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Tobias Carlisle interview questions


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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!

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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.

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  • 1 month later...

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