

MI025: Deep Value Investing with Tobias Carlisle (Investing Podcast)
Jan 29, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Importance of Peering Exchanges
02:08 • 4min
How to Be an Earnings Power Guy
05:58 • 1min
How to Value Invest
07:14 • 4min
The Business Cycle Interrupts Your Strategy
11:25 • 2min
The Benefits of a Value Investing Strategy
13:49 • 4min
The Psychology of Value Investing
17:31 • 4min
The Undervalued Sectors of the Insurance Industry
21:52 • 3min
How to Cut Through the Noise and Determine if a Company Is a True Issue
25:13 • 4min
Tesla: Asymmetric Positions
28:58 • 6min
How to Build a Quantitative Value Screen
34:33 • 2min
How to Invest in the Real Estate Market
36:55 • 5min
How to Buy Small Positions to Get the Most Out of Your Investment
41:35 • 2min
The Importance of Reading Buffett's Letters
43:28 • 4min
The Importance of Diversification
47:10 • 3min