Podcasts Business Investing The Meb Faber Show Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement | #272

Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement | #272

Published: Dec. 16, 2020, 6 p.m.

b'In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of the firm\\u2019s deep value strategy.\\nIn today\\u2019s episode, we\\u2019re covering Tobias\\u2019 best idea: small cap and microcap value. Value stocks have underperformed but Tobias thinks now they offer a great risk/reward. He walks us through historical data and research from the past 200 years and why that leads him to believe value will outperform going forward. We compare the current setup to prior periods when value underperformed in 2000 and even talk about some of his favorite holdings.\\nAs we wind down, he touches on shorting the market and how it provides protection for long positions if the market falls over.\\nPlease enjoy this special \\u201cBest Ideas\\u201d episode with Acquirers Funds\\u2019 Tobias Carlisle.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'