Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast

Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast

Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for institutional clients. His background is in value investing, top-down global macro trading, and volatility markets, giving him a unique perspective on markets.

His firm: https://www.davosig.com/

His twitter: https://twitter.com/nicholaspardini

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 comp

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SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast

SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast

Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gord...

12 Heinä 201955min

Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast

Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast

Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billi...

5 Heinä 201958min

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

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

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) aver...

28 Kesä 20191h

Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast

Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast

Peter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations. Peter's firm, ...

21 Kesä 201957min

Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast

Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast

Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law ...

14 Kesä 20191h

Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast

Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM). Perth was a private wealth adv...

7 Kesä 201955min

What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast

What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast

James P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Conne...

31 Touko 20191h 11min

SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast

SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast

Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks Website: Cove Street Capital ABOUT THE PODCAST Hi, I'm Tob...

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