The Acquirers Podcast
By Tobias Carlisle
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Category: Investing
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Rate for this podcast
Subscribers: 295
Reviews: 3
Episodes: 380
jbirkner
Jul 3, 2020
This is unbelievably good. So funny, so humble, so entertaining.
Brad
Jan 31, 2020
Love both the interviews and After Hours. Good stuff, gents.
Paul
Mar 14, 2019
Great cast more please
Description
This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
| Episode | Date |
|---|---|
|
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
|
Mar 10, 2025 |
|
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
|
Mar 03, 2025 |
|
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07
|
Feb 24, 2025 |
|
Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06
|
Feb 18, 2025 |
|
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
|
Feb 10, 2025 |
|
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04
|
Feb 03, 2025 |
|
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03
|
Jan 27, 2025 |
|
Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02
|
Jan 20, 2025 |
|
Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01
|
Jan 13, 2025 |
|
Jason C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47
|
Dec 23, 2024 |
|
Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46
|
Dec 16, 2024 |
|
Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45
|
Dec 09, 2024 |
|
Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44
|
Dec 02, 2024 |
|
Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43
|
Nov 27, 2024 |
|
Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42
|
Nov 18, 2024 |
|
Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41
|
Nov 11, 2024 |
|
Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40
|
Nov 04, 2024 |
|
European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39
|
Oct 28, 2024 |
|
Aircraft hangars, mineral royalties, and gold with investor Mike Meixler | Value After Hours S06 E38
|
Oct 21, 2024 |
|
Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37
|
Oct 14, 2024 |
|
Value After Hours S06 E36 Author Brendan Hughes on Markets in Chaos: A History of Market Crises
|
Oct 07, 2024 |
|
Value After Hours S06 E35 Doug Ott on Arthur J Gallagher (AJG) Mettler-Toledo (MTD) Pool Corp (Pool)
|
Sep 30, 2024 |
|
Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG
|
Sep 23, 2024 |
|
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
|
Sep 16, 2024 |
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Value After Hours S06 E32 Microcap investor Whit Huguley on Citizens Bank, FitLife, and Greenfirst
|
Sep 09, 2024 |
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Value After Hours S06 E30 Bloomberg' Steve Hou on pricing power and analyst ratings turnarounds
|
Sep 02, 2024 |
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Value After Hours S06 E31 Investor and author Guy Spier on his investment and life philosophies
|
Aug 30, 2024 |
|
Value After Hours S06 E29 Mindset Value's Aaron Edelheit on value investing in cannabis and hemp
|
Aug 26, 2024 |
|
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations
|
Aug 19, 2024 |
|
Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing
|
Aug 05, 2024 |
|
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett
|
Jul 29, 2024 |
|
Value After Hours S06 E25: Luca Dellanna on his books Winning Long-Term Games and Ergodicity
|
Jul 22, 2024 |
|
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps
|
Jun 18, 2024 |
|
Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy
|
Jun 05, 2024 |
|
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value
|
May 29, 2024 |
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Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth
|
May 22, 2024 |
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Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey
|
May 20, 2024 |
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Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham
|
May 08, 2024 |
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Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat
|
May 06, 2024 |
|
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility
|
Apr 29, 2024 |
|
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return
|
Apr 22, 2024 |
|
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks
|
Apr 15, 2024 |
|
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA
|
Apr 08, 2024 |
|
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market
|
Apr 01, 2024 |
|
Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
|
Mar 27, 2024 |
|
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
|
Mar 19, 2024 |
|
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
|
Mar 11, 2024 |
|
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
|
Mar 04, 2024 |
|
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
|
Feb 26, 2024 |
|
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
|
Feb 19, 2024 |
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Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
|
Feb 13, 2024 |
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Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
|
Feb 05, 2024 |
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Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
|
Jan 29, 2024 |
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Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
|
Jan 22, 2024 |
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Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
|
Jan 15, 2024 |
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Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
|
Jan 01, 2024 |
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Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
|
Dec 25, 2023 |
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Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
|
Dec 18, 2023 |
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Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
|
Dec 11, 2023 |
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Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
|
Dec 04, 2023 |
|
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
|
Nov 27, 2023 |
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Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
|
Nov 20, 2023 |
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Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
|
Nov 13, 2023 |
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Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
|
Nov 06, 2023 |
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Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value
|
Oct 30, 2023 |
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Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit
|
Oct 23, 2023 |
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Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread
|
Oct 16, 2023 |
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Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves
|
Oct 09, 2023 |
|
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
|
Sep 25, 2023 |
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Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
|
Sep 11, 2023 |
|
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings
|
Sep 04, 2023 |
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Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
|
Aug 28, 2023 |
|
Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper
|
Aug 21, 2023 |
|
Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity
|
Aug 07, 2023 |
|
Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade
|
Jul 31, 2023 |
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Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree
|
Jul 24, 2023 |
|
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
|
Jul 17, 2023 |
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Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK
|
Jul 03, 2023 |
|
Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital
|
Jun 26, 2023 |
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Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
|
Jun 19, 2023 |
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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value
|
Jun 12, 2023 |
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Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market
|
Jun 05, 2023 |
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Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes
|
May 29, 2023 |
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Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
|
May 22, 2023 |
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Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb
|
May 15, 2023 |
|
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries
|
May 08, 2023 |
|
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
|
May 01, 2023 |
|
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
|
Apr 24, 2023 |
|
Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
|
Apr 17, 2023 |
|
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
|
Apr 10, 2023 |
|
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value
|
Apr 03, 2023 |
|
Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion
|
Mar 27, 2023 |
|
Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch
|
Mar 20, 2023 |
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Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit
|
Mar 13, 2023 |
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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown
|
Mar 06, 2023 |
|
Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation
|
Feb 27, 2023 |
|
Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?
