Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy
Summary: <p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/</p> <p>Didier Sornette's TED Talk on predicting financial crises: https://www.ted.com/talks/didier_sornette_how_we_can_predict_the_next_financial_crisis/transcript The Sornette Wave (Log-Period Bubble): https://www.hussmanfunds.com/wmc/wmc130415.htm Barry Diller and IAC: https://www.forbes.com/sites/antoinegara/2019/10/02/who-needs-moonshots-how-former-hollywood-mogul-barry-diller-built-a-42-billion-tech-fortune-out-of-underdog-assets/#f0cfe7c368eb https://www.cnbc.com/video/2019/10/30/watch-cnbcs-full-interview-with-media-mogul-barry-diller.html https://www.stitcher.com/podcast/vox/recode-decode/e/58843590</p> <p>About Bill: Bill runs Sullimar Capital Group, a family investment firm.</p> <p>Bill's website: https://sullimarcapital.group/</p> <p>Bill's Twitter: @BillBrewsterSCG</p> <p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment.</p> <p>About Jake: Jake is a partner at Farnam Street.</p> <p>Jake's website: http://www.farnam-street.com/</p> <p>Jake's podcast: https://twitter.com/5_GQs</p> <p>Jake's Twitter: https://twitter.com/farnamjake1</p> <p>Jake's book: The Rebel Allocator https://amzn.to/2sgip3l</p> <p>ABOUT THE PODCAST</p> <p>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.</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>https://acquirersmultiple.com/podcast/</p> <p>SEE OUR FREE DEEP VALUE STOCK SCREENER</p> <p>https://acquirersmultiple.com/screener/</p> <p>FOLLOW TOBIAS</p> <p>Website: https://acquirersmultiple.com/</p> <p>Firm: https://acquirersfunds.com/</p> <p>Twitter: https://twitter.com/Greenbackd</p> <p>LinkedIn: https://www.linkedin.com/in/tobycarlisle</p> <p>Facebook: https://www.facebook.com/tobiascarlisle</p> <p>Instagram: https://www.instagram.com/tobias_carl...</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 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.</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.</p> <p>He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).</p>
