
← The Acquirers Podcast23 juil. · 59 min
Inside Artisan's International Value Fund with Portfolio Manager David Samra
<p>Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since the firm’s founding, Artisan Partners has built its business based upon a consistent philosophy and business model. Learn more at www.artisanpartners.com.</p><p><br></p><p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. </p><p><br></p><p>We are live every Tuesday at 1.30pm E / 10.30am P.</p><p>──────────────────────</p><p> <a href="https://valueoptionsletter.com/subscribe">VALUE OPTIONS LETTER</a> </p><p>Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. </p><p>Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.</p><p>Every idea reviewed and approved by an analyst before it hits your inbox.<a href="https://valueoptionsletter.com/subscribe">valueoptionsletter.com/subscribe</a></p><p>──────────────────────</p><p>See our latest episodes at https://acquirersmultiple.com/podcast</p><p><br></p><p><strong>About Jake </strong></p><p>Jake's Twitter: https://twitter.com/farnamjake1</p><p>Jake's book: The Rebel Allocator https://amzn.to/2sgip3l</p><p><br></p><p><strong>ABOUT THE PODCAST</strong></p><p>Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.</p><p>SEE LATEST EPISODES</p><p>https://acquirersmultiple.com/podcast/</p><p>SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/</p><p>FOLLOW TOBIAS</p><p>Website: https://acquirersmultiple.com/</p><p>Firm: https://acquirersfunds.com/ </p><p>Twitter: ttps://twitter.com/Greenbackd</p><p>LinkedIn: https://www.linkedin.com/in/tobycarlisle</p><p>Facebook: https://www.facebook.com/tobiascarlisle</p><p>Instagram: https://www.instagram.com/tobias_carlisle</p><p>ABOUT TOBIAS CARLISLE</p><p>Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers