Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast

Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast

Cliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the Teaching Assistant for his dissertation adviser, Nobel laureate Eugene Fama and the economist, Kenneth French. Asness' doctoral dissertation was on "the performance of momentum trading, buying stocks with rising prices". Wikipedia credits Cliff with being the first to compile enough empirical evidence across a wide variety of markets to bring the ideas into the academic financial mainstream.

Cliff's firm: https://www.aqr.com/

Cliff's blog: https://www.aqr.com/Insights/Perspectives

Cliff's Twitter: https://twitter.com/CliffordAsness

Is (Systematic) Value Investing Dead? May 8, 2020 https://www.aqr.com/Insights/Perspectives/Is-Systematic-Value-Investing-Dead

The Valuesburg Address February 27, 2020 https://www.aqr.com/Insights/Perspectives/The-Valuesburg-Address

Never Has a Venial Sin Been Punished This Quickly and Violently! February 19, 2020 https://www.aqr.com/Insights/Perspectives/Never-Has-a-Venial-Sin-Been-Punished-This-Quickly-and-Violently

It’s Time for a Venial Value-Timing Sin November 7, 2019 https://www.aqr.com/Insights/Perspectives/Its-Time-for-a-Venial-Value-Timing-Sin

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


Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(437)

Oil Isn't Dead — John Love on Why Energy Markets Are Defying the Headlines

Oil Isn't Dead — John Love on Why Energy Markets Are Defying the Headlines

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.─...

18 Juni 59min

The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math

The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.─...

11 Juni 1h 1min

The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong

The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.─...

4 Juni 1h

Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18

Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.─...

27 Maj 1h

Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17

Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.─...

14 Maj 1h 1min

Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16

Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warre...

7 Maj 1h

Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15

Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren...

30 Apr 1h

Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren ...

23 Apr 1h 1min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
dynastin
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
avanzapodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
tabberaset
rss-dagen-med-di
borslunch-2
rikatillsammans-om-privatekonomi-rikedom-i-livet
market-makers
rss-hos-psykologen
rss-kort-lang-analyspodden-fran-di
lastbilspodden
rss-dominoeffekten