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
In a rare interview with Harvard Business School that was published online earlier this month, (it has since been taken down) value investor Seth Klarman spoke at length about his investment process, philosophy and the changes value investors have had to overcome during the past decade. Klarman’s hedge fund, the Boston-based Baupost has one of 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.
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