Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/

Didier Sornette's TED Talk on predicting financial crises: https://www.ted.com/talks/didier_sornette_how_we_can_predict_the_next_financial_crisis/transcript  The Sornette Wave (Log-Period Bubble): https://www.hussmanfunds.com/wmc/wmc130415.htm  Barry Diller and IAC: https://www.forbes.com/sites/antoinegara/2019/10/02/who-needs-moonshots-how-former-hollywood-mogul-barry-diller-built-a-42-billion-tech-fortune-out-of-underdog-assets/#f0cfe7c368eb  https://www.cnbc.com/video/2019/10/30/watch-cnbcs-full-interview-with-media-mogul-barry-diller.html  https://www.stitcher.com/podcast/vox/recode-decode/e/58843590

About Bill: Bill runs Sullimar Capital Group, a family investment firm.

Bill's website: https://sullimarcapital.group/

Bill's Twitter: @BillBrewsterSCG

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment.

About Jake: Jake is a partner at Farnam Street.

Jake's website: http://www.farnam-street.com/

Jake's podcast: https://twitter.com/5_GQs

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).