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.

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!

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.

Tobias Carlisle, founder of Acquirers Funds and author of "Soldier of Fortune," shares insights on value investing by blending Warren Buffett's strategies with Sun Tzu's timeless wisdom. He discusses the current small-cap landscape, macroeconomic signals, and notable case studies like Buffett's investments in General Re and Japan's trading houses. Emphasizing patience and strategic thinking, Tobias explains avoiding FOMO and highlights the power of waiting for asymmetric opportunities in investing, ensuring that financial decisions align with psychological insights.

Tobias Carlisle, founder of Acquirers Funds and author, dives into Warren Buffett's investing strategies and the wisdom of The Art of War. He reveals why the General Re deal was a strategic triumph and how Buffett's investment in BNSF defies conventional logic. Carlisle contrasts Buffett's successes with IBM's setbacks and showcases Apple as a hallmark of shrewd investing. He also discusses the significance of ethical behavior and adaptability in finance, arguing that Berkshire Hathaway is a less risky investment compared to the S&P 500.

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.

Tobias Carlisle, author and investor, dives into his new book, highlighting the strategic parallels between Warren Buffett and Sun Tzu. He reveals how Buffett's skill shines through in modern deals like Apple, framing investors as soldiers battling luck. Carlisle explores Buffett's defensive strategies, including the merger with Gen Re and insights on BNSF's geographical advantages. He discusses the importance of patience, tactical cash deployment, and the modern application of ancient strategies, warning against the pitfalls of meme-driven stocks.

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, an accomplished investor and author known for his insightful writings on deep value investing, joins the hosts to discuss his new book linking Warren Buffett to Sun Tzu's strategies. He reveals how concepts like invincibility and victory without conflict shape Buffett's approach to investments. The conversation explores the General Re acquisition, the strategic brilliance behind Buffett's actions at Apple, and the importance of avoiding mistakes in investing. Carlisle emphasizes the role of temperament over intellect and the enduring power of simplicity in successful investing.

Tobias Carlisle, founder of Acquirers Fund and author of The Acquirer's Multiple, delves into the rich interplay between investing and the timeless strategies of Sun Tzu. He highlights how Buffett’s acquisitions, like General Re and his massive stake in Apple, exemplify victory without conflict. The discussion reveals key concepts like via negativa—succeeding by avoiding mistakes—and the importance of temperament over intellect. Carlisle also emphasizes simplicity in investing, the merit of patience, and Buffett's strategic approach to the Japanese market.