#6430

Mentioned in 6 episodes

Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors

Book •

Tobias Carlisle

Mentioned by

Tobias Carlisle

Mentioned in 6 episodes

Mentioned as written by

Tobias Carlisle

.

Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

Authored by

Tobias Carlisle

.

Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

Mentioned by

Jake Taylor

as his co-host on the podcast.

Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12

Mentioned by

Tobias Carlisle

as one of his books.

Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05

Mentioned by

Tobias Carlisle

as his own published works on value investing.

TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra

Mentioned as one of

Tobias Carlisle

's books.

Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

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