A Value Investing MasterClass | Tobias Carlisle
Excess ReturnsApril 04, 202401:05:21

A Value Investing MasterClass | Tobias Carlisle

David Einhorn recently said that he thinks fundamental investing is broken. If he is right, there would certainly be significant long-term implications for value investing. We explored Einhorn's case in several of our episodes and so we thought that it was time we explored the other side of the argument and looked at the long-term case for value. And we couldn't think of anyone better to do that with than our good friend Tobias Carlisle. In this episode, we talk to Toby about the struggles of value and why he thinks they present a significant opportunity to long-term investors. We also discuss inflation, AI, what Berkshire will look like after Buffett and a lot more.

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