Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund.
Twitter: https://twitter.com/BluegrassCap
Carlota Perez: http://reactionwheel.net/2015/10/the-deployment-age.html
Bluegrass's 13F screen: https://twitter.com/BluegrassCap/status/1162170920687083520
Bluegrass's portfolio themes: https://twitter.com/BluegrassCap/status/1096143237658693632
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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https://acquirersmultiple.com/podcast/
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FOLLOW TOBIAS
Firm: https://acquirersfunds.com/
Website: https://acquirersmultiple.com/
Twitter: https://twitter.com/Greenbackd
LinkedIn: https://www.linkedin.com/in/tobycarlisle
Facebook: https://www.facebook.com/tobiascarlisle
Instagram: https://www.instagram.com/tobias_carlisle
ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer.
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