Hello Listeners,
Today is very special episode. I have Tobias Carlisle talk about all aspects of investing and his recent book the Acquirer's Multiple.
1:17 Tell what led you down the investment path and what interested you the most?
3:35 What do you enjoy most about what you do?
5:37 What is your investment philosophy and investment strategy?
9:13 What would you say is the underlying principles of your strategy?
11:09 How did you develop it and come about it?
17:11 What are value traps?
18:45 How does the acquirer’s multiple differ from the PE and other multiples?
21:31 What is the margin of safety and how should it be applied?
22:39 What is mean reversion?
27:18 Can you go over the 9 rules of deep value?
30:53 What are your views on portfolio diversification and concentration?
36:27 How do you define and manage risk?
37:34 What are your favorite books?
39:16 What are your favorite finance articles?
40:00 What are your favorite hobbies?
40:37 Where can people find more information on you?
42:10 Thoughts on bitcoin and crypto?
There is also a giveaway: https://giveaway.amazon.com/p/4a9bba47573fecd4
Thank you for the listen and enjoy!