MGM and VICI: Finding Value in the Las Vegas ...

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via ⁠⁠⁠⁠ https://link.amazon/B04hl5L95⁠⁠⁠⁠──── ...  Show more

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via ⁠⁠⁠ https://link.amazon/B04hl5L95⁠⁠⁠──────── ...  Show more

Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is a ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ...  Show more

Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of ...  Show more