Mar 28, 2023
In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy.
Tobias is the creator of The Acquirer’s Multiple®. He is also the author of the books The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).
Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
We discuss:
SVB
What is Money?
Invincible Businesses
History as a Guide
Behavior is Water
Ergodicity in all Things and more!
I hope you enjoyed this conversation with Tobias as much as I did!