Our guest today is Bris­bane-born, LA-based Tobias Carlisle, PM of Acquir­ers Funds, author of The Acquir­er’s Mul­ti­ple and Deep Val­ue, and co-host of the Acquir­ers pod­cast. We talk about the cur­rent state of val­ue invest­ing in the USA and why macro eco­nom­ics is “Astrol­o­gy For Men”.

Related

From Value to Growth: NWH — QAV AU #929

Episode Overview This week we do a deep dive Pulled Pork on NRW Hold­ings (NWH), the Perth-based engi­neer­ing and min­ing ser­vices con­trac­tor that has surged 123% in the past year and sits com­fort­ably in a few of…

Phigital Monopoly: IGL — QAV AU #928

Episode Overview This week we pay trib­ute to Sam Neill, run through a bunch of impres­sive mem­ber FY results (includ­ing one bloke who beat the mar­ket by 8.5 times), and debate whether Brent crude is a buy or a…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link