Podbit · Excess Returns
The process is grounded entirely in financial statements: look at what a company earns on assets, its reinvestment rate, and its payout policy over 5-10 years. Combine with the Acquirer's Multiple (which includes balance sheet items) to find the best risk-adjusted opportunities. Equal weight everything because you can't know in advance which names will deliver.
Where this was said
At 51:00 · chapter starts 47:50
Carlisle walks through his systematic process: financial statements first, Acquirer's Multiple for current price, 5-10 year lookback and projection, then equal weight across a range of quality tiers. [1] — Tobias Carlisle "The process is grounded entirely in financial statements: look at what a company earns on assets, its reinvestment rate, and its payout pol…" 51:00
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