|
Feb 20, 2023 |
|
Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings
|
Feb 13, 2023 |
|
Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research
|
Feb 06, 2023 |
|
Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs
|
Jan 30, 2023 |
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Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion
|
Jan 23, 2023 |
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Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions
|
Jan 16, 2023 |
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Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot
|
Dec 12, 2022 |
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Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO
|
Dec 05, 2022 |
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Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
|
Nov 28, 2022 |
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Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
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Nov 21, 2022 |
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Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes
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Nov 14, 2022 |
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Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
|
Nov 07, 2022 |
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Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
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Oct 31, 2022 |
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Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future
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Oct 24, 2022 |
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Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed
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Oct 17, 2022 |
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Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective
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Oct 10, 2022 |
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Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
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Oct 03, 2022 |
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Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
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Sep 26, 2022 |
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Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;
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Sep 12, 2022 |
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Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due
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Sep 05, 2022 |
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Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths
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Aug 29, 2022 |
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Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
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Aug 22, 2022 |
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Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate
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Aug 15, 2022 |
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Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer
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Aug 01, 2022 |
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Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence
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Jul 25, 2022 |
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Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY
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Jul 18, 2022 |
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Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY
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Jul 04, 2022 |
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Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;
|
Jun 27, 2022 |
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Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection
|
Jun 20, 2022 |
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Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions
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Jun 13, 2022 |
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Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities
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Jun 06, 2022 |
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Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?
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May 30, 2022 |
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Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine
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May 16, 2022 |
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Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha
|
May 09, 2022 |
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Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy
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Apr 25, 2022 |
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Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock
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Apr 18, 2022 |
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Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science
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Apr 11, 2022 |
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Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity
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Apr 04, 2022 |
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Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts
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Mar 28, 2022 |
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Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment
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Mar 21, 2022 |
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Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War
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Mar 14, 2022 |
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Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway
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Mar 07, 2022 |
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Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels
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Feb 28, 2022 |
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Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop
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Feb 21, 2022 |
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Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen
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Feb 14, 2022 |
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Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update
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Feb 07, 2022 |
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Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
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Jan 31, 2022 |
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Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window
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Jan 24, 2022 |
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Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
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Jan 17, 2022 |
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Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies
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Jan 10, 2022 |
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Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
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Dec 20, 2021 |
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Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers
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Dec 13, 2021 |
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Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
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Dec 06, 2021 |
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100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck
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Nov 29, 2021 |
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Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto
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Nov 22, 2021 |
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Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value
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Nov 15, 2021 |
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Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework
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Nov 08, 2021 |
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Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse
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Nov 01, 2021 |
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Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei
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Oct 25, 2021 |
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Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA
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Oct 18, 2021 |
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Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales
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Oct 11, 2021 |
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Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias
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Oct 04, 2021 |
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Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.
