# Tobias Carlisle

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Small Caps Are About to Have Their Moment | Jeff Weniger

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. My new book Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boo…

Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. My new book ⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Bo…

#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour

Tobias Carlisle is one of the best-known advocatesof deep value investing, author of several investing books and host of a great investing podcast which he produces live on YouTube. We talk about how he got into investing, having been a lawyer, why people worry too much about value traps but not e…

MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠ is now available via  ⁠⁠https://link.amazon/B04hl5L95⁠⁠ ────────────────────── ⁠⁠…

The End Is Nigh. Buy Here?

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next …

Why Buffett Would Be Short the “AI Horses” Right Now

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via  ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠ ──────────────────────…

Dan Rasmussen - Private Equity Returns in Public Markets - [Invest Like the Best, EP.78]

It has been a while since we discussed private equity on the show, so I was excited for this week’s conversation. My guest is Dan Rasmussen, the founder of Verdad advisers. Dan worked in private equity and has spent years studying the entire field. Dan identified several key drivers of private equi…

Tobias Carlisle: Navigating Market Crashes and Finding Opportunities in Today’s Markets.

Tobias Carlisle, founder and Managing Director of Acquirers Funds, joins Capital Thesis for a conversation on value investing, market valuations, and preparing for market downturns.Tobias discusses his approach to deep value investing, the importance of valuation and portfolio diversification, and …

Who Pays for the AI Boom? Big Tech’s Financing Problem

Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠ ──────────────────…

TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P Global, the company…