Tobias Carlisle

Deep Value Investing

Tobias Carlisle

Talk: Deep Value Investing

"Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations" is an exploration of the philosophy of deep value investment. It describes the evolution of the various theories of intrinsic value and activist investment from Benjamin Graham to Warren Buffett to Carl Icahn and beyond. Filled with engaging anecdotes, penetrating statistical analysis and meticulous research, the book illustrates the principles and strategies of deep value investing and examines the counterintuitive idea behind its extraordinary performance.

Tobias Carlisle

Tobias is the founder and portfolio manager of Carbon Beach Asset Management, LLC. Carbon Beach pursues a deep value, contrarian, Grahamite investment strategy based on the researh featured in his books. He has extensive experience in activist investment, company valuation, public company corporate governance, and M&A Law.