Tobias Carlisle interview questions

[feynmanresearch]

We are conducting an interview with Tobias Carlisle, author of Deep Value and co-author of Quantitative value. Tobias has conducted other interviews, so we are looking for whatever insightful and unique questions you guys might have.

 

 

[crocodon]

How does his legal background help in the investment process?

[feynmanresearch]

How does his legal background help in the investment process?

Thanks for the input,crocodon

[augustabound]

How does his legal background help in the investment process?

My guess is he can get through the footnotes in about a quarter of the time the rest of us do.  ;D

[Mephistopheles]

How does his legal background help in the investment process?

My guess is he can get through the footnotes in about a quarter of the time the rest of us do.  ;D

 

That means instead of the required reading of 500 pgs/day to be considered a true value investor, he probably gets through 2,000 daily!

[eclecticvalue]

Ask him about the evolution of his strategies over his investing career? How many different quantitative strategies does he run?

[blainehodder]

Ask him if he has actually outperformed SPY using a quant strategy of his, or if it is all backtested theory with no proven forward performance.

[netnet]

Two questions:

 

• I know that he has done rolling averages for statistically cheap stocks, but has he isolated how the returns compare in times of market distress to see if say looking for quality when really cheap, with quality defined by whatever measure (ROA or ROE)increases returns. (He is going to say it doesn't but the question is still worth asking.)
  
• When is his next book coming.
  

[crocodon]

Did this interview take place?