In public markets, i use algarithmic methods that i've researched for all my career. Why? The honest reason is because they negate my being a human being. If you put your money into an asset like an equity, you're going to do pretty well over almost all rolling 20 year periods. But in any rolling tenure period, it tikin the top ortile. And so just putting that rule in place, and it's not just on wall street, i'm sure you've seen the research, it's everywhere.
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/