logo
episode-header-image
Sep 2020
59m 19s

Value: After Hours S02 E36 Masa Son's $4...

Tobias Carlisle
About this episode

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ 

Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth

About Jake: Jake is a partner at Farnam Street.

Jake's website: http://www.farnam-street.com/

Jake's podcast: https://twitter.com/5_GQs

Jake's Twitter: https://twitter.com/farnamjake1

Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

About Bill: Bill runs Sullimar Capital Group, a family investment firm.

Bill's website: https://sullimarcapital.group/

Bill's Twitter: @BillBrewsterSCG

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

SEE LATEST EPISODES

https://acquirersmultiple.com/podcast/

SEE OUR FREE DEEP VALUE STOCK SCREENER

https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Website: https://acquirersmultiple.com/

Firm: https://acquirersfunds.com/

Twitter: https://twitter.com/Greenbackd

LinkedIn: https://www.linkedin.com/in/tobycarlisle

Facebook: https://www.facebook.com/tobiascarlisle

Instagram: https://www.instagram.com/tobias_carlisle

ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

Up next
Today
Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠ (⁠Kindle⁠)We are live every Tuesday at 1.30pm E / ... Show More
1h 1m
Oct 1
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.3 ... Show More
1 h
Sep 26
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest e ... Show More
1h 1m
Recommended Episodes
Oct 3
TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki
On today’s episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he’s finding in today’s chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector ... Show More
1h 2m
Feb 2025
TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the ... Show More
1h 12m
Sep 24
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Sep 24
589: CEO of FCLT Global and Former Senior Engagement Manager at McKinsey & Company on Turning Investor Dialogue into Strategy
Sarah Keohane Williamson, CEO of FCLT Global and coauthor of The CEO’s Guide to the Investment Galaxy, offers a disciplined primer for executives operating at the intersection of corporate strategy and capital markets. Drawing from her background in investment banking, government ... Show More
50m 55s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 3m
Sep 2024
Much to absorb in this data-heavy week
Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded ... Show More
15m 58s
Sep 2024
MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding ... Show More
54m 56s
Sep 26
Trading Insights: Why macro matters for systematic investors
In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics product harnessing macroeconomic quantam ... Show More
23m 31s
Aug 2024
95. Private Equity Deals with Ted Seides, Host of Capital Allocators
Send us a textToday’s episode is for all of you buy side and private markets junkies.  We are joined by Ted Seides, who is the host of the Capital Allocators and Private Equity Deals podcasts, soon to be thrice-published author, and expert in the Alts — the world of hedge funds a ... Show More
54m 4s