Tobias Carlisle presented his in-depth investment thesis on Kulicke & Soffa Industries (NASDAQ:KLIC) at Deep Value Investing Summit 2013.
About the instructor:
Tobias Carlisle is the founder and managing member of Eyquem Investment Management LLC, and serves as portfolio manager of Eyquem Fund LP. Tobias is best known as the author of the well-regarded website Greenbackd and co-author of Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors. He has extensive experience in activist investment, company valuation, public company corporate governance, and mergers and acquisitions law. Prior to founding Eyquem, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam, ranging in value from $50 million to $2.5 billion. He is a graduate of the University of Queensland in Australia with degrees in law and business (management).
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