The Graham Two Factor Model Still Provides Great Returns Today

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https://www.youtube.com/watch?v=gJoyXVvvbdc?start=2178 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the Graham Two Factor Model still provides great returns today. Here’s an excerpt from the interview: Tobias Carlisle: Right. Got it. Talk to us about the Graham two … Read More

The Best Returns Can Be Found In Small Illiquid Value Stocks

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https://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the best returns can be found in small illiquid stocks. Here’s an excerpt from the interview: Tobias Carlisle: A lot of the positions we’ve been discussing so far … Read More

There’s Two Places In The Market Where Book Value Is Still The Best Metric For Valuation

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https://www.youtube.com/watch?v=gJoyXVvvbdc?start=1161 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses the two places in the market where book value is still the best metric. Here’s an excerpt from the interview: Tobias Carlisle: That’s spoken like a true deep value investor. … Read More