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Tag: tobias carlisle

6 years ago
Tobias Carlisle: Insights on Deep Value Investing

In a recent interview with Bloomberg TV, deep value investor Tobias Carlisle explained his macro approach as well as the strategy behind his firm’s ETF. Carlisle, founder and portfolio manager…

6 years ago
Five More Questions: Value Investing with Tobias Carlisle

This is Part II of my interview with Tobias Carlisle of the Acquirer’s funds, which just released its first ETF, the Acquirer’s ETF (ZIG) earlier this year. In Part I,…

6 years ago
Five Questions: Defending Value Investing with Tobias Carlisle

As those who read my articles know, I am a big believer in value investing. But I also understand that as a follower of value, I am prone to focusing…

6 years ago
Validea’s Justin Carbonneau on the Acquirer’s Multiple Podcast

Last week Validea Partner Justin Carbonneau was interviewed by Tobias Carlisle on the Acquirer’s Multiple Podcast. Toby and Justin discuss Validea and our approach to investing, as well as a…

7 years ago
Finding Deep Value Stocks with the Acquirer's Multiple

By Justin J. Carbonneau (@jjcarbonneau) —  In 2005, Joel Greenblatt, a successful hedge fund manager, published an incredibly simple book on disciplined value investing. The book, The Little Book that…

8 years ago
Podcasts of the Week: Carlisle, Black Monday & Dunn

By Jack M. Forehand (@practicalquant) — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week…

9 years ago
O'Shaughnessy: Timeframe Is Most Investors' Biggest Mistake

James O’Shaughnessy’s What Works on Wall Street is something of a bible for quantitative investors, and in a recent Investors Podcast, O’Shaughnessy talked about what his vast amount of research…

10 years ago
Here's Why You Shouldn't Overlook A Struggling Business

In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a…

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Recent Original Research
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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