Applying Deep Value Investing – with Toby Carlisle

Executive Summary: Toby Carlisle’s background is as a Corporate Advisory Lawyer specializing in Mergers and Acquisitions. Today, Toby is managing his clients’ portfolios through his company Eyquem Investment Management, and is a popular value investing blogger. In this interview, Toby will share his extensive research on “Deep Value”, which is an easily applicable approach to Warren Buffett’s strategy of finding undervalued stocks. • What is the “Acquirers Multiple” and why is it a systemized method to consistently outperform the market? • How do I personally apply Toby’s systemized investing process to my portfolio? • How can I locate and avoid earnings manipulation and fraud when picking stocks? Books and resources mentioned in this episode Toby’s popular investing blog: www.Greenbackd.com Toby’s stocks screener: www.AcquirersMultiple.com Toby’s in-depth analysis of stocks: www.SingularDiligence.com Preston and Stig interview with Toby about “Deep Value”: http://www.theinvestorspodcast.com/episodes/25-deep-value-investing.html#sthash.jbMPZkI4.dpbs Toby’s book, Deep Value: http://www.amazon.com/gp/product/1118747968/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118747968&linkCode=as2&tag=pypull-20&linkId=HIJYSKZ6QWZ5L3K2 Toby’s book, Quantitative Value: http://www.amazon.com/gp/product/1118747968/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118747968&linkCode=as2&tag=pypull-20&linkId=HIJYSKZ6QWZ5L3K2 Mohnish Pabrai’s book, The Dhando Investor: Download Stig & Preston's 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Subscribe to The Investors Podcast on iTunes: https://itunes.apple.com/us/podcast/the-investors-podcast/id928933489 Subscribe to The Investor Podcast on Stitcher: http://www.stitcher.com/podcast/theinvestorspodcast/the-investors-podcast?refid=stpr Have a question? Get your voice heard on the show: http://www.theinvestorspodcast.com/get-on-the-show.html Stig & Preston are the #1 selling Amazon authors of the Warren Buffett Accounting Book. The book can be found at the following location: http://www.amazon.com/gp/product/1939370159/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1939370159&linkCode=as2&tag=pypull-20&linkId=XRE5CA2QJ3I2OWSW

Comments

1. Smart guy who has written some really interesting books. However his QVAL etf did not show that unbelievable good performance.
2. what can you say about timber investment?