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How to invest in the deepest value stocks, with Tobias Carlisle

The Australian Investors Podcast with Tobias Carlisle, founder of Acquirers Funds, The Acquirer's Multiple, and portfolio manager. Listen as Tobias talks to Owen Rask about deep value quant investing.
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Owen Raszkiewicz

Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers. Today, Owen oversees the Rask Analyst team, which helps more than 4,000 Aussies build core portfolios from ETFs and shares, he hosts Australia's biggest investing podcast, The Australian Investors Podcast, appears on Rask's other channels, covering Property, Business and Finance; and leads Rask Education - our education platform which has enrolled over 25,000 Australians into free finance courses. Prior to founding Rask, Owen was an investment analyst at the highly regarded managed funds research business and a writer/analyst for one of the most well-known share market publications. Owen’s formal qualifications include a Master of Applied Finance and Master of Financial Planning from Kaplan Professional, Bachelor of Technology (Information Systems) from Swinburne University of Technology, Advanced Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Broking Management. He's also completed level 1 of the Chartered Financial Analyst (CFA) program.
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This week, we published The Australian Investors Podcast with Tobias Carlisle.

Tobias is the Aussie founder of Acquirers Funds, the creator of The Acquirer’s Multiple, a multiple author, and portfolio manager. He’s now based out of Los Angeles, where he is responsible for managing ETF portfolios that use deep value investing strategies.

If you want to learn why deep value investing in stocks works (and how to do it yourself), ways to spot financial fraud and corporate accounting shenanigans (before they hurt your portfolio), or simply understand how factor investing works, this is the episode for you.

The Australian Investors Podcast is Australia’s premier professional and private investor-focused podcast series, delivering weekly insights from Australia’s best fund managers, analysts and investors.

You can listen to and subscribe to The Australian Investors Podcast on:

Listen to the podcast with Tobias Carlisle

What you’ll get from listening:

  • Why Tobias would want Warren Buffett on speed dial (over any other investor)
  • Tobias backstory, including growing up in outback Australia
  • How Tobias morphed a legal career into value investing
  • How to find and short companies in financial distress (including frauds)
  • Why Tobias believes stable + wide gross margins are a great predictor for the quality factor
  • The Magic Formula versus Acquirer’s Multiple
  • Why value factors outperform quality and growth
  • The importance of dissecting cash versus profit
  • Why frauds can remain profitable longer than you can stay solvent (as a short seller)
  • The #1 piece of investing advice Tobias would give himself

This is a great primer and exploration on deep value, factor investing and using quantitative methods to get better outcomes from the long or short side of your portfolio.

Owen’s resources for this episode

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Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Access all reports now

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Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

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