Haydn Brain + Ed Gotham & Tobias Carlisle , Opto Sessions – Invest in the Next Big Idea

Tobias Carlisle - Another lost decade of returns, Dominos (DPZ) & Stock Buybacks

25 Aug 2022 • 47 min • EN
47 min
00:00
47:52
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Get Opto’s best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter This 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 value strategy is available as an actively managed ETF, ticker ZIG on the NYSE. Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012). In this interview, we discuss another lost decade for market returns, Growth Vs Value, and why you should keep your eyes open for stock buybacks. Enjoy! acquirersmultiple.com @Greenbackd Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter ------------------ Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person. The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination. CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

From "Opto Sessions – Invest in the Next Big Idea"

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