Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

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.
About Jake
Jake's Twitter: / farnamjake1
Jake's book: The Rebel Allocator amzn.to/2sgip3l
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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acquirersmultiple.com/podcast/
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FOLLOW TOBIAS
Website: acquirersmultiple.com/
Firm: acquirersfunds.com/
Twitter: / greenbackd
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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).

[@user-pz5on2ks3c]

Another tremendous guest. Pushing my risk management buttons. Thank you gentlemen.

[@ChrisE1415]

Happy Birthday Jake🎂

[@chuckdiezel7652]

Nice episode, I like the 20 stocks mostly even weighted

[@tonyg.3696]

I remember Zeke from the MF days!
I still have a folder with some of his columns.

[@colinarmstrong7775]

Happy belated birthday Jake!

[@Drazzziin]

What a fantastic Veggies segment!

[@SlavElenkov]

Happy Birthday!! 🎉

[@hman2912]

Happy birthday 🎉

[@johnc4789]

Mandelbrot, when he visited where I worked, had an office in the same hallway as me. I was in machine learning (ML). Mandelbrot pooh-poohed ML as useless, especially in financial markets. He said fractals would solve all those problems. If you know what's behind today's AI headlines, you know ML won. Fractals makes pretty pictures if you want some art.

[@TheBrownDoggie]

At 34:02 Tobi mentions a company with net cash > market cap. Does anybody know the company name? Closed captioning says All Birds - the power of AI!

[@TheAcquirersPodcast]

All Birds.

[@DnBPK6]

Veggies - 35:52

[@luis_g_77]

Happy day after tax day