Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
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ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

[@Martin-qb2mw]

Dan Ramussen is a fantastic guest. My favourite finance person to listen to.

[@ducksupps9369]

Great episode!

[@bendimiero380]

Dan was a fabulous addition to the show!

[@robertstilson9294]

This content promoted me to go down a deep rabbit hole on Japanese equities🎉🎉thank you

[@macfin4862]

Love the part on belief, it's why I think home country bias sometimes gets a bad wrap. I feel like it's a lot easier for indexers and similar to keep the belief at home

[@JakeAllen3]

50:30 he says “by relying on correlations”

[@BuonoBruttoCattivo77]

Wholesome meal

[@KnightTrader7]

What can I learn in order to understand what the guest is saying?

[@LVH10]

Dan was speaking English

[@DnBPK6]

Veggies - 36:42

[@ValueHurts]

My IQ just fled and is hiding somewhere…