Toby Carlisle of Eyquem Investment Management discusses his recent white paper, as well as his new book coming out late 2012 with our UC Davis Value Investing class.
http://lc.ucdmc.ucdavis.edu/Panopto/Pages/Viewer/Default.aspx?id=f4058167-b392-477c-92a5-c4672918afbf
http://lc.ucdmc.ucdavis.edu/Panopto/Pages/Viewer/Default.aspx?id=f4058167-b392-477c-92a5-c4672918afbf