Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast
The Acquirers Podcast4 Tammi 2021

Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast

Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid‐cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating. He also was a managing director at New Mountain Capital, where he played a key role in establishing and managing the $1.2 billion New Mountain Vantage Fund, a value‐oriented, long‐only, activist hedge fund.

Website: https://www.lyricalam.com/

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


Jaksot(428)

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from...

26 Syys 20251h 1min

Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from...

18 Syys 202559min

Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from...

13 Syys 20251h 1min

Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from...

4 Syys 202559min

Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Alger article: https://www.alger.com/Pages/Content....

28 Elo 20251h 1min

Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

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 https://acquirersmultipl...

24 Elo 20251h

Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

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 https://acquirersmultipl...

20 Elo 202559min

Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

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 https://acquirersmultipl...

9 Elo 20251h 1min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
hyva-paha-johtaminen
lakicast
rss-seuraava-potilas
herrasmieshakkerit
leadcast
rahapuhetta
sijoituspodi
rss-porssipuhetta
rss-bisnesta-bebeja
rss-viisas-raha-podi