Kraven Posted June 16, 2014 Share Posted June 16, 2014 [amazonsearch]Deep Value: Why Activists Investors and Other Contrarians Battle for Control[/amazonsearch] Tobias Carlisle, co-author of Quantitative Value, has a new book coming out called Deep Value. It's available for pre-order on Amazon, but the price is pretty steep at about $70. Link to comment Share on other sites More sharing options...
cobafdek Posted July 17, 2014 Share Posted July 17, 2014 Eager to hear your review if you get to read it when it comes out in a month. (Decided to post a reply since this thread looked a little lonely - no replies for a whole month - outrageous! It's as if this board thinks Kraven, with his quantitative tendencies, has morphed into HarryLong.) Link to comment Share on other sites More sharing options...
NormR Posted August 25, 2014 Share Posted August 25, 2014 It's out now, anyone read it? Link to comment Share on other sites More sharing options...
peter1234 Posted August 25, 2014 Share Posted August 25, 2014 It's out now, anyone read it? I liked it. Good stories about Graham, Icahn, Pickens, Buffett, Greenblatt, Nifty Fifty Conglomerate area. Some quant backtesting, but much less than his previous book. ;) Link to comment Share on other sites More sharing options...
peter1234 Posted August 25, 2014 Share Posted August 25, 2014 It is cheaper on Kindle, but still $59 Link to comment Share on other sites More sharing options...
NormR Posted August 25, 2014 Share Posted August 25, 2014 I liked it. Good stories about Graham, Icahn, Pickens, Buffett, Greenblatt, Nifty Fifty Conglomerate area. Some quant backtesting, but much less than his previous book. ;) I'll be picking up a copy, too bad about the relative lack of quant tho. On the other hand, that should make it more popular around these parts. ;) Link to comment Share on other sites More sharing options...
crastogi Posted August 26, 2014 Share Posted August 26, 2014 I am waiting for it to be available at the local business school library ;D Link to comment Share on other sites More sharing options...
NormR Posted August 28, 2014 Share Posted August 28, 2014 An interview with the author ... http://greenbackd.com/2014/08/27/my-interview-with-benzingas-deep-value-letter-author-tim-melvin-about-my-new-book-deep-value/ Link to comment Share on other sites More sharing options...
mike_3772 Posted August 29, 2014 Share Posted August 29, 2014 Norm, thanks for that. Truly a great interview. I ordered the book while listening. Link to comment Share on other sites More sharing options...
cubsfan Posted August 29, 2014 Share Posted August 29, 2014 Norm - really enjoyed this interview - nice job. I just ordered the book. Link to comment Share on other sites More sharing options...
manualofideas Posted August 29, 2014 Share Posted August 29, 2014 Both of Toby Carlisle's books are superb, and he is always someone I enjoy listening to as well. He is definitely in the minority of investors who do in-depth and rigorous research. Here is a presentation Toby gave at last year's Deep Value Summit -- it not only includes an idea but also an overview of his deep value approach: http://www.valueconferences.com/2013/05/tobias-carlisle/ Link to comment Share on other sites More sharing options...
crastogi Posted August 29, 2014 Share Posted August 29, 2014 Thanks for the presentation. A lot of it is covered in Quant value also. However, some of the slides were truncated. I am wondering if someone has the PDF file, or the video they are willing to share Link to comment Share on other sites More sharing options...
manualofideas Posted August 29, 2014 Share Posted August 29, 2014 Here is the video: Link to comment Share on other sites More sharing options...
dcollon Posted August 29, 2014 Share Posted August 29, 2014 Thanks for posting the presentation/video. Link to comment Share on other sites More sharing options...
crastogi Posted August 30, 2014 Share Posted August 30, 2014 Here is the video: Thanks! Link to comment Share on other sites More sharing options...
CorpRaider Posted August 30, 2014 Share Posted August 30, 2014 So the presentation is their methodology as discussed in Quantitative Value, right? Interesting to hear him talk about replicating the MF. Wes Gray has talked about their not being able to replicate it, but Carlisle explains that pretty easily and satisfactorily. BTW: Wes had some copies of QV on "sale" via his blog/amazon this week. I dunno if he sold out yet. Link to comment Share on other sites More sharing options...
boilermaker75 Posted September 1, 2014 Share Posted September 1, 2014 So the presentation is their methodology as discussed in Quantitative Value, right? Interesting to hear him talk about replicating the MF. Wes Gray has talked about their not being able to replicate it, but Carlisle explains that pretty easily and satisfactorily. BTW: Wes had some copies of QV on "sale" via his blog/amazon this week. I dunno if he sold out yet. I ordered a copy on Saturday ($39.99 plus $3.99 for shipping) and he shipped it on Saturday. Still showing, so he must have more. I wonder if it will by autographed? lol Link to comment Share on other sites More sharing options...
CorpRaider Posted September 2, 2014 Share Posted September 2, 2014 I dunno about that! ;D Link to comment Share on other sites More sharing options...
Kraven Posted September 3, 2014 Author Share Posted September 3, 2014 Toby Carlisle is doing a live chat on Reddit. Link to comment Share on other sites More sharing options...
west Posted September 3, 2014 Share Posted September 3, 2014 Toby Carlisle is doing a live chat on Reddit. Kraven is on reddit??? Joking aside, this is probably worthy of it's own thread. Things tend to get looked over otherwise. PS- Do you know about/follow r/SecurityAnalysis? Link to comment Share on other sites More sharing options...
Kraven Posted September 3, 2014 Author Share Posted September 3, 2014 Toby Carlisle is doing a live chat on Reddit. Kraven is on reddit??? Joking aside, this is probably worthy of it's own thread. Things tend to get looked over otherwise. PS- Do you know about/follow r/SecurityAnalysis? Oh yeah, I'm bad, I'm nationwide. I barely know what Reddit is. I saw a link somewhere else. I'm not sure I know what Security Analysis you are referring to so I probably don't follow it. Link to comment Share on other sites More sharing options...
west Posted September 3, 2014 Share Posted September 3, 2014 Toby Carlisle is doing a live chat on Reddit. Kraven is on reddit??? Joking aside, this is probably worthy of it's own thread. Things tend to get looked over otherwise. PS- Do you know about/follow r/SecurityAnalysis? Oh yeah, I'm bad, I'm nationwide. I barely know what Reddit is. I saw a link somewhere else. I'm not sure I know what Security Analysis you are referring to so I probably don't follow it. http://www.reddit.com/r/SecurityAnalysis/ There's less traffic than here, but there also seems to be less "noise". Link to comment Share on other sites More sharing options...
dcollon Posted September 8, 2014 Share Posted September 8, 2014 I really enjoyed this book and would highly recommend it. I now have to go back and read his previous book. I think the combination of investment stories/successes with the quant analysis was well done. Link to comment Share on other sites More sharing options...
peter1234 Posted September 12, 2014 Share Posted September 12, 2014 Here are some links of him discussing his book http://www.thestreet.com/video/12871104/buffetts-berkshire-still-nimble-despite-size-says-deep-value-author.html http://www.bloomberg.com/video/activists-target-undervalued-cash-rich-companies-AAX6SC_BRbKBcvQMatbkew.html http://finance.yahoo.com/video/expensive-market-doesn-t-mean-203251056.html ;) Link to comment Share on other sites More sharing options...
rainman Posted September 16, 2014 Share Posted September 16, 2014 How is the performance of Toby's fund? Anybody knows? Link to comment Share on other sites More sharing options...
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