Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market
Ойын-сауық
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake
Jake's Twitter: / farnamjake1
Jake's book: The Rebel Allocator amzn.to/2sgip3l
ABOUT THE PODCAST
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.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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Website: acquirersmultiple.com/
Firm: acquirersfunds.com/
Twitter: / greenbackd
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s 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) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
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.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Пікірлер: 22
Trade by day, value after hours podcast by night. ... All day
@TheAcquirersPodcast
3 ай бұрын
ha ha ha.
Thank you Jake! Re: Absolute vs Relative return
What a great guest. Absolute return and sanity in a world that is utterly unhinged. ❤
Thank you for the content! In time the value investors will be proved right!
Hi Tobias and Jake, long time enjoyer of the podcast, thanks for all the great work! I was wondering whether you would consider also uploading the veggies segment as a separate video (maybe one week after the podcast originally airs)? I love the whole show and I've been wanting to share the veggies with some of my friends who aren't that interested with investing but enjoy the veggies when I tell them about each weeks serving. I would love to have them to be able to hear it first hand, I think this section has a wider and more timeless appeal. Keep up the great work, already waiting for the next episode. Great to see another Perth listener made it to the live viewing.
@ChrisE1415
3 ай бұрын
If they are unable you can share links to KZread videos at a particular time. If you select the time in the video i.e. 47.02 for this video segment, then go to share and in the bottom left corner select the time then copy the link.
@ValueHurts
3 ай бұрын
Jake should have all the veggies transcribed edited and published in a beautifully bound book. Everyone would love that and Jake would make a bit of cash. Forward by Tobias and Bill
What is the name of the website that has the small, mid and large cap PE multiple charts. It was mentioned around time 33:20
@TheAcquirersPodcast
3 ай бұрын
yardeni.com/our-charts/
@epatton6
3 ай бұрын
@@TheAcquirersPodcast Thanks!!!!!
Old man yells at cloud?
timestamp plz
If you close your eyes, it sounds a bit like Jerry Seinfeld is gracing my ears with value porn about how overpriced everything is
@ordinaryhuman2511
3 ай бұрын
Truly looking into the face of god then ✅
@user-mn8ul9bf2g
3 ай бұрын
No!
@jacobtaylor6544
3 ай бұрын
"What's the deal with small cap value? Why would you ever want to be cheap, small, and junky? Don't they know it's better to be large and high quality?" [I won't be quitting my day job...]
@ordinaryhuman2511
3 ай бұрын
@@jacobtaylor6544 ha nice, I was tempted to roll out the Ovaltine template as well.
@ducksupps9369
3 ай бұрын
@@jacobtaylor6544 if I’m not mistaken, over last 100 or so years, small caps traded at a premium on average, and value overall has outperformed. Value is just something that clicks with you or doesn’t 🤓 there is such thing as overpaying for quality. It’s not just about the business, it was you pay for it also (and over last 10 years of easy money, this has almost been forgotten). What has made buffet so incredible is that he has identified enduring quality and purchased it at a wonderful price (despite him saying in theory a “fair price”).
Veggies - 47:02
TO me he failed as a guest bercause he just spoke in broad generalities about stuff we already know - Fed, inflation, QE, etc . HE should have talked about companies that check all the boxes for absolute return. ..this was a gross waste of viewer time.