Note sull'episodio
On this episode of AUM, we are joined by Tobias Carlisle, the Founder and Managing Director of Acquirers Funds. The discussion delves deep into Tobias' journey from corporate law in Australia to becoming a prominent figure in value investing.
Tobias explains his investment strategy, including the development of the Acquirer's Multiple, and explores concepts such as mean reversion, value traps, and the challenges faced by management teams of undervalued companies.
The conversation also touches on the historical performance of growth vs. value stocks and the potential catalysts for a shift in market trends.
01:44 Tobias Carlisle's Career Journey
08:57 The Acquirer's Multiple Explained
14:42 Mean Reversion in Deep Value Investing
17:49 Identifying and Avoiding Value Traps
21:01 Management Missteps in Under ...