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.”
After 13 years at the head of KG Funds, the firm's founder, Ike Kier, has decided to step down and return outside capital to investors. The firm manages around $613 million of assets across its funds and client accounts. According to a copy of the firm's latest investor update, Kier has decided to step down 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.