Tobias Carlisle Show (Deep Value)

Tobias Carlisle's earlier podcast material, focused squarely on deep value investing principles, laid the groundwork for his later shows. The episodes cover enterprise multiples, mean reversion, and the systematic identification of undervalued stocks with a quantitative rigor that few other hosts can match. Tobias manages money using these exact strategies, giving him skin in the game that makes every discussion more credible.