Is Value Investing A Hoax? Carlisle Talks Deep Value with Switzer

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Is Value Investing A Hoax? Carlisle Talks Deep Value with Switzer about Deep Value by Tobias Carlisle, GREENBACKD

Yesterday I chatted to Peter Switzer on Australia’s Sky News Business about Deep Value. It was a wide-ranging conversation canvassing some interesting ideas: Net nets, the Acquirer’s Multiple, and the validity of value investing:

Portfolio Manager Tobias Carlisle Talking to Peter Switzer

Here are all the ideas presented at the 2020 Robin Hood Investors Conference

2020 Robin Hood Investors ConferenceAs usual, the Robin Hood Investors Conference has brought several new investment ideas from some of the top minds in the wealth management business. Investors heard from Sachem Head's Barnes Hauptfuhrer, One Tusk Investment Partners' Vivian Lau, Lone Pine's Mala Gaonkar, Lakewood Capital's Anthony Bozza, CAS Investment Partners' Clifford Sosin, Teca Capital's Fernando Vigil 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.

Here’s your book for the fall if you’re on global Wall Street. Tobias Carlisle has hit a home run deep over left field. It’s an incredibly smart, dense, 213 pages on how to not lose money in the market. It’s your Autumn smart read. –Tom Keene, Bloomberg’s Editor-At-Large, Bloomberg Surveillance, September 9, 2014.