Excess Returns Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Jul 25, 2024
Value investing expert Tobias Carlisle discusses the recent outperformance of small cap and value stocks, the challenges of value strategy underperformance, and his approach to stock selection. He emphasizes patience, skepticism of growth projections, and prioritizing survival in investing. The conversation also touches on the dominance of large tech companies and their future returns.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Value Investing Strategies in Uncertain Markets
01:31 • 28min
Analyzing Operating Income, Reinvestment Returns, and Shareholder Yield in Value Investing
29:34 • 4min
Evolution of Investing Philosophy with Warren Buffett's Influence
34:03 • 8min
Optimal Portfolio Size: Diversification vs Concentration
42:09 • 9min
Analyzing Sector Concentration in Long-Only Value Investing
50:52 • 3min
Evaluating Tech Giants in Value Investing
53:31 • 8min