Tobias Carlisle

Hari Ramachandra and Tobias Carlisle join the discussion, providing sharp insights into their chosen stocks. Hari is enthusiastic about fintech giants Block and Adyen, emphasizing their growth potential and competitive strategies. He delves into valuation concerns and market disruptions. Meanwhile, Tobias shines a light on Devon Energy, arguing it stands to benefit from the oil sector's volatility, though he cautions about its debt level. They explore the challenges and future growth in both fintech and energy, all while fostering meaningful investment community connections.

Tobias Carlisle, a value investor and founder of Acquirers Funds, discusses his bullish stance on VeriSign, emphasizing its stable revenue despite competitive pressures. Shawn O'Malley analyzes Ulta Beauty's market strategies, highlighting its appeal to younger consumers amidst competition from brands like Sephora. Meanwhile, Stig Brodersen presents LIFCO as a serial acquirer with a promising outlook, but warns of its high valuation. The trio dives into the complexities of investing, advocating for meticulous stock selection and market understanding.

Join stock analyst Hari Ramachandra, who brings insights from the pharma industry, and value investor Tobias Carlisle, an expert on deep value investing. They dive into the bull and bear cases for Uber, examining its market potential and regulatory risks. Hari shares why he’s optimistic about Merck, spotlighting its oncology blockbuster and upcoming challenges. Meanwhile, Toby discusses Bath & Body Works, emphasizing its strong brand loyalty amid financial pressures and competitive threats. It’s a treasure trove of investment strategies and market dynamics!

In a riveting discussion, Tobias Carlisle, author and host of Value After Hours, delves into the intricacies of market valuations and the ongoing struggle for value investing. He argues that today's market may be more overvalued than during historical peaks. Carlisle highlights the potential for mean reversion favoring small caps and value stocks despite an earnings recession. He also explores the transformative impact of AI, contrasts U.S. and Chinese markets, and discusses housing affordability challenges facing the economy.

Join Tobias Carlisle, a value investor and author, and Hari Ramachandra, a market analysis expert, as they dive into investment insights for 2023. Tobias advocates for Amgen, emphasizing its potential in uncertain times. Hari shares his bullish outlook on Disney, discussing its resilience in the competitive streaming market. Stig reveals why he added Spotify to his limited stock portfolio, exploring its evolution from music to a podcast powerhouse. The trio also examines the potential disruptions emerging from AI technology, particularly ChatGPT’s impact on Google.

Tobias Carlisle, founder of The Acquirer’s Multiple® and Acquirers Funds®, shares his journey from law to value investing, heavily influenced by legends like Warren Buffett. He discusses mean reversion, explaining its significance in investment strategies, and the importance of the Shiller PE ratio. Tobias dives into how inflation shapes his investment decisions and offers insights on an appropriate discount rate, including how it relates to Buffett's methodology. His approach emphasizes seeking deeply undervalued stocks to navigate today's market effectively.

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra to discuss promising stock picks and the current economic climate. They analyze why Burberry, despite challenges, could rebound and debate its market positioning. Hari champions ICICI Bank as a strong investment in India's growth, while Tobias pitches Playtika, outlining both its potential and pitfalls. They navigate economic uncertainties and explore the impact of innovation in the sector, offering valuable insights for investors looking to align with future trends.

Tobias Carlisle, an expert in value investing, discusses the struggles and opportunities of value investing for long-term investors. They cover topics like inflation, AI, Berkshire Hathaway post-Buffett, and market trends, emphasizing the importance of undervalued stocks and strong management amidst uncertainties.

Tobias Carlisle, a value investor and podcaster with a focus on deep value strategies, teams up with Hari Ramachandra, a technologist and investor known for his insights into tech companies. They discuss the recent Berkshire Hathaway meeting, with Hari bullish on Palantir despite its rocky history and Tobias advocating for Virtu Financial as a timely trade. Stig shares his rationale for adding Teqnion to his limited stock portfolio. The conversation dives into investment philosophies and the importance of community within the financial space.

Tobias Carlisle, a value investor and author known for his insights on the Acquirer's Multiple, joins Hari Ramachandra, an investor and blogger, to delve into stock market strategies. They discuss why Carlisle is bullish on Mueller Industries, citing its appealing valuation, while Ramachandra analyzes the volatility surrounding Disney and its future prospects. Additionally, Stig Brodersen shares his reasons for investing in Spotify, unpacking the company's competitive landscape and challenges in the music streaming industry.