{"id":214884,"date":"2024-11-08T09:45:00","date_gmt":"2024-11-08T14:45:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=214884"},"modified":"2024-11-15T14:09:26","modified_gmt":"2024-11-15T19:09:26","slug":"practical-lessons-from-tobias-carlisle-value-investing-buffett-and-the-importance-of-survival","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/contributor-podcasts\/practical-lessons-from-tobias-carlisle-value-investing-buffett-and-the-importance-of-survival\/","title":{"rendered":"Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival"},"content":{"rendered":"\n<p>In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese\u2019s cups), we break down Toby\u2019s perspectives on what makes an ideal business, the critical importance of survival in investing, portfolio concentration vs diversification, and whether today\u2019s tech giants can maintain their dominance.<\/p>\n\n\n\n<p>We cover how See\u2019s Candy exemplifies the theoretical perfect business model, why survival should be every investor\u2019s first priority, and the delicate balance between running concentrated portfolios that maximize returns versus diversified ones that investors can actually stick with through tough times.<\/p>\n\n\n\n<p>We also dig into the age-old debate of pure value versus quality value investing, with Toby sharing his data-driven insights on which approach truly works best. We also explore the importance of writing down your investment thesis at the time you make it. As Toby explains, this simple practice helps prevent revisionist history and allows you to learn from both your successes and mistakes.<\/p>\n\n\n\n<p>Throughout the episode, we weave in our own experiences and perspectives while maintaining the conversational, occasionally sugar-fueled style our listeners have come to expect. Whether you\u2019re a value investor, a financial planner, or just someone interested in improving your investment process, there are valuable takeaways here for everyone.<\/p>\n\n\n\n<p>Join us for this candid discussion about what really matters in investing, sprinkled with just the right amount of Halloween candy references and questionable lighting setups.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-watch-on-youtube\"><a href=\"https:\/\/youtu.be\/qW38DcfbCxs\" target=\"_blank\" rel=\"noreferrer noopener\">Watch on YouTube<\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-listen-on-apple-podcasts\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/practical-lessons-from-tobias-carlisle-value-investing\/id1670513515?i=1000675629110\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Apple Podcasts<\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-listen-on-spotify\"><a href=\"https:\/\/open.spotify.com\/episode\/2na6tobz3wOmeyDu5P3XgF\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Spotify<\/a><\/h2>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted November 4, 2024 &#8211; <a href=\"https:\/\/blog.validea.com\/practical-lessons-from-tobias-carlisle-value-investing-buffett-and-the-importance-of-survival\/\">Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years.<\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[455,13857],"tags":[789,460,3108],"contributors-categories":[13819],"class_list":{"0":"post-214884","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-contributor-podcasts","7":"category-podcasts","8":"tag-investing","9":"tag-podcast","10":"tag-warren-buffett","11":"contributors-categories-validea-capital-management"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival<\/title>\n<meta name=\"description\" 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