Yesterday I chatted to Peter Switzer on Australia’s Sky News Business about Deep Value. It was a wide-ranging conversation canvassing some interesting ideas: Net nets, the Acquirer’s Multiple, and the validity of value investing:
Buy Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) from Wiley Finance, Amazon, or Barnes and Noble.
Here’s your book for the fall if you’re on global Wall Street. Tobias Carlisle has hit a home run deep over left field. It’s an incredibly smart, dense, 213 pages on how to not lose money in the market. It’s your Autumn smart read. –Tom Keene, Bloomberg’s Editor-At-Large, Bloomberg Surveillance, September 9, 2014.
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Great interview…
Old Pete is not the brightest bulb! He has been spruiking property and banks for years. Let’s see how that turns out!
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Ha ha ha!
I’m listening in (nice to see you doing an Aussie interview, are you over here? Beer in Tassie if you make it this far south!)….and I have to laugh!
The first Aussie stock you mention (Mount Gibson)…is in my portfolio (since Deep Value). I wouldn’t even mention it on a stock forum I hang out on, I’d be laughed out I think.
I just thought that was hilarious, from my point of view. A book that had that much impact on me, and the author mentions one of the exact stocks I’d added to my portfolio since changing it over to a Deep Value portfolio.
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