Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

Published: Sept. 2, 2021, 7 a.m.

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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ 

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https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/

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About Jake: Jake is a partner at Farnam Street.

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Jake\'s website: http://farnam-street.com/vah

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Jake\'s podcast: https://twitter.com/5_GQs

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Jake\'s Twitter: https://twitter.com/farnamjake1

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Jake\'s book: The Rebel Allocator https://amzn.to/2sgip3l

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About Bill: Bill runs Sullimar Capital Group, a family investment firm.

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Bill\'s website: https://sullimarcapital.group/

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Bill\'s Twitter: @BillBrewsterSCG

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About Mike:  Mike is a former HF analyst.

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3rd gen Oklahoman who has retired to raise his three boys and manage his own money.

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Mike\'s Twitter:  https://twitter.com/IgnoreNarrative

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ABOUT THE PODCAST

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Hi, I\'m Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

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We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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SEE LATEST EPISODES

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https://acquirersmultiple.com/podcast/

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SEE OUR FREE DEEP VALUE STOCK SCREENER

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https://acquirersmultiple.com/screener/

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FOLLOW TOBIAS

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Website: https://acquirersmultiple.com/

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Firm: https://acquirersfunds.com/

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Twitter: https://twitter.com/Greenbackd

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LinkedIn: https://www.linkedin.com/in/tobycarlisle

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Facebook: https://www.facebook.com/tobiascarlisle

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Instagram: https://www.instagram.com/tobias_carlisle

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ABOUT TOBIAS CARLISLE

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Tobias Carlisle is the founder of The Acquirer\\u2019s Multiple\\xae, and Acquirers Funds\\xae.

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He is best known as the author of the #1 new release in Amazon\\u2019s Business and Finance The Acquirer\\u2019s 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\\u2019s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World\\u2019s 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.

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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. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

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