Today's conversation is with Tobias Carlisle, a professional investor and the author of The Acquirer's Multiple, Deep Value, Concentrated Investing, and Quantitative Value – which happens to be one of my favorite books on investing. Tobias is a Co-Founder and Managing Partner at Carbon Beach Asset Management, a value investing firm that manages portfolios for high net-worth individuals, endowments, and institutions.

Our conversation is wide-ranging and discusses everything from special situations to portfolio construction and the Kelly criterion to an interesting concept called "The Broken Leg" phenomenon. Please enjoy this conversation with Tobias Carlisle.

You can view full show notes from this episode here: http://sureinvesting.co/tobias-carlisle-deep-value-special-situations/ 

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