Tobias Carlisle: Part 3

The Security Analysis Podcast

Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics.

Tobias has written some of my favorite books about investing, which I highly recommend you check out:

* Quantitative Value

* Deep Value

* Concentrated Investing

* The Acquirer’s Multiple

He also runs an excellent weekly podcast called Value After Hours with Jake Taylor and Bill Brewster.

Tobias is also the manager of two ETF’s: ZIG and DEEP which employ his deep value strategy.

Links:

* Tobias Carlisle Part I:

* Part II:

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