December 10, 2014

Tobias Carlisle , Carbon Beach Asset Management LLC

Managing Partner of Carbon Beach Asset Management, a deep value investment firm.

My interview with Harvest and its community

I am very happy to be a part of the Harvest investment community and a Verified Professional here.

Thank you to all the Harvest members who submitted questions.

I hope you enjoy the interview and full transcript below. Please contact me on 646 535 8629 or toby@eyquem.net if you'd like to discuss the strategy, or any other aspect of the conversation.

-Tobias

Tobias's new book Deep Value: Why Activist Investors and Other Contrarians Battle for Control ofLosing Corporations (hardcover, 240 pages, Wiley Finance) is an Amazon number one best-seller in valuation. Download two chapters free by clicking on the button below. Download Two Chapters Free

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London Value Investor Conference, 20th May: Featuring Charles Brandes, Dato’ Cheah Cheng Hye and Neil Woodford

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The Investors Podcast

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Is Simpler Better? Quantopian tests the Acquirer’s Multiple and Joel Greenblatt’s Magic Formula

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Discussing Deep Value and the Acquirer’s Multiple at Harvard

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Jun 30, 2015

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Singular Diligence on $BZC Breeze-Eastern Corp (NYSEMKT:BZC): The Perfect Buy-and-Hold Stock

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Singular Diligence on Breeze-Eastern Corp (NYSEMKT:BZC) $BZC’s Moat

This month Singular Diligence covers Breeze-Eastern Corp (NYSEMKT:BZC) a manufacture of sophisticated engineered mission equipment for specialty aerospace and defense applications. BZC’s products are used to complete rescue operations and military ...

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Gold Resource Corporation (NYSEMKT:GORO): Cheap, dividend paying gold miner

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Network-1 Technologies, Inc. (NYSEMKT:NTIP) $NTIP: Cash-rich, cheap and huge NOLS

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Jun 19, 2015

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YPF Sociedad Anonima (NYSE:YPF): Undervalued Argentinian Energy

YPF Sociedad Anonima (NYSE:YPF), the Argentinian energy company, has been beaten up over the last month, making it the fifth cheapest stock in the Large Cap Screener with an acquirer’s multiple of 6.87. It has a $10.2 billion market cap, a $15.4 ...

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Breeze-Eastern Corp (NYSEMKT:BZC) Special Offer

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Icahn on Wall Street Week

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TravelCenters of America LLC (NYSE:TA): Activists are circling

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Jun 17, 2015

Tobias Carlisle, Carbon Beach Asset Management LLC

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Net 1 UEPS Technologies, Inc. (NASDAQ:UEPS) $UEPS: Strong cash flows, low debt, high margins, high growth

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Industrias Bachoco, S.A.B. de C.V. (NYSE:IBA) $IBA: Significantly undervalued; Change In Capital Structure Enhances Value

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Jun 17, 2015

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Global Sources Ltd. (Bermuda)(NASDAQ:GSOL) $GSOL announces buyback at $7.50 for 22% of outstanding stock; Up 25% this week

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Jun 17, 2015

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Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC): Strong, Liquid Balance Sheet, and Undervalued.

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Jun 17, 2015

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CSS Industries Inc (NYSE:CSS): Cheap, liquid and buying back stock

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