#16: Tobias Carlisle on Beating ’The Little Book That Beats The Market’

1

Introduction

00:00 • 4min

2

The Rise and Fall of the Activist Investor

04:14 • 2min

3

How to Be a Good General Counsel for a Tel Communications Company

05:49 • 2min

4

Warren Buffett and the Value Investing Trends

07:53 • 2min

5

How to Overcome the Difficulty of Writing a Book

10:18 • 2min

6

The Acquires Multiple

12:09 • 4min

7

Warren Buffett's Quantitative Approach to Value

16:14 • 4min

8

The Advantages and Disadvantages of the Avatars Multiple

20:31 • 3min

9

The Differences Between the Magic Formula and Hardcore Value Investing

23:38 • 3min

10

The Dispersion of Value in the Market

26:38 • 3min

11

How to Find Value Outside of Indexes

29:42 • 3min

12

How to Avoid Ugly Situations in the Acquirers Multiple

32:16 • 3min

13

The Inverse of Profitability

35:07 • 3min

14

The Value of Mean Reversion in Corporate Profit Margins

38:15 • 3min

15

The Rise of the Labor Share of Corporate Income

41:13 • 2min

16

The Magic Formula and the Value of Apple

43:13 • 3min

17

The Fear of Apple

45:56 • 3min

18

Concentrated Investing: The Kelly Criterion

48:47 • 5min

19

How to Concentrate Your Portfolio

53:32 • 2min

20

The Long and Short of the Assured Guarantee

55:41 • 2min

21

How to Buy a Stock That Meets the Acquirer's Multiple Criteria

57:23 • 4min