Cole/Carlisle: Deep Value Investing – Beyond Buffet
Tobias Carlisle, principal and founder of Acquirers Funds, explains his “deep value” value investing framework. While Warren Buffett looks for “wonderful companies at a fair price,” Carlisle, on the other hand, frames it differently: “Sometimes…The less attractive the business, the better the performance of the stock.” In this conversation from Real Vision, Carlisle unpacks what he looks for when he evaluates a company and how he implements his strategy in this peer-to-peer conversation with Chris Cole, founder and CIO of Artemis Capital Management.
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