Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics.

Tobias has written some of my favorite books about investing, which I highly recommend you check out:

* Quantitative Value

* Deep Value

* Concentrated Investing

* The Acquirer’s Multiple

He also runs an excellent weekly podcast called Value After Hours with Jake Taylor and Bill Brewster.

Tobias is also the manager of two ETF’s: ZIG and DEEP which employ his deep value strategy.

Links:

* Tobias Carlisle Part I:

* Part II:

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

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The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

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