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
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
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: Redefined Value Investing For 2025
In the early 2020s, skepticism toward value investing surged. As Tobias Carlisle noted on the Excess Returns Podcast, “In 2020 and 2021, the growthy, better-quality companies were having a field day, and value was again being left behind.” Critics argued value investors were merely price investors, relying on multiple expansion … Read More
Deep Value Investing with a Quality Growth Edge
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
Tobias Carlisle: Most Investors Cannot Stomach A Lumpy 15% Return
In his recent interview on the Excess Returns Podcast, Tobias Carlisle explained why most investors cannot stomach a lumpy fifteen percent return. Here’s an excerpt from the interview: The benefit as I articulated before that if you go through a ’99/2000 type scenario or 2019/2020 type scenario the quality factor … Read More
Tobias Carlisle Interview: Business Brew Podcast
Here’s a recent interview with Tobias Carlisle on The Business Brew Podcast with host Bill Brewster. This is great opportunity to hear both the lads chatting casually about all sorts of things, including investing. For those of you that don’t know, Bill joins Tobias each week together with Jake Taylor … Read More
KEYNOTE: Deep Value and the Acquirer’s Multiple with Tobias Carlisle | SNN Network
Here’s a recent keynote presentation by Tobias Carlisle at the Planet MicroCap Showcase 2019 in Las Vegas, NV. The topic for his speech: “Deep Value and the Acquirers Multiple”. (Source: YouTube)
The Acquirer’s Multiple Webinar – How To Beat The Little Book That Beats The Market
Here is The Acquirer’s Multiple Webinar – How To Beat The Little Book That Beats The Market, with Tobias Carlisle: (Source: YouTube)
Tobias Carlisle: Thinking Like An Acquirer (Podcast)
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
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
Interview With Tobias Carlisle – Outlook Business
Great interview with our Founder Tobias Carlisle at Outlook Business. Here’s an excerpt from that interview: There are very few lawyers who end up as full-time investors. Maybe because they have figured out that the grass is indeed greener on their side. Investing is not a sure thing but litigation … 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
Tobias Carlisle: What To Do When The Market Punches You In The Mouth
One of my favorite investors is Tobias Carlisle, who is of course our esteemed leader here at The Acquirer’s Multiple. One of the best article ever written by him was one he wrote for Forbes called, What To Do When The Market Punches You In The Mouth. I thought today would … Read More