ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)
Value Hive Podcast - Podcast tekijän mukaan Brandon Beylo - Perjantaisin
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This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. Tobias is usually on the other end of these interviews. We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more! Here's the show outline: [2:12] Tobias' Daily Routine [4:01] The ZIG ETF [9:21] Accounting For Negative FCF [13:06] Trusting The Process During Uncertainty [16:02] Hertz $HTZ [18:22] CNBC and Buying Mentality [22:07] Randomness in Investing [24:05] Why Tobi Started an ETF [31:19] That Time Tobi Toured Google [39:35] Don't Watch The Market [40:31] What is Tobias' Edge? [45:41] Developing a Mental Edge [50:28] Tobi's Mt. Rushmore of Podcast Guests [54:40] The Trouble w/ Paying For Growth [59:51] Closing Questions If you want to check out Tobi's book, click the links below: Deep Value The Acquirer's Multiple Concentrated Investing Quantitative Value Also, check out Tobias on Twitter here and his website here. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support