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#73
#73

Greenbackd

Tobias Carlisle

Score

21/30

Network

Acquirers Funds

Since

2019

Trophy

Best Quantitative Value Theory

Score Breakdown

Insight Quality
8/10
Production Value
6/10
Guest Caliber
7/10
Total Score21/30
Acquirers FundsSince 2019Best Quantitative Value Theory
All 25 Podcasts

The Tagline

Activist and deep value investing at the intersection of theory and practice.

Full Review

Greenbackd started as Tobias Carlisle's influential blog about activist and deep value investing and evolved into podcast content that complements his Acquirers Podcast. The focus is on the quantitative and theoretical underpinnings of deep value — enterprise multiples, net-net investing, activist catalysts — with a rigor that appeals to investors who want to understand not just what to buy but why cheap stocks outperform. An essential resource for systematic value investors.

Fun Fact

The Greenbackd blog, launched in 2008, was one of the first to systematically apply Ben Graham's net-net strategy to modern markets and document the results in real time.

I Document Every Trade — Even the Losses

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