Lik: I have great admiration for anyone who can have that kind of success, comp ding continually over one's entire life. i am much more thoroughly a quant and by that, i mean i look for symmetries, if you will, describing why systems work the way they work. So value is pretty good metric, so is momentum, et cetera. If your actions can't change the outcome of something, don't worry about ity. Stop fretting about it. It's incredibly freeing. Unbelievable.
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/