VALUE: After Hours (S07 E17): Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple

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In their latest episode of the VALUE: After Hours Podcast, hosts Tobias Carlisle and Jake Taylor are joined by Marcel Schwartz and Matthias Hanauer to discuss: Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative Why Formulas May Be Losing Power The Value vs Growth Debate Revisited Jake’s Veggies: Cantillon … Read More

VALUE: After Hours (S07 E15): Legendary Value Investor Rich Pzena on His 30-Year Career and the Opportunity Today

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rich Pzena discuss: Warren Buffett – Balance Sheets Before Income Statements Avoiding Value Traps How To Value A Company Surviving 10 Straight Quarters of Massive Underperformance Betting on GE Revisiting Graham & Dodd AI: Finding … Read More

VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo Stock Exchange Reforms Buyout Firms in Japan: An Undervalued Opportunity Long-Only and Activist Investors in Japan Cultural Philosophy & Long-Term Thinking Transition to Shanghai: … Read More

Tobias Carlisle: Thinking Like An Acquirer (Podcast)

Johnny HopkinsTobias Carlisle4 Comments

Here’s a great interview with our Commander-in-Chief here at The Acquirer’s Multiple Tobias Carlisle speaking to Corey Hoffstein at Flirting With Models: This episode I chat with Toby Carlisle, a managing member at Carbon Beach Asset Management and author of popular value investing books such as Deep Value and The … Read More

Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value Investing

Johnny HopkinsStock Screener, Tobias Carlisle2 Comments

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