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Podcast: Australian Investors Podcast
Episode: Deep value quantitative investing, ft. Tobias Carlisle
Description: Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.Talking points:
Why Tobias would want Warren Buffett on speed dial (over any other investor)
Tobias backstory, including growing up in outback Australia
How Tobias morphed a legal career into value investing
How to find and short companies in financial distress (including frauds)
Why Tobias believes stable + wide gross margins are a great predictor for the quality factor
The Magic Formula versus Acquirer's Multiple
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