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MI241: The Acquirer’s Multiple Strategy w/ Tobias Carlisle
Currently unavailable
MI241: The Acquirer’s Multiple Strategy w/ Tobias Carlisle
ratings:
Length:
56 minutes
Released:
Dec 13, 2022
Format:
Podcast episode
Description
IN THIS EPISODE, YOU’LL LEARN:02:52 - Breaking down Warren Buffett’s strategy of “buying down wonderful companies at a fair price.” 02:52 - What the Acquirer's Multiple Investing strategy is. 08:35 - Why enterprise value is more useful than market cap to value stocks. 08:35 -The benefits of the Acquirer's multiple strategy vs Warren Buffett value investing strategy. 16:42 - How mean reversion works, what companies and financial metrics typically exhibit mean reversion. 29:28 - Why a competitive advantage is key for a company to sustain a high ROIC. 40:55 - What are things that investors mistake as being moats or sustainable advantages? 50:58 - How to implement this strategy and use the Acquirer's multiple stock screener. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESTobias Carlisle’s book The Acquirer’s Multiple.Tobias Carlisle’s book Deep Value.Tobias Carlisle’s book Quantitative Value.The Acquirer’s Podcast.The Acquirer’s Multiple.The Acquirer’s Fund.Related Episode: MI025: Deep Value Investing W/ Tobias Carlisle - MI025.Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway W/ Adam Mead - MI084.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Find an advisor who’s invested in you with iA Financial Services Inc.Design your perfect suit with Indochino. Get 10% off any purchase of $399 or more by use promo code INVEST.Support our free podcast by supporting our sponsors.Connect with Tobias: Website | Twitter | LinkedInConnect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Released:
Dec 13, 2022
Format:
Podcast episode
Titles in the series (100)
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