The only thing you would watch for is my successor, and that's patrick o'shaughnessy. Is he or she as disciplined around implementation? And of course, patrick's been at the helm since two thousand 17 in hes very discipline. So if you've got that combination, i think that's one of the attributes. But listen to me, we use momentum. We've tested momentum back to the twenties with all those caviats that i mentioned earlier, and it really works. It really works well, and it works for i think we could have a conversation for the rest of this podcast as to why momentum works.
Tobias is founder and managing director of Acquirers Funds LLC, where he also serves as portfolio manager of the firm's deep value strategy. He is also author of the books "The Acquirer's Multiple " and "Deep Value". Our discussion with Tobi revolves around:
- Stock market fall of early 2021
- Valuing digital businesses
- Quantitative and Value Investing
- Learning from ancient philosophers
- Separating the message from the messenger
- And MUCH more!
Follow Tobias on his Twitter at: https://twitter.com/Greenbackd and know more about Acquirers Funds here: https://acquirersfunds.com/