feynmanresearch Posted February 1, 2016 Share Posted February 1, 2016 We are conducting an interview with Tobias Carlisle, author of Deep Value and co-author of Quantitative value. Tobias has conducted other interviews, so we are looking for whatever insightful and unique questions you guys might have. Link to comment Share on other sites More sharing options...
crocodon Posted February 1, 2016 Share Posted February 1, 2016 How does his legal background help in the investment process? Link to comment Share on other sites More sharing options...
feynmanresearch Posted February 1, 2016 Author Share Posted February 1, 2016 How does his legal background help in the investment process? Thanks for the input,crocodon Link to comment Share on other sites More sharing options...
augustabound Posted February 1, 2016 Share Posted February 1, 2016 How does his legal background help in the investment process? My guess is he can get through the footnotes in about a quarter of the time the rest of us do. ;D Link to comment Share on other sites More sharing options...
Mephistopheles Posted February 1, 2016 Share Posted February 1, 2016 How does his legal background help in the investment process? My guess is he can get through the footnotes in about a quarter of the time the rest of us do. ;D That means instead of the required reading of 500 pgs/day to be considered a true value investor, he probably gets through 2,000 daily! Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 1, 2016 Share Posted February 1, 2016 Ask him about the evolution of his strategies over his investing career? How many different quantitative strategies does he run? Link to comment Share on other sites More sharing options...
blainehodder Posted February 1, 2016 Share Posted February 1, 2016 Ask him if he has actually outperformed SPY using a quant strategy of his, or if it is all backtested theory with no proven forward performance. Link to comment Share on other sites More sharing options...
netnet Posted February 2, 2016 Share Posted February 2, 2016 Two questions: I know that he has done rolling averages for statistically cheap stocks, but has he isolated how the returns compare in times of market distress to see if say looking for quality when really cheap, with quality defined by whatever measure (ROA or ROE)increases returns. (He is going to say it doesn't but the question is still worth asking.) When is his next book coming. Link to comment Share on other sites More sharing options...
crocodon Posted March 31, 2016 Share Posted March 31, 2016 Did this interview take place? Link to comment Share on other sites More sharing options...
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