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49. Tobias Carlisle - What is Money?

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Manage episode 359182207 series 2634647
Content provided by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy.

Tobias is the creator of The Acquirer’s Multiple®. He is also the author of the books The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

We discuss:

  • SVB

  • What is Money?

  • Invincible Businesses

  • History as a Guide

  • Behavior is Water

  • Ergodicity in all Things and more!

I hope you enjoyed this conversation with Tobias as much as I did!

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 359182207 series 2634647
Content provided by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy.

Tobias is the creator of The Acquirer’s Multiple®. He is also the author of the books The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

We discuss:

  • SVB

  • What is Money?

  • Invincible Businesses

  • History as a Guide

  • Behavior is Water

  • Ergodicity in all Things and more!

I hope you enjoyed this conversation with Tobias as much as I did!

  continue reading

63 episodes

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