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Sep 30, 2021 |
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LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast
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Sep 27, 2021 |
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Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice
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Sep 23, 2021 |
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Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast
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Sep 20, 2021 |
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Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call
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Sep 16, 2021 |
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Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast
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Sep 13, 2021 |
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Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday
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Sep 09, 2021 |
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Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast
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Sep 06, 2021 |
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Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains
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Sep 02, 2021 |
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Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers Podcast
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Aug 30, 2021 |
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Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA
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Aug 26, 2021 |
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Hail Mary: William L Silber on The Power of Nothing to Lose with Tobias Carlisle on The Acquirers Podcast
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Aug 23, 2021 |
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Value After Hours S03 E30 Warren Buffett's Berkshire Hathaway Earnings, How to Meet & Greet, $QRTEA
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Aug 18, 2021 |
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Alphaville: Jamie Powell on reporting for the FT's Alphaville blog with Tobias Carlisle on The Acquirers Podcast
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Aug 16, 2021 |
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Metal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers Podcast
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Aug 09, 2021 |
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Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations
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Aug 02, 2021 |
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Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH
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Jul 29, 2021 |
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China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
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Jul 26, 2021 |
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Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place
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Jul 22, 2021 |
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Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast
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Jul 19, 2021 |
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Value After Hours S03 E26: Lumber, Inflation, Deep Survival
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Jul 15, 2021 |
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Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
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Jul 12, 2021 |
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Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash
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Jul 01, 2021 |
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Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast
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Jun 28, 2021 |
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Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate
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Jun 24, 2021 |
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Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast
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Jun 21, 2021 |
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Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
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Jun 17, 2021 |
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Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
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Jun 14, 2021 |
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Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast
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Jun 07, 2021 |
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Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On
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Jun 03, 2021 |
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Fed Up: Colin Lancaster on macro investing, quantitative easing, and the role of central banks in modern markets with Tobias Carlisle on The Acquirers Podcast
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May 31, 2021 |
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Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score
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May 27, 2021 |
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History Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers Podcast
|
May 24, 2021 |
|
Value: After Hours (LIVE): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings
|
May 20, 2021 |
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Gold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias Carlisle
|
May 17, 2021 |
|
Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers
|
May 13, 2021 |
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Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast
|
May 10, 2021 |
|
Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.
|
May 06, 2021 |
|
Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle
|
May 03, 2021 |
|
Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO
|
Apr 29, 2021 |
|
Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast
|
Apr 26, 2021 |
|
Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
|
Apr 22, 2021 |
|
Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers Podcast
|
Apr 19, 2021 |
|
Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee Intelligence
|
Apr 15, 2021 |
|
Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers Podcast
|
Apr 12, 2021 |
|
Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up
|
Apr 08, 2021 |
|
Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers Podcast
|
Apr 05, 2021 |
|
Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and Neversell
|
Apr 01, 2021 |
