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Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
What's the Difference Between Long and Short Value?
Siwat: I know, ithink it was right after our last podcast, you launched the acquirers fund, ticker zig. One things i want to make sure we spend a little bit time on is your process. Siwat: Like a lot of value funds, it struggled, i think, more than most people expected in c one and c two, 20 20. But then really what was interesting to me, and probably not fun for you to talk about, is a lot of the value peers accelerated in c four, 20, 20, and zig really in't. Tels us another example of that, and tesa's had this.
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