Tobias Carlisle

Tobias Carlisle

Person

Heard in 2 episodes across 2 shows since Oct 2026

Tobias Carlisle is an investor, author, and portfolio manager who serves as principal and chief investment officer of Acquirers Funds. He is the founder of The Acquirer's Multiple and the author of Deep Value and The Acquirer's Multiple.

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Episodes

2
across 2 shows

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20262

What Tobias Carlisle has said on podcasts

25 statements

  1. on Value investingPositiveOct 15, 2026· Behind the Balance Sheet

    Value investing may recover after prolonged underperformance.

    “the pendulum has perhaps swung too far in one direction and in the stock market it tends to swing back the other direction”

    Listen at 10:50

    Open the episode · #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour
  2. on Booking.com valuationPositiveOct 15, 2026· Behind the Balance Sheet

    Booking.com appears undervalued if its historical business model persists.

    “if you look at the financials of booking.com on a historical basis and you assume that it continues to function the same way into the future, then you're getting a big discount right now on that valuation”

    Listen at 13:40

    Open the episode · #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour
  3. on Value trapsNegativeOct 15, 2026· Behind the Balance Sheet

    Investors cannot reliably identify value traps beforehand.

    “I don't think you can prospectively identify value traps.”

    Listen at 14:11

    Open the episode · #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

2 episodes featuring Tobias Carlisle, newest first

Works by Tobias Carlisle