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Planet MicroCap Podcast | MicroCap Investing Strategies
What the Data Says the Market Hates Right Now + One Semi-Bold Prediction with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours
Sep 12, 2023
Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours, discusses the current state of Microcap stocks, the potential for a recession, the long period of underperformance for value in the market, the 10-year Treasury yield curve inversion, standout companies in the small micro-cap market, fundamental weaknesses in the market, current market conditions and long-term investment strategy.
51:08
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Quick takeaways
- Small value stocks are currently cheap and offer potential for strong returns in the long term.
- The inversion in the treasury yield curve indicates a potential recession by October 2022 to January 2023.
Deep dives
The significance of small value stocks in the current market
The speaker discusses the potential opportunities in small value stocks, despite the recent underperformance. He believes that small value stocks are currently cheap and offer potential for strong returns in the long term. He suggests that investors should have a longer-term horizon and be patient, as market weakness could present buying opportunities. He also mentions the weakness in the underlying economy and the potential impact of a recession.
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