Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

About this episode

Derek Pilecki discusses long/short financials investing, focusing on regional banks, non-banks, and insurance.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ( ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/podcast About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/Greenbackd LinkedIn…

People in this episode

Host: Tobias Carlisle

Guest: Derek Pilecki

Topics covered

• long/short investing
• financials
• regional banks
• non-banks
• insurance

Keywords

• long/short investing
• financials
• regional banks
• non-banks
• insurance
• value investing
• risk management

Mentioned in this episode

Organizations: The Acquirers Podcast, Acquirers Funds

Books & works: The Rebel Allocator, Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking

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