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

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

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all inve ...  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