Tobias Carlisle

Critic
DISC Type : C

Principal at Acquirers Funds LLC

Palos Verdes Peninsula, California, United States

Overview

Tobias Carlisle is the founder and Principal of Acquirers Funds®, a deep-value investment firm. An author of several books on investing, including "The Acquirers Multiple" and "Deep Value, " he transitioned from a career as a corporate lawyer to become a prominent figure in quantitative and value investing. People describe him as having an independence of mind and being a tough negotiator.

Originally from Australia, Tobias hosts "The Acquirers Podcast" and co-hosts "Value: After Hours, " where he discusses investment strategies and market trends. He frequently speaks about his process of finding undervalued stocks, shareholder activism, and buyouts. He is a prolific writer, viewing it as essential to fully understanding complex investment topics.

Tobias began his career as a mergers and acquisitions lawyer in Australia after graduating from The University of Queensland with degrees in Law and Business.

Personality Overview

Objective Thinker

Critic

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Deep Value Investing
This is the core of his professional identity. He has written multiple books on the topic and manages his funds based on this specific philosophy.
Quantitative Strategies
His investment approach, particularly "The Acquirer's Multiple, " is based on systematic, data-driven stock screening and quantitative value principles.
Shareholder Activism
His book "Deep Value" specifically explores the strategies of activist investors, a topic he frequently discusses in his writing and podcasts.

Media Appearances

Tobias has no verified media appearances

Work History

2-2010
Principal at Acquirers Funds LLC
9-2008 - 2-2010
Analyst at Trojan Investment Management
2-2006 - 9-2008
General Counsel at PIPE Networks Limited
10-2003 - 2-2006
Lawyer / Associate at Minter Ellison
4-2000 - 10-2003
Lawyer / Legal Research Clerk at Corrs Chambers Westgarth

Education

1997 - 2001
Bachelor of Laws from The University of Queensland
1997 - 1999
Bachelor of Business (Management) from The University of Queensland

More Information

Social Presence :

Prographics :

Exp : 25 Location : Palos Verdes Peninsula, California, United States Job Level : Senior Designation : Principal at Acquirers Funds LLC
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Insights For Selling To Tobias

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tobias is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Tobias

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Tobias move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Tobias take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Tobias

Personality Compatibility


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