magnify returns. Here’s an excerpt from the interview: Tobias Carlisle: Well, I think I’m agnostic to the leverage in … Read More

Investing Decisions Should Be Based On Empirical Data – Not Stories And Emotions

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https://www.youtube.com/watch?v=CT5DXNB3KKY?start=3120 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into why investment decisions should be based on empirical data and not stories and emotions. Here’s an excerpt from the interview: Dan Rasmussen: I talk to respective … Read More

How Can Investors Implement A Successful Private Equity Strategy Into The Public Markets

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https://www.youtube.com/watch?v=CT5DXNB3KKY?start=70 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides some great insights into how investors can implement a successful private equity strategy in the public markets. Here’s an excerpt from the interview: Tobias Carlisle: So, just so we can … Read More

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

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https://www.youtube.com/watch?v=93ZZx44J4So?start=2862 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 … Read More

How Do You Generate A Performance Record Better Than Mohnish Pabrai

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https://www.youtube.com/watch?v=93ZZx44J4So?start=1423 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 … 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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https://www.youtube.com/watch?v=93ZZx44J4So?start=1686 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 … 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

Breadth And Risk Appetites Provide Investors With Great Timing Tools

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=2995 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 … Read More

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

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=1371 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 … Read More

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

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=485 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, … Read More

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

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https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=1645 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 … Read More