Tobias Carlisle

Tobias Carlisle, founder of Acquirers Funds and portfolio manager of the firm's deep value strategy.

Tobias Carlisle has been a guest on 2 podcasts across 13 episodes, most recently Excess Returns in June 2026. Each show is judged on its own.

Appearances

The Meb Faber Show
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 · Oct 2025

Best Idea Show - Tobias Carlisle, Acquirers Fund - There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement | #272 · Dec 2020

Tobias Carlisle - The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap | #158 · May 2019

Tobias Carlisle - “In Order to Find Something Genuinely Undervalued...There's Always Something that You Don't Like" | #77 · Oct 2017

0 votes
Excess Returns
The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees · Jun 2026

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle · Oct 2025

Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market · Aug 2025

Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle · Jul 2024

The Case for Value Investing with Tobias Carlisle · Apr 2024

Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors · Sep 2023

Talking All Things Value Investing with Tobias Carlisle · Aug 2022

The Return of Tobias Carlisle · Aug 2021

and 1 earlier episode

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Others on The Meb Faber Show

Others on Excess Returns