Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
Podcast - Partha A, the G Schor
You run a very popular podcast called the acquirers podcast, one of my favorites to listen to. And i'm curious, how has your experience as a host shaped or helped reshape your own investment philosophy and practice? Yes, it's been,. it's been an unexpectedly positive thing to do. I started out initially doing it ecause i wanted to promote the funds, and you have compliance obstacles to promoting the funds. You get the same benefit from talking to other people on tis podcast, a lot of it is and you get to drive the conversation. Sevear full datus that anybody can run a simple back test and show that value does buried in book values.
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