We Study Billionaires - The Investor’s Podcast Network cover image

We Study Billionaires - The Investor’s Podcast Network

TIP 025 : Deep Value Investing - w/ Tobias Carlisle (Investing Podcast)

Mar 7, 2015
Tobias Carlisle, author of 'Deep Value,' shares insights on outperforming the market, contrarian views, and determining when to sell stocks. The episode explores value investing strategies, optimizing capital gains, and hidden values in companies like Berkshire Hathaway.
55:12

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Deep Value investing focuses on identifying undervalued stocks at their cycle lows.
  • Investing in worst-performing companies with declining earnings can yield significant returns.

Deep dives

Overview of Toby Carlisle's Book on Deep Value Investing

Toby Carlisle introduces the concept of Deep Value investing, highlighting the approach contrarians and activist investors use to value companies thoroughly. He explores the notion of mean reversion, where businesses cycle through periods of high and low returns, emphasizing the importance of identifying undervalued stocks at the bottom of their cycle.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode