“We got to think differently.” —Billy Beane
“I believe there is a championship team that we can afford, because everyone else undervalues them, like an island of misfit toys.” —Peter Brand
”I hate losing more than I love winning.” —Billy Beane
”Your goal shouldn’t be to buy players. Your goal should be to buy wins. In order buy wins, you need to buys runs.” —Peter Brand
For a few more great videos, go to CSInvesting.
“It is no good getting furious if you get stuck. What I do is keep thinking about the problem but work on something else. Sometimes it is years before I see the way forward. In the case of information loss and black holes, it was 29 years.” —Stephen Hawking
Toby Carlisle—investor, blogger (at Greenbackd) and author—visited Google on November 20, 2014 for a talk about Deep Value and his new book Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations. The talk is about 60 minutes, and it’s well worth the time.
I watched this video yesterday night (I know it was Saturday night, but what else could you better be doing, right?) and I thought it would have been great to have the presentation slides at hand when watching the talk.
So, afterwards I fixed this for myself and I thought I’d share it with everyone out there with an interest in the subject of VALUE INVESTING and the niche DEEP VALUE INVESTING. Hope you will enjoy.
Click image below for full PDF of the presentation slides (all of them copied via print screen).
See video below for Toby Carlisle’s Deep Value presentation at Google.
Go here to read a sample of Deep Value:
Click here for press release from Wiley.
And finally, go here to buy this great book.
And, last but not least. Go here to read more about the DEEP VALUE Course from CSInvesting.
Disclosure: I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company or individual mentioned in this article. I have no positions in any stocks mentioned.
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