Author: Greenbackd

Concentrated Investing: Strategies Of The World’s Greatest Value Investors

Concentrated Investing: Strategies Of The World’s Greatest Value Investors

Concentrated Investing: Strategies Of The World’s Greatest Value Investors – Book review by Tobias Carlisle, Greenbackd Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (Wiley Finance, 2016) chronicles many virtually unknown—but wildly successful—value investors who have regularly and spectacularly […]

Harvard Business Review Reviews Deep Value

Harvard Business Review Reviews Deep Value

In The Case for Activist Investors Walter Frick reviews my 2014 book Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) in the Harvard Business Review. Frick says that it “reads […]

What To Do When The Market Punches You In The Mouth

What To Do When The Market Punches You In The Mouth

What To Do When The Market Punches You In The Mouth by Tobias Carlisle, Greenbackd “Everybody has a plan until they get punched in the mouth.” That’s Mike Tyson, the once-and-forever baddest man on the planet, and former boxing champion, explaining […]

International Evidence For The Acquirer’s Multiple Investment Strategy

International Evidence For The Acquirer’s Multiple Investment Strategy

International Evidence For The Acquirer’s Multiple Investment Strategy by Tobias Carlisle, Greenbackd A new paper from Christian Walkshausl and Sebastian Lobe* called The Enterprise Multiple Investment Strategy: International Evidence examines the performance of the enterprise multiple (EV/EBITDA) in international markets, including Australia, Canada, France, Germany, hong Kong, Japan, […]

Singular Diligence On Movado Group, Inc (MOV)

Singular Diligence On Movado Group, Inc (MOV)

Singular Diligence On Movado Group, Inc (MOV) by Tobias Carlisle, Greenbackd This month’s issue of Singular Diligence cover Movado Group, the designer and marketer of luxury watches. Movado the company is more than just the Movado brand. The company owns […]

How To Front Run Activist Investors

How To Front Run Activist Investors by Tobias Carlisle, Greenbackd Bloomberg has an interesting article on identifying activist targets before they are targeted. It’s a great idea, and exactly the same reason for the existence of Acquirer’s Multiple: Investors love […]

S&P 500 Enterprise Multiple 1990 To Date

S&P 500 Enterprise Multiple 1990 To Date

S&P 500 Enterprise Multiple 1990 To Date by Tobias Carlisle, Greenbackd I like to check in occasionally to see where the S&P 500’s average enterprise multiple stands. Right now it’s trading on just over 12x, where it’s been since the start of […]

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat by Tobias Carlisle, GREENBACKD This month Singular Diligence covers Breeze-Eastern Corp (NYSEMKT:BZC) a manufacture of sophisticated engineered mission equipment for specialty aerospace and defense applications. BZC’s products are used to complete rescue operations and military insertion/extraction […]