The Acquirers Podcast

By Tobias Carlisle

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Category: Investing

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Rate for this podcast

Subscribers: 282
Reviews: 3
Episodes: 340

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 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
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
Feb 13, 2024
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
Feb 05, 2024
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
Jan 29, 2024
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
Jan 22, 2024
Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
Jan 15, 2024
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
Jan 01, 2024
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
Dec 25, 2023
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
Dec 18, 2023
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
Dec 11, 2023
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
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
Nov 20, 2023
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
Nov 13, 2023
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
Nov 06, 2023
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value
Oct 30, 2023
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit
Oct 23, 2023
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread
Oct 16, 2023
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
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
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
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
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
Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
Jun 19, 2023
Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value
Jun 12, 2023
Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market
Jun 05, 2023
Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes
May 29, 2023
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
May 22, 2023
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
Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit
Mar 13, 2023
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
Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion
Jan 23, 2023
Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions
Jan 16, 2023
Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot
Dec 12, 2022
Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO
Dec 05, 2022
Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
Nov 28, 2022
Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
Nov 21, 2022
Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes
Nov 14, 2022
Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
Nov 07, 2022
Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
Oct 31, 2022
Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future
Oct 24, 2022
Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed
Oct 17, 2022
Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective
Oct 10, 2022
Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
Oct 03, 2022
Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
Sep 26, 2022
Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;
Sep 12, 2022
Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due
Sep 05, 2022
Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths
Aug 29, 2022
Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
Aug 22, 2022
Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate
Aug 15, 2022
Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer
Aug 01, 2022
Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence
Jul 25, 2022
Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY
Jul 18, 2022
Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY
Jul 04, 2022
Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;
Jun 27, 2022
Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection
Jun 20, 2022
Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions
Jun 13, 2022
Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities
Jun 06, 2022
Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?
May 30, 2022
Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine
May 16, 2022
Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha
May 09, 2022
Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy
Apr 25, 2022
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
Apr 18, 2022
Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science
Apr 11, 2022
Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity
Apr 04, 2022
Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts
Mar 28, 2022
Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment
Mar 21, 2022
Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War
Mar 14, 2022
Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway
Mar 07, 2022
Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels
Feb 28, 2022
Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop
Feb 21, 2022
Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen
Feb 14, 2022
Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update
Feb 07, 2022
Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
Jan 31, 2022
Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window
Jan 24, 2022
Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
Jan 17, 2022
Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies
Jan 10, 2022
Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
Dec 20, 2021
Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers
Dec 13, 2021
Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
Dec 06, 2021
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
Nov 29, 2021
Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto
Nov 22, 2021
Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value
Nov 15, 2021
Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework
Nov 08, 2021
Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse
Nov 01, 2021
Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei
Oct 25, 2021
Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA
Oct 18, 2021
Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales
Oct 11, 2021
Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias
Oct 04, 2021
Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.
Sep 30, 2021
LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast
Sep 27, 2021
Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice
Sep 23, 2021
Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast
Sep 20, 2021
Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call
Sep 16, 2021
Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast
Sep 13, 2021
Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday
Sep 09, 2021
Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast
Sep 06, 2021
Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains
Sep 02, 2021
Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers Podcast
Aug 30, 2021
Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA
Aug 26, 2021
Hail Mary: William L Silber on The Power of Nothing to Lose with Tobias Carlisle on The Acquirers Podcast
Aug 23, 2021
Value After Hours S03 E30 Warren Buffett's Berkshire Hathaway Earnings, How to Meet & Greet, $QRTEA
Aug 18, 2021
Alphaville: Jamie Powell on reporting for the FT's Alphaville blog with Tobias Carlisle on The Acquirers Podcast
Aug 16, 2021
Metal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers Podcast
Aug 09, 2021
Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations
Aug 02, 2021
Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH
Jul 29, 2021
China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
Jul 26, 2021
Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place
Jul 22, 2021
Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast
Jul 19, 2021
Value After Hours S03 E26: Lumber, Inflation, Deep Survival
Jul 15, 2021
Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
Jul 12, 2021
Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash
Jul 01, 2021
Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast
Jun 28, 2021
Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate
Jun 24, 2021
Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast
Jun 21, 2021
Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
Jun 17, 2021
Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
Jun 14, 2021
Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast
Jun 07, 2021
Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On
Jun 03, 2021
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
May 31, 2021
Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score
May 27, 2021
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
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
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
Value: After Hours S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds
Mar 29, 2021
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
No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast
Mar 22, 2019
Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle
Mar 15, 2019
Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle
Feb 22, 2019