Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
Summary: <p>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 <a href="https://acquirersmultiple.com/">https://acquirersmultiple.com/ </a></p> <p>John L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from the University of Richmond and received an MBA from the Tulane Freeman School of Business, where he graduated as a member of the Beta Gamma Sigma International Business Honor Society. Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmZUaWZrczdhVF9OR3FwQUQwdU90Um5BbnBNUXxBQ3Jtc0tsUGJKTGRXa1pILVJNLUdsZDVZd2szNnRDRU9PaW80XzBwVXFSTzRXUGphVV9KRnRPWmNHUjlSVjNUbXExT2JucmdnWDFmd3QzSGdBeFQ4NHdacXp2VmN4LWFFb2NsTzFNaWtUSU5yc2J1TGdLVVEyMA&q=https%3A%2F%2Ftwitter.com%2FJRogrow&v=aW6tGhpfypg" target="_blank" rel="nofollow">https://twitter.com/JRogrow</a></p> <p>About Jake: <a href="https://journalytic.com/journal">Journalytic</a></p> <p>Jake is a partner at Farnam Street: <a href="http://farnam-street.com/vah">http://farnam-street.com/vah</a></p> <p>Jake's podcast: <a href="https://twitter.com/5_GQs">https://twitter.com/5_GQs</a></p> <p>Jake's Twitter: <a href="https://twitter.com/farnamjake1">https://twitter.com/farnamjake1</a></p> <p>Jake's book: The Rebel Allocator <a href="https://amzn.to/2sgip3l">https://amzn.to/2sgip3l</a></p> <p>About Bill: Bill runs Sullimar Capital Group, a family investment firm.</p> <p>Bill's website: <a href="https://sullimarcapital.group/">https://sullimarcapital.group/</a></p> <p>Bill's Twitter: @BillBrewsterSCG</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><a href="https://acquirersmultiple.com/podcast/">https://acquirersmultiple.com/podcast/</a></p> <p>SEE OUR FREE DEEP VALUE STOCK SCREENER</p> <p><a href="https://acquirersmultiple.com/screener/">https://acquirersmultiple.com/screener/</a></p> <p>FOLLOW TOBIAS</p> <p>Website: <a href="https://acquirersmultiple.com/">https://acquirersmultiple.com/</a></p> <p>Firm: <a href="https://acquirersfunds.com/">https://acquirersfunds.com/</a></p> <p>Twitter: <a href="https://twitter.com/Greenbackd">https://twitter.com/Greenbackd</a></p> <p>LinkedIn: <a href="https://www.linkedin.com/in/tobycarlisle">https://www.linkedin.com/in/tobycarlisle</a></p> <p>Facebook: <a href="https://www.facebook.com/tobiascarlisle">https://www.facebook.com/tobiascarlisle</a></p> <p>Instagram: <a href="https://www.instagram.com/tobias_carlisle">https://www.instagram.com/tobias_carlisle</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/3JKfUbD">The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market</a>, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (<a href="https://amzn.to/2VwvAGF">https://amzn.to/2VwvAGF</a>), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (<a href="https://amzn.to/2SDDxrN">https://amzn.to/2SDDxrN</a>), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (<a href="https://amzn.to/2SEEjVn">https://amzn.to/2SEEjVn</a>). 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>
