Tobias Carlisle - Realism Over Idealism in Value (S4E9)

1

Introduction

00:00 • 3min

2

Is Value Not Cheap?

03:07 • 4min

3

The Dock Com Era Is Still Well Within the Cultural Memory

07:28 • 3min

4

Is Price to Book Value Really Dead?

10:15 • 4min

5

Is Price to Book Value a Good Metric?

14:26 • 2min

6

Growth Versus Value?

16:21 • 6min

7

The Implications for Value Investors

22:01 • 5min

8

Is Value Investing Fundamentally Incongruous With Right Tail Invest?

27:09 • 6min

9

How Do You Protect Yourself From Another Three to Five Years of Market Environment?

32:41 • 3min

10

Value vs Growth - What's the Difference?

35:49 • 5min

11

What Innovations Have Worked for You?

40:26 • 5min

12

Podcast - Partha A, the G Schor

45:16 • 4min

13

What's the Difference Between Long and Short Value?

49:22 • 4min

14

The Dangers of Shorting

53:32 • 5min

15

Small and Micro in the Small Cap Space?

58:50 • 3min

16

Small Cap Indexes

01:01:46 • 3min

17

The Invincible Industrialist

01:04:33 • 4min

18

What Are the Qualities of Survival?

01:08:50 • 4min

19

What Are You Most Looking Forward to on the Other Side?

01:13:06 • 4min