Excess Returns Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors
Sep 27, 2023
Guest Tobias Carlisle, author and value investor, commiserates about the struggles of value investing in recent years. They discuss value spreads, enduring pain, and the comparison with 2000. They also get an update on Toby's new book.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Value Investing Patterns and Catalysts
01:33 • 20min
Exploring Expectations Versus Reality in Investing
22:01 • 2min
The Significance of Buybacks in Evaluating Companies
23:51 • 3min
The Excesses and Flaws of the Tech Industry
26:49 • 13min
The Pitfalls of 'Buy the Dip' Mentality
39:20 • 12min
Rediscovering 'San Su' and Finding Inspiration in Chaos
51:11 • 6min
Discussion of Reading Books and Appreciation for Guest
57:21 • 2min