What Works: Investor and author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast

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James P. O'Shaughnessy is the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut: osam.com/
Jim published his first book Invest Like the Best in 1994, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the Markets of Tomorrow in 2006.
His Twitter account is / jposhaughnessy
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about 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
acquirersmultiple.com/podcast/
SEE OUR FREE DEEP VALUE STOCK SCREENER
acquirersmultiple.com/screener/
FOLLOW TOBIAS
Website: acquirersmultiple.com/
Firm: acquirersfunds.com/
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:

30 май 2019

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Комментарии : 21

@charleswesesky747 5 лет назад

"Life is too short to be a troll" is probably the best life advice.

@chuckdiezel7652 3 года назад

I am going back and watching more of these... this was a rly good one! Pls get Joel Greenblatt on at some point

@samonaro65 5 лет назад

His work is so underrated. Interesting to find out about Jim's family

@AuditorInvestor 3 года назад

JPO is a CLASS act, a great person. Very interesting to hear about his family history.

@victorhargrave8459 5 лет назад

One thing I loved about this video is the point about price to book! I didn't realise how bad the metric has become, especially for companies which have been depreciating their inventory for such a long time. Great Video. Keep it up!

@ztanlee5535 4 года назад

I absolutely love Jim! Amazing guy. While society would choose comforting lies, it seems that truth is the only thing that matters to him.

@sacherlapunith4177 3 года назад

Jim comments on Price to Book is interesting. Would be nice how Walter and Edwin Schloss would have responded. Tobias it would be nice if your did a podcast with Edwin Schloss

@freetrailer4poor 5 лет назад

One thing I noticed is dividend investors generally don't like buybacks. They are short-term thinking and want yield now. Government types hate buybacks as they really don't like the stock market, they would take all the profits if they could and spend it so they gain fame and power.

@bananarepublic8951 3 года назад

I started reading The Intelligent Investor by Ben Graham. Jame O'Shaughnessy mentioned in that book. The reason why he mentioned and his book "What works on the Wall street" is kind of interesting and eye opener.. When all his funds got crushed the book says ""’Shaughnessy’s shareholders might have been less upset if he had given his book a more precise title-for instance, What Used to Work on Wall Street . . . Until I Wrote This Book ""😂

@do_regan 3 года назад

Wow. Did not know Jim was from MN, and subsequently just realized who the O'Shaughnessy is that a litany of auditoriums, stadiums, libraries, and etc. are named after in Saint Paul.

@alexinvests 4 года назад

Such a great interview

@johnnywatson7098 5 лет назад

Awesome content!

@freetrailer4poor 5 лет назад

Generally all cash acquisitions beat the market as people undervalue businesses and all the money goes to the bottom line without dilution. A larger buyback stock can often merge with a smaller company with stock and after a few years all the shares used to buy the company are bought back. I am just guessing but I am pretty sure it would beat the market.

@freetrailer4poor 5 лет назад

Funny how he said his dad bought oil companies during a downturn that had too much debt. As Buffett said, the only thing we learn from history is that we don't learn from history.

@HepCatJack 4 года назад

Exxon Mobil did something similar when oil became cheap in the 1990's. They bough many bankrupt players instead of digging for new oil wells. "It's when the tide goes out that you see who has been swimming naked".

@chucksirron6346 5 лет назад

Finally

@warrenbuffett3736 2 года назад

I only listened half-way through. Got tired of hearing how Jim foresaw all of these opportunities before everyone else. If that were true, then why is he not on the Forbes 400? Humility can be a good thing sometimes.

@spencerwilliams3385 4 года назад

Imagine if all of these smart people chose engineering instead of finance.

@tiendoan1333 3 года назад

Engineers get their degrees so they can eventually do finance

@freetrailer4poor 5 лет назад

The price of a stock does not mean anything. The marketcap does not tell you the value of anything. If no one posted an unfilled sell limit order the price of every stock would be zero. Vote no on all private equity deals, do not loan out your shares, too many type As in financial industry that don't give a crap about anyone and will lie and deceive.