Dan Rasmussen, author of 'The Humble Investor,' dives into the art of identifying undervalued investments amid fluctuating market sentiments. He discusses intriguing investment prospects in Europe and Japan, emphasizing the impact of corporate governance reforms. The conversation shifts to the current dynamics of small cap value stocks and the social psychology influencing investor behavior. Rasmussen also explores the contrasting roles of gold and Bitcoin in today's market, providing insights on their resilience and correlations with growth stocks.
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insights INSIGHT
European Market Opportunities
Europe offers high-quality businesses at cheap valuations due to excessive pessimism.
Factors contributing to this pessimism include Brexit, the Ukraine war, and the energy crisis.
insights INSIGHT
Japanese Small-Cap Valuation
Japanese small-cap valuations hinge on balance sheet actions, not future cash flow.
Selling cross-holdings, share buybacks, and leveraging real estate can increase their value.
insights INSIGHT
US Market Valuation
US market valuations are driven by specific tech innovations, not broad averages.
The success of AI investments will determine whether current high valuations are justified.
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake
Jake's Twitter: https://twitter.com/farnamjake1
Jake's book: The Rebel Allocator https://amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).