Preface ix
Acknowledgments xv
About the Author xvii
Chapter 1 The Icahn Manifesto 1
Chapter 2 Contrarians at the Gate 19
Chapter 3 Warren Buffett: Liquidator to Operator 35
Chapter 4 The Acquirer’s Multiple 53
Chapter 5 A Clockwork Market 77
Chapter 6 Trading in Glamour: The Conglomerate Era 99
Chapter 7 Catch a Falling Knife 119
Chapter 8 The Art of the Corporate Raid 151
Chapter 9 How Hannibal Profits From His Victories 169
Chapter 10 Applied Deep Value 187
Index 217
TOBIAS E. CARLISLE is the founder and managing directorof Eyquem Investment Management LLC and serves as portfolio managerof the firm s fund and managed accounts. He is best known asthe author of the well-regarded website greenbackd.com and asco-author of Quantitative Value: A Practitioner s Guide toAutomating Intelligent Investment and Eliminating BehavioralErrors (Wiley). He has extensive experience in businessvaluation, portfolio management, investment research, publiccompany corporate governance, and corporate law. Prior to foundingEyquem in 2010, Tobias was an analyst at an activist hedge fund,general counsel of a company listed on the Australian StockExchange, and a corporate advisory lawyer. As a lawyer specializingin mergers and acquisitions, he has advised on transactions acrossa variety of industries in the United States, the United Kingdom,China, Australia, Singapore, Bermuda, Papua New Guinea, NewZealand, and Guam.
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