Jim o'shaughnessy: Sometimes we get caught up in what feel like infinite loops when trying to figure things out. The goal of this podcast is to learn how we can reset our thinking on issues that hopefully leaves us with a better understanding as to why we think the way we think, and how we might be able to change that. This podcast is for informational purposes only, and should not be relied upon as a basis for investment decisions.
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/