[Deep Value] Kindle ✓ Tobias E. Carlisle


The best book I ve read this year case studies coupled with academic #Findings Just How I #just how I my theory reading Carlisle makes the case for intrinsic value relative to earnings or the inverse the acuirer s multiple as the only measure of value worth pursuing The author rushes through analyses which makes it difficult to follow the logic at times but provides copious supporting data for his argument in the form of charts tables and other figures so the reader can follow along visually Hands down one of the best books I have read to this date read it twice in 6 months it offers counter intuitive ideas and facts and backed by uality statisticsLong version reviewMean reversion in business is pervasive can think of cyclical nature of businesses High return businesses attract competition and drives down return A line from the book Rats beat the MBAs sums up the point of this book If you re of the belief that biases cannot be controlled and that one canno This book is borderline repetitive regarding the concept of mean reversion but at the same time it is a treasure trove of counter intuitive data on market beating deep value portfolios In the first half of data on market beating deep value portfolios In the first half of book Tobias Carlisl. The economic climate is ripe for another golden age of shareholder activism Deep Value Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations is a must read exploration of deep value investment strategy describing the evolution of the theories of valuation and shareholder activism from Graham to Icahn and beyond The book combines engaging anecdotes with industry research to illustrate the principles and methods of this complex strategy and explains the reasoning behind seemingly incomprehensible activist maneuvers Written by an active value investor Deep Value provides an insider's perspective Deep Value

Tobias E. Carlisle ´ 8 Summary

Ate an example of how it could be calculated from an actual companyThe books is expensive I paid about 60 dollars on I understand it s partly because it s an academic work ind of like buying an article in an investmentfinance research journal But 60 85 dollars going price is a bit excessiveReview summary Interesting and accessible book backed by empirical data Strongly recommend to intermediate to advanced investors particularly those of a value bent This is a collection of very detailed historical case #studies with an interesting investing thesis hidden between the lines and in #with an interesting investing thesis hidden between the lines and in last chapterI Enjoyed It Though Would Prefer Thesis Less History Great Summary it though would prefer thesis less history Great summary all forms of value investing their origins evolution and the world today Starts reading like a research paper towards the end but I don t mind it Extrapolation is instinctive while mean reversion is notIn the era of moat and growth investing this book provides much needed empirical evidence from across various time periods and markets on how Graham type of strategies still outperform almost all other approaches A must readWarning The book is like an academic paper with tonnes of surveys and data Not a very fluid read. Ing value investing to re emerge Topics include Target identification and determining the most advantageous ends Strategies and tactics of effective activism Unseating management and fomenting change Eyeing conditions for the next MA boom Activist hedge funds have been uiet since the early 2000s but economic conditions shareholder sentiment and available opportunities are creating a fertile environment for another golden age of activism Deep Value Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations provides the in depth information investors need to Value Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations provides the in depth information investors need to up to speed before getting left behind. E compares various metrics used to identify deeply undervalued stocks and presents cases #From Empirical Research That #empirical research that deep value stocks in general outperform growthuality stocks This outperformance is attributed to the phenomenon of mean reversion In the second half and the interesting one Tobias really gets to the heart of deep value investing by depicting cases of deeply undervalued companies from the real world and narrating how corrective forces helped unlock their value to the shareholders An outstanding book that s shows and explains why traditional value strategies are still capable of producing market beating returnsWhat I liked about the bookVery simple and easy to read It s about 280 pages and doesn t have too much superfluous writing It s easy to read and understandBacked by empirical data that is a fairy large sample and is robustProvides a good understanding of the concept of mean reversion and its importance in investingWhat I did not like about the bookDoes not explain the acuirer s multiple as well as it could and should have I figured it out on my own but the book could have explained the formula a bit better and perhaps dedicated a couple pages to demonstr. N shareholder activist strategies in a format accessible to both professional investors and laypeople The Deep Value investment philosophy as described by Graham initially identified targets by their discount to liuidation value This approach was extremely effective but those opportunities are few and far between in the modern market forcing activists to adapt Current activists assess value from a much broader palate and exploit a much wider range of tools to achieve their goals Deep Value enumerates and expands upon the resources and strategies available to value of tools to achieve their goals Deep Value enumerates and expands upon the resources and strategies available to value today and describes how the economic climate is allow. .
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10 thoughts on “[Deep Value] Kindle ✓ Tobias E. Carlisle

  1. says: Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle [Deep Value] Kindle ✓ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary

    Tobias E. Carlisle ´ 8 Summary Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle [Deep Value] Kindle ✓ Tobias E. Carlisle A line from the book Rats beat the MBAs sums up the point of this book If you're of the belief that biases canno

  2. says: Review Deep Value Tobias E. Carlisle ´ 8 Summary Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle

    [Deep Value] Kindle ✓ Tobias E. Carlisle Extrapolation is instinctive while mean reversion is notIn the era of moat and growth investing this book provides much needed empirical evidence from across various time periods and markets on how Graham type o

  3. says: [Deep Value] Kindle ✓ Tobias E. Carlisle

    Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle [Deep Value] Kindle ✓ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary An outstanding book that's shows and explains why traditional value strategies are still capable of producing market beating returnsWhat I liked about the bookVery simple and easy to read It's about 280 pages and doesn't have too m

  4. says: Tobias E. Carlisle ´ 8 Summary [Deep Value] Kindle ✓ Tobias E. Carlisle

    [Deep Value] Kindle ✓ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Hands down one of the best books I have read to this date read it twice in 6 months it offers counter intuitive ideas and facts and backed by uality statisticsLong version reviewMean reversion in business is pervasive can think of cyclical nature of businesses High return businesses attract competition and drives down return to the point where the invested capital can no longer make any profit or even endure loss some in the in

  5. says: [Deep Value] Kindle ✓ Tobias E. Carlisle Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary

    Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle [Deep Value] Kindle ✓ Tobias E. Carlisle Great summary of all forms of value investing their origins evolution and the world today Starts reading like a research paper towards the end but I don't mind it

  6. says: Review Deep Value [Deep Value] Kindle ✓ Tobias E. Carlisle

    Review Deep Value Tobias E. Carlisle ´ 8 Summary [Deep Value] Kindle ✓ Tobias E. Carlisle In the first half of the book Tobias Carlisle compares various metrics used to identify deeply undervalued stocks and presents cases

  7. says: [Deep Value] Kindle ✓ Tobias E. Carlisle

    Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle [Deep Value] Kindle ✓ Tobias E. Carlisle Carlisle makes the case for intrinsic value relative to earnings or the inverse the acuirer's multiple as the only measure of value worth pursuing The author rushes through analyses which makes it difficult to follow the logic at times but provides copious supporting data for his argument in the form of charts tables an

  8. says: [Deep Value] Kindle ✓ Tobias E. Carlisle Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Review Deep Value

    Review Deep Value Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary This is a collection of very detailed historical case studies with an interesting investing thesis hidden between the lines and in the last chapterI enjoyed it though would prefer thesis less history

  9. says: Review Deep Value [Deep Value] Kindle ✓ Tobias E. Carlisle Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle

    [Deep Value] Kindle ✓ Tobias E. Carlisle Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary This book is borderline repetitive regarding the concept of mean reversion but at the same time it is a treasure trove of counter intuitive data on market beating deep value portfolios

  10. says: Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary Review Deep Value

    Read × eBook, ePUB or Kindle PDF ´ Tobias E. Carlisle Tobias E. Carlisle ´ 8 Summary [Deep Value] Kindle ✓ Tobias E. Carlisle The best book I've read this year case studies coupled with academic findings just how I like my theory reading

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