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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: Quantitative Wisdom: Lessons for Qualitative Investors w/ Tobias Carlisle
Description: Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of courage in investing, some excellent points on concentration from investing legends like Warren Buffett and John Maynard Keynes, and a whole lot more!IN THIS EPISODE, YOU’LL LEARN00:00 - Intro02:57 - What qualitative investors can take away from Quants.03:13 - Why long-term survivability is un...