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Value: After Hours S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds
|
Mar 29, 2021 |
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African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast
|
Mar 22, 2021 |
|
Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally
|
Mar 18, 2021 |
|
Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast
|
Mar 15, 2021 |
|
Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition
|
Mar 11, 2021 |
|
Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast
|
Mar 08, 2021 |
|
Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A
|
Mar 04, 2021 |
|
Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast
|
Mar 01, 2021 |
|
Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing
|
Feb 25, 2021 |
|
Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast
|
Feb 22, 2021 |
|
Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood
|
Feb 18, 2021 |
|
Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast
|
Feb 15, 2021 |
|
Value: After Hours S03 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales
|
Feb 11, 2021 |
|
No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers Podcast
|
Feb 08, 2021 |
|
Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the Driver
|
Feb 04, 2021 |
|
Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers Podcast
|
Feb 01, 2021 |
|
Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast
|
Jan 25, 2021 |
|
Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation
|
Jan 21, 2021 |
|
Small Value 2: Eric Cinnamond returns for more small value with Tobias on The Acquirers Podcast
|
Jan 18, 2021 |
|
Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses
|
Jan 14, 2021 |
|
Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast
|
Jan 11, 2021 |
|
Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast
|
Jan 04, 2021 |
|
Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing
|
Jan 01, 2021 |
|
Value: After Hours S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators
|
Dec 24, 2020 |
|
Value: After Hours S02 E49 High-Growth Reinvestment, Active Investment, and Magic Numbers
|
Dec 17, 2020 |
|
Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers Podcast
|
Dec 14, 2020 |
|
S02 E48 Fear and Greed, $SPR and Solitude and Leadership
|
Dec 10, 2020 |
|
Value: After Hours S02 E47 Investors Be Thankful, Horsebetting, and Buffett's Hitting Coach Munger Value: After Hours
|
Dec 03, 2020 |
|
Smart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers Podcast
|
Nov 30, 2020 |
|
Value: After Hours S02 E46 Buffett sells $COST, Einhorn's $GLRE and Icahn's $IEP, Long-lived Instos
|
Nov 26, 2020 |
|
Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast
|
Nov 23, 2020 |
|
Value: After Hours S02 E45 Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy Value
|
Nov 19, 2020 |
|
Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers Podcast
|
Nov 16, 2020 |
|
Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversell
|
Nov 12, 2020 |
|
Compound Quality: Kyler Hasson on tax-conscious compounding with Tobias on the Acquirers Podcast
|
Nov 09, 2020 |
|
Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns
|
Nov 05, 2020 |
|
Startup Guru: Chris Bakke on start ups, venture capital and angel investing with Tobias Carlisle on The Acquirers Podcast
|
Nov 02, 2020 |
|
Value: After Hours S02 E42 Mauboussin and UFO Cults, Small and Micro Value and Thematic Investing
|
Oct 29, 2020 |
|
Value Saga: Joe Frankenfield on high-growth value with Tobias Carlisle on The Acquirers Podcast
|
Oct 26, 2020 |
|
Value: After Hours S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA
|
Oct 22, 2020 |
|
Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast
|
Oct 19, 2020 |
|
Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR
|
Oct 15, 2020 |
|
Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast
|
Oct 12, 2020 |
|
Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards
|
Oct 08, 2020 |
|
Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast
|
Oct 05, 2020 |
|
Value: After Hours S02 E38 Cicadas, Parasites and Prime Numbers, Value Cabbage, and French Cashflows
|
Oct 01, 2020 |
|
Activist Hedge: Nicole Boyson on activism in academia with Tobias Carlisle on The Acquirers Podcast
|
Sep 28, 2020 |
|
Value: After Hours S02 E37 Butterflies, Trust, and Ethical Collapse; $NKLA Goes Downhill; $QRTEA
|
Sep 24, 2020 |
|
Shrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers Podcast
|
Sep 21, 2020 |
|
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
|
Sep 17, 2020 |
|
Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast
|
Sep 14, 2020 |
|
Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator
|
Sep 10, 2020 |
|
FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers Podcast
|
Sep 07, 2020 |
|
Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
|
Sep 03, 2020 |
|
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers Podcast
|
Aug 31, 2020 |
|
Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPM
|
Aug 27, 2020 |
|
Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers Podcast
|
Aug 24, 2020 |
|
Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics
|
Aug 20, 2020 |
|
Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
|
Aug 17, 2020 |
|
Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
|
Aug 10, 2020 |
|
Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast
|
Aug 03, 2020 |
|
Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade Value
|
Jul 30, 2020 |
|
Odd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers Podcast
|
Jul 27, 2020 |
|
Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
|
Jul 23, 2020 |
|
Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
|
Jul 20, 2020 |
|
Value: After Hours S02 E28: Christensen's How to Measure Your Life, Cheap Banks, Wide Value Spread
|
Jul 16, 2020 |
|
Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast
|
Jul 13, 2020 |
|
Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
|
Jul 09, 2020 |
|
Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast
|
Jul 06, 2020 |
|
Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT
|
Jul 02, 2020 |
|
Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers Podcast
|
Jun 29, 2020 |
|
Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement
|
Jun 25, 2020 |
|
Niche Acquirer: Michael Girdley on Dura Software's hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers Podcast
|
Jun 22, 2020 |
|
Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
|
Jun 18, 2020 |
|
Micro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers Podcast
|
Jun 15, 2020 |
|
Value: After Hours LIVE S02E23: Don't Call it a Comeback, The Right Size I, Aerospace Decimation
|
Jun 11, 2020 |
|
Business Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers Podcast
|
Jun 08, 2020 |
|
Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems
|
Jun 04, 2020 |
|
Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast
|
Jun 01, 2020 |
|
Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n' Carry
|
May 28, 2020 |
|
Boutique RE: Moses Kagan's Adaptive on real estate investing with Tobias Carlisle on The Acquirers Podcast
|
May 25, 2020 |
|
Value: After Hours LIVE S02E20: AQR's Is Value Dead, Baumol's Cost Disease, Weird Times
|
May 21, 2020 |
|
Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers Podcast
|
May 18, 2020 |
|
Value: After Hours LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
