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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Interview with Tobias Carlisle
Tobias Carlisle is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as Chief Investment Officer.
He is best known as the author of the websites The Acquirer’s Multiple® and Greenbackd, and the books Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016, Wiley Finance), Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014, Wiley Finance), and Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012, Wiley Finance). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Carbon Beach in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Recently his interview was published in “Outlook business”. Kindly access to the below link for detailed interview:
B. Entrepreneurial Diary
C. Other Stories
Now What? ( RW )
Skills vs. Behavior ( CF )
Stop Wasting Time ( MC )
The Acceptance of Change ( BO )
Be Careful What You Ask For ( FP )
Business Analysis: Shemaroo Entertainment ( SW )
How The Indian Steel Industry Works – (P1) (P2)
The Luggage Industry- On The Cusp Of A Breakout ( EU )
Real Estate, Infrastructure, and Commodities – For the 2017 Bull Market ( YT )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck