Тёмный

Venture Value: David Barr on small and micro growth with Tobias Carlisle on The Acquirers Podcast 

The Acquirers Podcast
Подписаться 14 тыс.
Просмотров 1,6 тыс.
50% 1

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.
The Pender Small Cap Opportunities Fund, managed by David, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for 2015 to 2017. The Pender Value Fund, which he also co-manages with Felix Narhi, received Fundata’s FundGrade® A+ Award in 2016 and 2017. These awards recognise funds that have maintained “an exceptional performance rating over the entire previous calendar year”.
www.penderfund...
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast in March 2019 to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
SEE LATEST EPISODES
acquirersmulti...
SEE OUR FREE DEEP VALUE STOCK SCREENER
acquirersmulti...
FOLLOW TOBIAS
Website: acquirersmulti...
Firm: acquirersfunds...
Twitter: / greenbackd
LinkedIn: / tobycarlisle
Facebook: / tobiascarlisle
Instagram: / tobias_carlisle
ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Опубликовано:

 

9 сен 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 3   
@papas7676
@papas7676 3 года назад
Fantastic discussion very informative
@IsaacWendt
@IsaacWendt 3 года назад
quality = statable of cash flow and can they increase this over time. Is quality just another word for value? or is value more the book value model? if you can't find out what the company makes because they aren't profitable yet. this = good > what are the incremental margins? - think amazon Capital Light - Tech, health care consumer products, specialty finance firms. Fundamentals + multiple rerate. How do you get the rerate? What affects this? Buy before they demo/show their earning power. 2-6% max position + industry exposure from the level of customer spend. rebalancing: around 25% turnover
Далее
Сказала дочке НЕТ!
00:24
Просмотров 1,2 млн
Deep Value Investing | Tobias Carlisle | Talks at Google
1:00:47
Renaissance Technologies (Audio)
3:10:45
Просмотров 102 тыс.