Opto Sessions – Invest in the Next Big Idea

Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacks

August 25, 2022 Haydn Brain & Ed Gotham Season 1 Episode 130
Opto Sessions – Invest in the Next Big Idea
Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacks
Show Notes

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This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager.

Their investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. They believe deeply undervalued and out-of-favor stocks offer asymmetric returns, with the potential for limited downside and a greater upside.

The Acquirers Fund's deep value strategy is available as an actively managed ETF, ticker ZIG on the NYSE.

Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

In this interview, we discuss another lost decade for market returns, Growth Vs Value, and why you should keep your eyes open for stock buybacks.

Enjoy!

acquirersmultiple.com
@Greenbackd

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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