Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast

Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast

BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund.

Twitter: https://twitter.com/BluegrassCap

Carlota Perez: http://reactionwheel.net/2015/10/the-deployment-age.html

Bluegrass's 13F screen: https://twitter.com/BluegrassCap/status/1162170920687083520

Bluegrass's portfolio themes: https://twitter.com/BluegrassCap/status/1096143237658693632

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.

The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

SEE LATEST EPISODES

https://acquirersmultiple.com/podcast/

SEE OUR FREE DEEP VALUE STOCK SCREENER

https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Firm: https://acquirersfunds.com/

Website: https://acquirersmultiple.com/

Twitter: https://twitter.com/Greenbackd

LinkedIn: https://www.linkedin.com/in/tobycarlisle

Facebook: https://www.facebook.com/tobiascarlisle

Instagram: https://www.instagram.com/tobias_carlisle

ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

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.

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.

Jaksot(431)

True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast

True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast

Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovat...

19 Huhti 20191h 1min

Big Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers Podcast

Big Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers Podcast

Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on The Acquirers Podcast about his new book, Big Mistakes: The Best Investors and Their Worst Investments (Bloomberg). ABOUT THE PO...

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REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast

REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast

Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap We...

5 Huhti 201944min

The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast

The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast

Mark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/) Mark has developed an investment strategy based on the quantitative analysis of the highest return investments over a 1...

29 Maalis 201957min

No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast

No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast

Corey Hoffstein of Newfound Research talks about his "No Pain, No Premium" approach to risk-managed tactical allocation strategies with with Tobias Carlisle on the Acquirers Podcast. Why Newfound embr...

22 Maalis 20191h 2min

Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle

Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle

Jacob "Jake" Taylor wrote a great book about value investing and sent it to Charlie Munger never thinking he'd actually read it. Charlie picked it up and read it from cover-to-cover in one sitting. He...

15 Maalis 20191h 2min

Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle

Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle

Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast https://acquirersmultiple.com/podcast

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