As part of this project, i've read san su the art of war. I've read it probably every five years since i was in high school. But for some reason, in september last year, when i read son su's art of war, i talked about this on bill brewster's podcast. And so i went in an as the first time that boyd can't have unlocked son su for me. As it was unlocked, i realized that buffet does a lot of these things and he either does them consciously because he's read sun su. So there's much more to being self aware than just knowing what you think is right or wrong. If history's a good
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/