Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival

[@NoeMilcentPatrimoine]

Nice podcast, very useful and practical

[@ExcessReturns]

Thank you!

[@HepCatJack]

If I remember right, Nick Train & Anthony Bolton both used that line about lumpy returns.

[@John-qt3vt]

Great video.

[@ExcessReturns]

Thank you!

[@DukeOkes]

Have bought several boxes of Sees candy for myself when in Vegas

[@bahadirozer]

makes zero sense you make the trade and profit is baked in?
what if it's not?

[@TheJermiester]

I agree that the price and fundamentals eventually catch up with each other, but what I often find is that price leads fundamentals and fighting price is asking for trouble.

[@seungwhankim]

great advice

[@tkmnus2023]

nice why cares about the quoted price when the yield is great, when you are understanding stock is a owerrnship of a business

[@stoicismcore]

He manages ZIG. Always keep in mind humans are driven by incentives. Listen with a grain of salt.