The Case for Value Investing with Tobias Carlisle

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Apr 4, 2024

Tobias Carlisle, an expert in value investing, discusses the struggles and opportunities of value investing for long-term investors. They cover topics like inflation, AI, Berkshire Hathaway post-Buffett, and market trends, emphasizing the importance of undervalued stocks and strong management amidst uncertainties.

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Introduction

00:00 • 2min

The Impact of Passive Investing on Market Dynamics

01:59 • 12min

Exploration of Warren Buffett's Investment Strategies and Berkshire Hathaway's Future

14:00 • 6min

Exploring Generational Investing Shifts and Philanthropy Impact

19:45 • 2min

Navigating Investment Strategies in an Inflationary Environment

21:49 • 22min

Navigating Changes in Financial Data for Investment Strategies

43:24 • 19min

Exploring Occam's Razor, Authoritarianism, and Political Optimism

01:01:55 • 3min

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case in several of our episodes and so we thought it was time we explored the other side of the argument and looked at the long-term case for value. And we couldn't think of anyone better to do that with than our good friend Tobias Carlisle. In this episode, we talk to Toby about the struggles of value and why he thinks they present a significant opportunity to long-term investors. We also discuss inflation, AI, what Berkshire will look like after Buffett and a lot more.

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