Tobias Carlisle On Beating ‘The Little Book That Beats The Market’

    Tobias Carlisle runs Carbon Beach Asset Management and is the author of several books including Deep Value, Concentrated Investing and his latest, The Acquirer’s Multiple. In this episode we discuss both the similarities and the differences between the successful value investing methodologies employed by investing greats like Warren Buffett and Carl Icahn. Toby also shares his views on the “death of value,” focused investing and position sizing and updates his views on some recent stock picks. Get the new book at Amazon.com. Follow Toby on Twitter @Greenbackd and check out the free blog and stock screener at AcquirersMultiple.com.

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    Article by Jesse Felder, The Felder Report

    Crispin Odey is preparing for inflation with a new fund

    In a presentation for the Odey Inflation Fund, which was reviewed by ValueWalk, Crispin Odey's team made a case for how to protect yourself from inflation and discussed why gold isn't the best protection and how important it is to prepare for inflation in your portfolio. Q3 2020 hedge fund letters, conferences and more Protecting Read More