logo
episode-header-image
Feb 2020
1h 22m

Danger Man: Mark Simpson on finding your...

Tobias Carlisle
About this episode

Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio  

Buy the book: https://amzn.to/2Pb43d5

Mark's Website: http://excellentinvesting.org/ 

Mark's Twitter: https://twitter.com/DangerCapital

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.

The podcast is about 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

Firm: https://acquirersfunds.com/

Website: https://acquirersmultiple.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.

Up next
Today
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1 h
Aug 20
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
59m 18s
Aug 9
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Recommended Episodes
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.  Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
Jul 2
The mindset of a contrarian investor – Anthony Bolton
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More
38 m
Jan 2025
20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mik
Mike Maples is one of the OG seed investors of the last two decades. As a co-founding Partner at Floodgate, Mike has been on the Forbes Midas List eight times in the last decade. Some of Mike’s investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, Chegg, Demandfo ... Show More
1h 10m
Feb 2025
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott Asset Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist investing ... Show More
38m 39s
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
Dec 2024
How Much of a Good Thing is Too Much? Victor Haghani Interview
Victor Haghani started his career at Salomon Brothers and shortly after became a managing director in the bond arbitrage group run by John Meriwether. He was a founding partner of Long-Term Capital Management and established its London office. The failure of LTCM was a life-chang ... Show More
1h 24m
Aug 2024
RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro
In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard weal ... Show More
2h 3m
Jul 2023
Howard Lindzon: Trading Strategies & Stock Investing | The Really Rich Podcast - Ep. 28
In episode 28 of The Really Rich Podcast with Nicholas Crown, I sit down with Howard Lindzon, Founder of StockTwits, author, and investor. With his extensive knowledge of markets, he shares insightful advice on trading and stock investing for beginners. Howard's wealth of exp ... Show More
1h 16m
Feb 2025
HIGHLIGHTS: Paul Singer
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/paul-singer-activist-investing-market-risks-and/id1614211565?i=1000696105423&l=nb This week, Nicolai Tangen sits down wi ... Show More
10m 43s
Nov 2024
TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton
On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an avera ... Show More
1h 11m