Toby Carlisle

Toby Carlisle, a value investor known for his deep value strategies, joins Hari Ramachandra, an insightful blogger focused on the Indian market. They dive into stock picks, discussing the intrinsic values of companies like Diamond Hill, Oracle, and Footlocker. The duo analyzes the volatile landscape of Bitcoin and its investment potential while debating gold's stability. They also explore Reliance Industries' growth prospects in India and examine how retail dynamics impact brands like Nike, shedding light on effective investment strategies.

In this insightful discussion, guests Hari Ramachandra and Toby Carlisle delve into intriguing stock picks and investment strategies. They evaluate the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals, shedding light on Mohnish Pabrai's stance on GrafTech. The conversation also covers the nuances of short selling, why put options are a safer bet, and strategies for valuing pharmaceutical companies. Risk management and navigating the insurance sector in a low-rate environment are emphasized, providing valuable insights for investors.

Toby Carlisle, founder of the Acquirer's Fund and host of The Acquirer's Podcast, joins the discussion on various stock picks. The group evaluates the intrinsic value of companies like IGGGF and Slack, weighing their market positions and challenges. They explore the gaming industry's cyclical nature and analyze Auburn National Bancorporation as a stable dividend stock. Additionally, they reflect on recent investment mistakes, underscoring the lessons learned in adapting strategies and the importance of analyzing insider trading activities.