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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
Deep Value Investing Strategies
01:06 • 14min
Exploring Value Investing Strategies
15:30 • 10min
Optimizing Capital Gains and Acquirer's Multiple
25:30 • 10min
Evolving Views on Stock Selection and Quality Factors
35:02 • 9min
Unveiling Hidden Value: Look-Through Earnings and Deep Value Investing
44:29 • 12min
Unveiling Hidden Value in Berkshire Hathaway's Non-Controlling Shares
56:05 • 2min