The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

Sep 27, 2024
Guest
Tobias Carlisle
Tobias Carlisle, founder of The Acquirer’s Multiple® and Acquirers Funds®, shares his journey from law to value investing, heavily influenced by legends like Warren Buffett. He discusses mean reversion, explaining its significance in investment strategies, and the importance of the Shiller PE ratio. Tobias dives into how inflation shapes his investment decisions and offers insights on an appropriate discount rate, including how it relates to Buffett's methodology. His approach emphasizes seeking deeply undervalued stocks to navigate today's market effectively.
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Episode notes
1
Intro
00:00 • 3min
2
The Journey to Value Investing: From Law to Fund Management
02:56 • 5min
3
Navigating the Landscape of Investment Philosophy
08:20 • 4min
4
Navigating Market Strategies: Value vs Growth
12:43 • 7min
5
Understanding Market Psychology and Value Investing
19:31 • 12min
6
Navigating Inflation and Airbnb Hosting
31:52 • 7min
7
Navigating Inflation and Investment Strategies
39:10 • 13min
8
Exploring Value Investing and Audience Engagement
52:24 • 4min