Investing · Tobias Carlisle
by Tobias Carlisle
This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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This show has stayed true to its principles, even as the market has been punishing. Hosts are well prepared and thoughtful. Veggies by JT are great and Tobias is a man of conviction. Usually their guests are balanced even though they are fighting an urge to talk their book. However, Meb Faber was the rudest guest ever. He seemed to forget he was a guest and talked over both of them. Hope he is never back.
Tobias, Jake, and Bill are an excellent standing panel that walk through the value investing topics du jour. The format changes occasionally from panel to 1-on-1 interview. The guests are always fantastic and interesting. Highly recommend!
This would be an easy 5 star review if it weren't for Bill constantly whining, being rude, and derailing interesting conversations. Haven't listened to a single episode where Bill hasn't had a negative impact on what is otherwise a fantastic podcast.
Thursdays are always fun and usually educational. But the Monday programs are the red meat to go with the veggies. Toby does a terrific job guiding the conversation. He leaves a lot of room for the subject to expound. He stays very neutral and rarely interjects himself into the interview. Top notch. And I’m happily invested in DEEP and ZIG. And no, this was not a paid review!
Such a frustrating show to listen to. Toby and Jake provide very thoughtful market insights and macro/micro speculations. Toby’s pondering and Jake’s ‘veggies’ make for excellent content. Bill on the other hand is rude, off topic, and is constantly overpowering the conversation. This really detracts from what would otherwise be an excellent show. Please drop the third and stick to good, insightful content.
This is an entertaining podcast with some interesting observations contained within the banter, however; at times it sounds more like a college dormitory. One of the speakers giggles a lot and then throws out F-bombs for shock value.
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