“Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations” is a book by Tobias Carlisle, but also the topic of an hour-long discussion hosted by Google last month.
This is part of the “Talks at Google” series, and Google just recently made it available via its YouTube channel.
The book is described as an “exploration of the philosophy of deep value investment.”
“It describes the evolution of the various theories of intrinsic value and activist investment from Benjamin Graham to Warren Buffett to Carl Icahn and beyond,” the video description says. “Filled with engaging anecdotes, penetrating statistical analysis and meticulous research, the book illustrates the principles and strategies of deep value investing and examines the counterintuitive idea behind its extraordinary performance.”
The talk was recorded on November 20.
Image via YouTube