Talking Deep Value w/ Tobias Carlisle (

[@InvestingwithTom]

Be sure to check out Toby's channel below: kzbin.info/door/J27FwJZ3hsMrPCviG5gCFg

[@BradKaellner]

Dude this is epic 🔥

[@InvestingwithTom]

@@BradKaellner thanks broski!

[@rajeshrai3652]

Jaan

[@M.-.D]

Fantastic to see Toby getting interviewed by you. He seems like such a great guy. Your progress on KZbin has been great to see, well deserved.

[@InvestingwithTom]

Appreciate it mate!

[@nicholasschischka6589]

Tom, it's so awesome to have seen you grow from 150 subs when I first found you to now having Toby on the show. Thanks so much for all of the honest and helpful content over the last couple of years, you totally deserve all of your success!

[@InvestingwithTom]

Thanks for continuing to follow along over the years. Legend!

[@CompoundingEverything]

I received Acquirer's Multiple in the mail this week, after watching this interview I can't wait to dig into it. Seems like such a genuine super-intelligent guy. This one goes firmly into my top 5 "Investing with Tom" videos. Nicely done!

[@InvestingwithTom]

Thanks mate! It’s a great book

[@timkavanaugh6474]

Dude congrats , Toby is the man.

[@Value_Pilgrim]

I love Toby. He is a most impressive person. Probably the one stock which might yield the most in my life is all due to his first book (I think). Its titled - Deep Value! And then Concentrated Investing!!

[@InvestingwithTom]

That’s amazing!

[@silentinvestor3464]

Congrats Tom! You must be doing something right! Glad to see this, it's very encouraging.

[@InvestingwithTom]

Thanks for tuning in!

[@AndrewBrownInvesting]

Fantastic work getting him on the channel !

[@InvestingwithTom]

Thanks man!

[@luispaz6908]

Tobys explanation on his way of shorting was bloody inspiring. Great job Tom it was an amazing video and thank you Toby for your candid responses you somehow make decision-making sound so simple 😂👏

[@franktaber]

Name a more iconic duo.

[@MohnishPab]

Warren and Charlie

[@InvestingwithTom]

What he said^ 😅

[@MohnishPab]

@@InvestingwithTom ;)

[@sheanathan3566]

Thanks was terrific

[@BradKaellner]

Time to revisit LEAPS 🏒

[@InvestingwithTom]

Yeah, that was an interesting one!

[@Neil.Denize]

So good bro, I have been looking forward to this, after you mentioned it the other day on punchcard.

[@InvestingwithTom]

Thanks mate. Enjoy!

[@markcosta5953]

Great stuff tom, congrats on getting this interview!

[@JackDuffley]

Yay, Tom!

[@InvestingwithTom]

🙌

[@samonaro65]

enjoyed this a lot thanks. Some great questions that got to some important points I was thinking about as well

[@KelechIwuaba]

Listening to the podcast and all I have to say is Tom you have turned into a proxy for me to find new channels and new podcasts so thanks

What a lineup!

[@InvestingwithTom]

Toby is a legend!

[@sirishdocs]

Very good quality content. Thanks for sharing.

[@InvestingwithTom]

Happy to do it

[@jakegard1495]

Great stuff Tom! Legend!

[@InvestingwithTom]

Thanks!

[@brianscott5182]

Good work Tom and Toby. I listen to you both. Btw Tom, what headset are you using? It's coming across really clear, or do you use a separate microphone?

[@InvestingwithTom]

I’m using the Rode NT-USB separately

[@Buddwh1001]

Awesome Tom was really interesting

[@InvestingwithTom]

Thanks for watching!

[@macfin4862]

My thoughts re: where's the inflation, stopping deflation isn't inherently different from creating inflation. Perhaps in times like GFC and covid, the natural inflation rate would've gone negative if not for central bank tinkering. Intuitively it makes sense to me that we should have seen periods of deflation, would've rewarded savers/conservative rainy day types and really punished those that were over levered, thereby eliminating moral hazard.

[@sc358.]

Damn fine job Tom!

[@InvestingwithTom]

Thanks man!

[@mirkosprangers5879]

That went by quick!

[@InvestingwithTom]

💨

[@mikegeo5407]

I might have missed it, but were you able to get to ask my question about possible artifacts in the screener?

[@InvestingwithTom]

Didn’t get to it sorry!

[@mikegeo5407]

@@InvestingwithTom no worries, still great info in the interview!

[@lachycummings5376]

Awesome content bro

[@InvestingwithTom]

Thanks!

[@KaiStarkk]

Aaand inflation's here.

[@InvestingwithTom]

Sure is!