Talk Your Book: The Acquirer’s Multiple

Today’s Animal Spirits: Talk Your Book is presented by The Acquirer’s Fund:

We discuss:

  • Deep value investing with Tobias Carlisle
  • Valuing businesses from the perspective of a private equity firm
  • Where did the 130/30 fund structure originate?
  • Have the new growth stocks changed the game for value investing?
  • Why you shouldn’t short stocks based on valuations
  • The broken leg theory
  • When to cover shorts
  • Why mid caps are the sweet spot in the market cap spectrum
  • Does the magic formula from Joel Greenblatt work in the real world?
  • The art of backtesting and much more

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Books mentioned:

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