Millennial Investing - The Investor’s Podcast Network
Business:Investing
MI280: Deep Value Investing in 2023 w/ Tobias Carlisle
Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more!
Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds® which manages ZIG, the Acquirers Fund, and DEEP, the Roundhill Acquirers Deep Value Fund.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:33 - His current assessment of the global economy and markets.
08:59 - Why he thinks the current market conditions create a favorable set up for value investors going forward?
20:32 - How long a mean reversion trade typically takes and how this differs from a time horizon of a quality investor.
24:39 - How to use his screeners and find companies that are cheap on an acquirer’s multiple basis?
44:39 - How an assessment of quality plays a role in a deep value strategy.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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