
Tobias Carlisle: Sun Tzu & Warren Buffett
From The Security Analysis Podcast by Value Stock Geek
November 12, 2025 · 56 min
About this episode
Tobias Carlisle discusses his book that connects Sun Tzu's philosophy with Warren Buffett's investment strategies.
This episode is with a returning guest to the podcast - Tobias Carlisle. We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking” The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I like this because the focus of Buffett books is often prior to this, but this focuses on “recent” deals. Links * Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking https://www.amazon.com/Soldier-Fortune-Buffett-Ancient-Risk-Taking-ebook/dp/B0FT516BDW * My last conversation with Tobias, with links to the other episodes as well: Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual…
People in this episode
Host: Value Stock Geek
Guest: Tobias Carlisle
Topics covered
- Warren Buffett
- Sun Tzu
- risk taking
- investing
- deal making
- philosophy
Keywords
- Tobias Carlisle
- Warren Buffett
- Sun Tzu
- risk taking
- investing
- deal making
- Soldier of Fortune
Mentioned in this episode
Books & works: Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking
More episodes of The Security Analysis Podcast
- Nothing But Net · February 14, 2026 · 1h 4m
- The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success · October 25, 2025 · 55 min
- Benjamin Graham: The Einstein of Money · October 5, 2025 · 55 min
- Jared Dillian: Rule 62 · August 20, 2025 · 59 min
- Nick Maggiulli: The Wealth Ladder · August 13, 2025 · 56 min
- Buffett: The Making of an American Capitalist · June 21, 2025 · 1h 14m
Explore listener stats, chart rankings, contacts and more on the The Security Analysis Podcast podcast page.