52 - The Acquirer's Multiple with author Tobias Carlisle (Interactive Book Review)

Book: The Acquirer's Multiple by Tobias Carlisle

If you enjoyed this podcast episode and would like to learn more about Deep Value Investing, consider purchasing the book through one of the following affiliate links.

• Available at Amazon for Kindle
• Available at Audible as an Audiobook
• Available at Amazon as a Paperback

Thank you for your support.

How to connect with Tobias Carlisle

• Follow his work on Twitter: @Greenbackd 
• Tobias Carlisle's Website:
  • AcquirersMultiple.com
  • His website includes a Free Deep Value Stock Screener
• Tobias Carlisle's ETF:
  • https://acquirersfund.com/
  • Ticker: ZIG

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You can find out more information by listening to episode 11 of this podcast.

Show Outline: Interview with Tobias Carlisle

The full show notes for this episode are available at https://www.diyinvesting.org/Episode52

Book: The Acquirer's Multiple (Interactive Review with Author)

• Deep Value Investing
•  
  Is Deep Value only a good strategy when control situations are viable?
•  
  Activists benefit deep value investors beyond themselves
•  
  Mid-Cap Stocks are a prime market because of so many activists
•  
  Negative Enterprise Value Stocks – Great portfolio for investors without liquidity restrictions
•  
  The Acquirer’s Multiple: EV / Operating Earnings
  •  
    A multiple of 10 or less or a 10% earnings yield is a good target
• How could Mean Reversion fail or stop working? (Key Deep Value Assumption)
•  
  Can Business Analysis be learned? (And is it even worth it?)
•  
  What value does a portfolio manager provide over a computer in the deep value space?
•  
  Tobias’s ETF: ZIG (‘ZIG when the market zags’)