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
Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Rules
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=935 During his recent interview with Tobias, Michael Batnick of Ritholz Weath Management discusses the importance of having written rules to follow in order to be successful in investing, saying: I’m also a big believer in having written rules, and I had no such rules when I was doing it, … Read More
In Investing Knowing What Not To Do And Not Doing It Are Two Separate Things
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=1324 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses some of the big mistakes that have been made by successful investors. Michael makes the point that while these investors knew what not to do, knowing what not to do and not doing it are two … Read More
(Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst Trades
Summary In Episode 6 of The Acquirer’s Podcast, Tobias interviews Michael Batnick, the Director of Research at Ritholz Wealth Management and author of Big Mistakes: The Best Investors and Their Worst Investments. During the interview Michael discusses: How He First Met Josh Brown (Author of The Reformed Broker Blog) Some … Read More
Investors Can Extrapolate The Premium Provided By An Equal Weight Portfolio Versus Market Cap
https://www.youtube.com/watch?v=FdtGtzUuA3o?start=498 During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can extrapolate the premium which is provided by equal weight portfolio versus market cap, saying: Well, I think it really started and like you said, with equal weights. My background, I was at Ridex Investments, … Read More
How Can Investors Use ‘Reverse Market Cap’ To Generate Excess Returns
https://www.youtube.com/watch?v=FdtGtzUuA3o?start=71 During his recent interview with Tobias, Phil Bak of Exponential ETFs explains how investors can use ‘Reverse Market Cap’ to generate excess returns, saying: So reverse cap is very simple. We take the … In this case it’s on the S&P 500, and we take the index constituents of … Read More
(Ep.5) The Acquirers Podcast: Phil Bak of Exponential ETFs – How Reverse Cap Beats The Market (Cap)
In Episode 5 of the The Acquirers Podcast, Tobias chats with Phil Bak of Exponential ETFs. During the interview Phil, who is an expert in ETF’s, provides some great insights into: How Investors Can Use ‘Reverse Market Cap’ To Generate Excess Returns The Market Doesn’t Care Where You Live – … Read More
(Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian Stocks
In Episode 4 of the The Acquirers Podcast, Tobias chats with Mark Jones of Pragmatic Capital. Mark has an unusual approach to picking stocks and it works. It’s made him the top-ranked analyst in SumZero on a last 12 months basis. During the interview Mark discusses: How To Find Contrarian Stocks … Read More
Why Has Value Investing Underperformed?
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2331 During his recent interview with Tobias, Jake Taylor of Farnam Street provides some great insights into why he thinks value investing has had such a rough time lately, saying: Jake – I think it’s a confluence of factors. I don’t know honestly. If I had to assign how much … Read More
How To Identify Great Capital Allocators
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=777 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital allocators, saying: – But having said all that yeah there’s so many great cap allocators out there. You know obviously Buffett and Munger are the gold standard at Berkshire. But you … Read More
Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value Investing
Here’s a great interview at The Sure Investing Podcast with our Chief here at The Acquirer’s Multiple – Tobias Carlisle. During the interview Tobias discusses his book – The Acquirer’s Multiple and how he developed his deep value investing strategy. To listen to the interview click on the ‘play’ button below: Please take … Read More