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Tobias Carlisle runs Carbon Beach Asset Management and is the author of several books including Deep Value, Concentrated Investing and his latest, The Acquirer’s Multiple. In this episode we discuss both the similarities and the differences between the successful value investing methodologies employed by investing greats like Warren Buffett and Carl Icahn. Toby also shares his views on the “death of value,” focused investing and position sizing and updates his views on some recent stock picks. Get the new book at Amazon.com. Follow Toby on Twitter @Greenbackd and check out the free blog and stock screener at AcquirersMultiple.com.