IN THIS EPISODE, YOU’LL LEARN:

• If now is a good time to short Netflix
• How to value Netflix
• Why value investing has been underperforming for a long period of time
• Why the price to book is not a good indicator for outperformance

TRANSCRIPT

Intro  0:00  

You’re listening to TIP.

Preston Pysh  0:02  

Hey, everyone! Welcome to today’s show with deep value and quant investor, Tobias Carlisle. On today’s show, Toby covers some interesting topics like why value investing has been underperforming and what the future might hold for value investors. Additionally, Toby talks about how someone might think about valuing a company like Netflix and even how one might try to short a company like Netflix. 

Finally, there’s a discussion about the price-to-book ratio and how investors should think about this metric. Unfortunately, I was unable to join Toby and Stig for this discussion because I was on travel during the discussion, but I’ll be back for next week’s conversation. So without further delay, here’s our discussion with the talented Tobias Carlisle.

Intro  0:43  

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen  1:04  

Hi everyone, and welcome to the show! My name is Stig Brodersen. As we said there in the introduction, Preston couldn’t be here today because he’s away traveling. But guys, we have Tobias Carlisle, principal of Acquirers Fund here with us today. Tobias, welcome to the show!

Tobias Carlisle  1:20  

Hey! Thanks so much for having me, Stig! I don’t have that beautiful, mellifluous voice that Preston has, but I got a different accent, so this would be like a United Nations convening of The Investor’s Podcast.

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BOOKS AND RESOURCES

• Tobias Carlisle’s, Acquirers Fund
• Tobias Carlisle’s new podcast, The Acquirers Podcast
• Tobias Carlisle’s book, The Acquirer’s Multiple – read review of this book
• Tweet directly to Tobias Carlisle
• Preston and Stig’s episode with Bill Nygren about Netflix
• Kenneth French’s, Data Library
• Visit the home page of our new podcast, Millennial Investing

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