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ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)

ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)

FromValue Hive Podcast


ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)

FromValue Hive Podcast

ratings:
Length:
64 minutes
Released:
Jun 26, 2020
Format:
Podcast episode

Description

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. 
Tobias is usually on the other end of these interviews. 
We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more!
Here's the show outline: 

[2:12] Tobias' Daily Routine
[4:01] The ZIG ETF
[9:21] Accounting For Negative FCF
[13:06] Trusting The Process During Uncertainty
[16:02] Hertz $HTZ
[18:22] CNBC and Buying Mentality 
[22:07] Randomness in Investing
[24:05] Why Tobi Started an ETF
[31:19] That Time Tobi Toured Google
[39:35] Don't Watch The Market
[40:31] What is Tobias' Edge?
[45:41] Developing a Mental Edge
[50:28] Tobi's Mt. Rushmore of Podcast Guests
[54:40] The Trouble w/ Paying For Growth
[59:51] Closing Questions

If you want to check out Tobi's book, click the links below: 

Deep Value
The Acquirer's Multiple
Concentrated Investing
Quantitative Value

Also, check out Tobias on Twitter here and his website here. 

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Jun 26, 2020
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support