In today's show we talk to Tobias Carlisle about his new book, The Acquirer's Multiple. The book explains how investors can capture better stock market returns by filtering for companies with a low enterprise value compared to EBIT.
In this episode, you'll learn:
- What is a good return on the stock market today?
- Why is Enterprise value more useful than Market cap when you value stocks?
- Can you be diversified owning just one asset class?
- How do I size my positions when I buy options?