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Inside Artisan's Global International Fund with Portfolio Manager David Samra

Автор: The Acquirers Podcast

Загружено: 2026-07-22

Просмотров: 1524

Описание: 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 https://acquirersmultiple.com/podcast

We are live every Tuesday at 1.30pm E / 10.30am P.

─────────────────────────────────
📬 VALUE OPTIONS LETTER

Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.

Every idea reviewed and approved by an analyst before it hits your inbox.

https://valueoptionsletter.com/subscribe

─────────────────────────────────

About Jake
Jake's Twitter:   / farnamjake1  
Jake's book: The Rebel Allocator https://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.

SEE LATEST EPISODES
https://acquirersmultiple.com/podcast/

SEE OUR FREE DEEP VALUE STOCK SCREENER
https://acquirersmultiple.com/screener/

FOLLOW TOBIAS
Website: https://acquirersmultiple.com/
Firm: https://acquirersfunds.com/
Twitter:   / greenbackd  
LinkedIn:   / tobycarlisle  
Facebook:   / tobiascarlisle  
Instagram:   / tobias_carlisle  

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) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://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).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 https://acquirersmultiple.com/podcast

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Inside Artisan's Global International Fund with Portfolio Manager David Samra

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