Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast

Summary: <p>Peter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left to launch 452 Capital, which grew to AU$4 billion (~US$2.8 billion) under management at its peak. In 2009 he was diagnosed with terminal brain cancer, and given only a few months to live. We discuss Peter Lynch-style value investing in Australia and his life since quitting the business a decade ago.</p> <p>Peter's twitter handle is </p> <p>ABOUT THE PODCAST</p> <p>Hi, I'm Tobias Carlisle. I've launched a new podcast called <a href="https://acquirersmultiple.com/podcast/"><strong>The Acquirers Podcast</strong></a>. </p> <p>The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.</p> <p>We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.</p> <p>SEE LATEST EPISODES</p> <p><a href="https://acquirersmultiple.com/podcast/"><strong>https://acquirersmultiple.com/podcast/</strong></a></p> <p>SEE OUR FREE DEEP VALUE STOCK SCREENER</p> <p><a href="https://acquirersmultiple.com/screener/"><strong>https://acquirersmultiple.com/screener/</strong></a></p> <p>FOLLOW TOBIAS</p> <p>Website: <a href="https://acquirersmultiple.com/"><strong>https://acquirersmultiple.com/</strong></a></p> <p>Firm: <a href="https://acquirersfunds.com/"><strong>https://acquirersfunds.com/</strong></a> </p> <p>Twitter: <a href="https://twitter.com/Greenbackd"><strong>https://twitter.com/Greenbackd</strong></a></p> <p>LinkedIn: <a href="https://www.linkedin.com/in/tobycarlisle"><strong>https://www.linkedin.com/in/tobycarlisle</strong></a></p> <p>Facebook: <a href="https://www.facebook.com/tobiascarlisle"><strong>https://www.facebook.com/tobiascarlisle</strong></a></p> <p>Instagram: <a href="https://www.instagram.com/tobias_carlisle"><strong>https://www.instagram.com/tobias_carlisle</strong></a></p> <p>ABOUT TOBIAS CARLISLE</p> <p>Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.</p> <p>He is best known as the author of the #1 new release in Amazon’s Business and Finance <a href="https://amzn.to/2EJH18v"><strong>The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market</strong></a>, the Amazon best-sellers <a href="https://amzn.to/2VwvAGF"><strong>Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014)</strong></a> (https://amzn.to/2VwvAGF), <a href="https://amzn.to/2SDDxrN"><strong>Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012)</strong></a> (https://amzn.to/2SDDxrN), and <a href="https://amzn.to/2SEEjVn"><strong>Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016)</strong></a> (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.</p> <p>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. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).</p>