|
May 14, 2020 |
|
eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers Podcast
|
May 11, 2020 |
|
Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a Quant
|
May 07, 2020 |
|
Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers Podcast
|
May 04, 2020 |
|
Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill's Story Arc
|
Apr 30, 2020 |
|
Baby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers Podcast
|
Apr 27, 2020 |
|
Value: After Hours LIVE S02 E16: Warren Buffett's Selling, Sand Pile Criticality, and FWONK / FWONA
|
Apr 23, 2020 |
|
Berkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers Podcast
|
Apr 20, 2020 |
|
Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating
|
Apr 16, 2020 |
|
Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
|
Apr 13, 2020 |
|
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
|
Apr 09, 2020 |
|
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
|
Apr 06, 2020 |
|
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
|
Apr 01, 2020 |
|
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
|
Mar 30, 2020 |
|
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
|
Mar 26, 2020 |
|
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
|
Mar 23, 2020 |
|
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
|
Mar 19, 2020 |
|
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
|
Mar 17, 2020 |
|
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
|
Mar 16, 2020 |
|
Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
|
Mar 12, 2020 |
|
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
|
Mar 09, 2020 |
|
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
|
Mar 05, 2020 |
|
Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast
|
Mar 02, 2020 |
|
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
|
Feb 27, 2020 |
|
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
|
Feb 24, 2020 |
|
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account
|
Feb 20, 2020 |
|
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
|
Feb 17, 2020 |
|
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
|
Feb 13, 2020 |
|
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
|
Feb 10, 2020 |
|
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter
|
Feb 06, 2020 |
|
Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast
|
Feb 03, 2020 |
|
Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate
|
Jan 30, 2020 |
|
Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast
|
Jan 27, 2020 |
|
Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy
|
Jan 23, 2020 |
|
Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast
|
Jan 20, 2020 |
|
Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion
|
Jan 16, 2020 |
|
Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast
|
Jan 13, 2020 |
|
Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast
|
Jan 06, 2020 |
|
Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions
|
Jan 03, 2020 |
|
Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast
|
Dec 31, 2019 |
|
Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast
|
Dec 29, 2019 |
|
Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special
|
Dec 26, 2019 |
|
O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast
|
Dec 25, 2019 |
|
Why Charts? YCharts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast
|
Dec 22, 2019 |
|
After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battleground
|
Dec 19, 2019 |
|
Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast
|
Dec 15, 2019 |
|
After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt
|
Dec 12, 2019 |
|
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast
|
Dec 08, 2019 |
|
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck
|
Dec 05, 2019 |
|
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
|
Dec 02, 2019 |
|
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
|
Nov 27, 2019 |
|
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
|
Nov 22, 2019 |
|
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
|
Nov 15, 2019 |
|
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
|
Nov 08, 2019 |
|
Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast
|
Nov 06, 2019 |
|
Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast
|
Nov 01, 2019 |
|
Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast
|
Oct 25, 2019 |
|
Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast
|
Oct 18, 2019 |
|
Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast
|
Oct 11, 2019 |
|
Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast
|
Oct 04, 2019 |
|
Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast
|
Sep 27, 2019 |
|
Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast
|
Sep 20, 2019 |
|
Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast
|
Sep 13, 2019 |
|
Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast
|
Sep 06, 2019 |
|
Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast
|
Aug 30, 2019 |
|
Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast
|
Aug 23, 2019 |
|
Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast
|
Aug 16, 2019 |
|
Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast
|
Aug 09, 2019 |
|
Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast
|
Aug 06, 2019 |
|
Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast
|
Aug 03, 2019 |
|
Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
|
Jul 26, 2019 |
|
Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
|
Jul 19, 2019 |
|
SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast
|
Jul 12, 2019 |
|
Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast
|
Jul 05, 2019 |
|
Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast
|
Jun 28, 2019 |
|
Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast
|
Jun 21, 2019 |
|
Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast
|
Jun 14, 2019 |
|
Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast
|
Jun 07, 2019 |
|
What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast
|
May 31, 2019 |
|
SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast
|
May 24, 2019 |
|
Private Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast
|
May 17, 2019 |
|
Guru Stocks: Validea's Justin Carbonneau talks about replicating guru value investors' strategies to Tobias Carlisle of The Acquirers Podcast
|
May 10, 2019 |
|
Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast
|
May 03, 2019 |
|
Marvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers Podcast
|
Apr 26, 2019 |
|
True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast
|
Apr 19, 2019 |
|
Big Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers Podcast
|
Apr 12, 2019 |
|
REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast
|
Apr 05, 2019 |
|
The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast
|
Mar 29, 2019 |
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No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast
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Mar 22, 2019 |
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Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle
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Mar 15, 2019 |
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Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle
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Feb 22, 2019 |