Aurelius is dealing with the atheists, as he calls them, because they don't believe in the roman gods. And i'm astonished at how well those ideas stand up. I think that buffet has either intuitively or consciously adopted many of these practices. Without paying any money for ita buffits managed it survive. It's so hard to get into the seat where you own the thing and you run it - everybody wants that seat every single day.
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/