Building a Robust Investment Strategy: Insights from Tobias Carlisle

Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into investing inspired by Warren Buffett. His career spans roles as an activist hedge fund analyst and general counsel, leading up to his authorship of Deep Value, Quantitative Value, and Concentrated Investing. Full transcript available here: https://aqfd.docsend.com/view/ziv6die4mhrta2ud Contents: (00:00:01) The Journey from Australia to the States (00:03:20) A Career Start in Law (00:07:01) The Transition to Investing (00:14:46) Exchange traded Funds vs. Mutual Funds (00:27:31) The Important of Risk of Ruin (00:31:12) On Tobias’s Books (00:36:33) The Disciple of Writing (00:45:26) Tobias on His Portfolio Construction (00:58:17) Historical Fictions

Om Podcasten

I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.