Building a Robust Investment Strategy: Insights from Tobias Carlisle

The Education of a Value Investor

Контент предоставлен Guy Spier. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Guy Spier или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

4M ago 1:05:26

MP3•Главная эпизода

Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into investing inspired by Warren Buffett. His career spans roles as an activist hedge fund analyst and general counsel, leading up to his authorship of Deep Value, Quantitative Value, and Concentrated Investing.

Full transcript available here: https://aqfd.docsend.com/view/ziv6die4mhrta2ud

Contents:

(00:00:01) The Journey from Australia to the States

(00:03:20) A Career Start in Law

(00:07:01) The Transition to Investing

(00:14:46) Exchange traded Funds vs. Mutual Funds

(00:27:31) The Important of Risk of Ruin

(00:31:12) On Tobias’s Books

(00:36:33) The Disciple of Writing

(00:45:26) Tobias on His Portfolio Construction

(00:58:17) Historical Fictions

58 эпизодов

#MBA #Trading #Entrepreneur #Business #Guy Spier #Authors #Investing #Value Investing #Books