Deep value quantitative investing, ft. Tobias Carlisle

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.

Talking points:

Why Tobias would want Warren Buffett on speed dial (over any other investor)

Tobias backstory, including growing up in outback Australia

How Tobias morphed a legal career into value investing

How to find and short companies in financial distress (including frauds)

Why Tobias believes stable + wide gross margins are a great predictor for the quality factor

The Magic Formula versus Acquirer's Multiple

Why value factors outperform quality and growth

The importance of dissecting cash versus profit

Why frauds can remain profitable longer than you can stay solvent (as a short seller)

The #1 piece of investing advice Tobias would give himself

FULL SHOW NOTES

Owen's resources:

Owen's full analyst training & view memberships ($100 off listener discount)

The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.

Talking points:

Why Tobias would want Warren Buffett on speed dial (over any other investor)
Tobias backstory, including growing up in outback Australia
How Tobias morphed a legal career into value investing
How to find and short companies in financial distress (including frauds)
Why Tobias believes stable + wide gross margins are a great predictor for the quality factor
The Magic Formula versus Acquirer's Multiple

Why value factors outperform quality and growth
The importance of dissecting cash versus profit
Why frauds can remain profitable longer than you can stay solvent (as a short seller)
The #1 piece of investing advice Tobias would give himself

FULL SHOW NOTES

Owen's resources:

Owen's full analyst training & view memberships ($100 off listener discount)

The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Learn more about your ad choices. Visit megaphone.fm/adchoices