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Podcast: Opto Sessions – Invest in the Next Big Idea
Episode: Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacks
Description: Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterThis 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 va...