Carlisle Finding Deep Value With Tom Keene & Michael Mckee by GREENBACKD
This is one of the most interesting interviews I’ve done. We discuss behavioral errors, the market level, and finding deep value.
My interview begins at 31:35 (the first part is cut off and the podcast makes it sound like I cut off the President, which obviously didn’t happen):
“Here’s your book for the fall if you’re on global Wall Street,” says Bloomberg’s Tom Keene, “It’s an incredibly smart, dense, 213 pages. It’s your Autumn smart read.”
Themes for the next decade: Cannabis, 5G, and EVs
A lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue to impact investing decisions. At the recent Morningstar conference, several panelists joined a discussion about several major themes for the next decade, including cannabis, 5G and Read More
Buy Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) from Wiley Finance, Amazon, or Barnes and Noble.