The Acquirers Podcast

Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse

01 Nov 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei

25 Oct 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

18 Oct 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales

11 Oct 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias

04 Oct 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.

30 Sep 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast

27 Sep 2021

Contributed by Lukas

Jeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity profession...

Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice

23 Sep 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast

20 Sep 2021

Contributed by Lukas

Dr. Smith is an investing and market risk expert and author of the Risk Rituals Newsletter which offers investors advice on how to be more successful ...

Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call

16 Sep 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast

13 Sep 2021

Contributed by Lukas

David Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of...

Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday

09 Sep 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast

06 Sep 2021

Contributed by Lukas

Matthew Cochrane is a lead advisor for https://7investing.com/. He grew up in Fort Lauderdale, Florida and, upon graduating high school, enlisted in t...

Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

02 Sep 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers Podcast

30 Aug 2021

Contributed by Lukas

Elite Wine & Whisky is one of around 400 Liv-ex members worldwide, with access to the global wine trading platform. Founded in 2012 as a small ope...

Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA

26 Aug 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Hail Mary: William L Silber on The Power of Nothing to Lose with Tobias Carlisle on The Acquirers Podcast

23 Aug 2021

Contributed by Lukas

William L. Silber is a Senior Advisor with Cornerstone Research and was a chaired professor at The Stern School of Business, New York University, most...

Value After Hours S03 E30 Warren Buffett's Berkshire Hathaway Earnings, How to Meet & Greet, $QRTEA

18 Aug 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Alphaville: Jamie Powell on reporting for the FT's Alphaville blog with Tobias Carlisle on The Acquirers Podcast

16 Aug 2021

Contributed by Lukas

Jamie Powell writes for FT Alphaville. He previously worked at education start-up Twig Education.   Twitter: @ajb_powell   Website: https://...

Metal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers Podcast

09 Aug 2021

Contributed by Lukas

Spencer Cole is Chief Investment Officer of Vox Royalty, a precious metals royalty and streaming company with a portfolio of 50 royalties and streams ...

Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations

02 Aug 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH

29 Jul 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast

26 Jul 2021

Contributed by Lukas

Vivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant.  Vivek conducts equity, commodity, and asset factor identi...

Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place

22 Jul 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast

19 Jul 2021

Contributed by Lukas

Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and...

Value After Hours S03 E26: Lumber, Inflation, Deep Survival

15 Jul 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast

12 Jul 2021

Contributed by Lukas

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fun...

Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash

01 Jul 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast

28 Jun 2021

Contributed by Lukas

Polaris Capital Management President and Portfolio Manager Bernard Horn Jr. has been in the value investing business since 1980 after graduating from ...

Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate

24 Jun 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast

21 Jun 2021

Contributed by Lukas

Vincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA...

Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks

17 Jun 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality

14 Jun 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast

07 Jun 2021

Contributed by Lukas

Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term int...

Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On

03 Jun 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

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

31 May 2021

Contributed by Lukas

COLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hon...

Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score

27 May 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

History Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers Podcast

24 May 2021

Contributed by Lukas

Adam J. Mead is a life-long student of business and capital allocation. He is the CEO and Chief Investment Officer of Mead Capital Management, a ...

Value: After Hours (LIVE): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings

20 May 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Corey Hoffstein an...

Gold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias Carlisle

17 May 2021

Contributed by Lukas

Sean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P.  Sean discusses the precious metals space – especially junior mini...

Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers

13 May 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast

10 May 2021

Contributed by Lukas

Since 2015 Daniel Zwirn has been Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $2.2 billion global investment firm wit...

Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.

06 May 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle

03 May 2021

Contributed by Lukas

Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kapp...

Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO

29 Apr 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast

26 Apr 2021

Contributed by Lukas

William Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achi...

Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets

22 Apr 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers Podcast

19 Apr 2021

Contributed by Lukas

Linda Lebrun is the Director of Finance & Investing Writer Recruitment at Substack. Her job is to help writers of finance and investing content bu...

Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee Intelligence

15 Apr 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers Podcast

12 Apr 2021

Contributed by Lukas

Authors Max Frumes and Sujeet Indap on their new book The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Gr...

Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up

08 Apr 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers Podcast

05 Apr 2021

Contributed by Lukas

Evan is co-founder and Chief Investment Officer of Bireme Capital. He is responsible for portfolio management for the flagship Fundamental Value strat...

Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and Neversell

01 Apr 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value: After Hours S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds

29 Mar 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast

22 Mar 2021

Contributed by Lukas

Adrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisd...

Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally

18 Mar 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast

15 Mar 2021

Contributed by Lukas

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years ...

Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition

11 Mar 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast

08 Mar 2021

Contributed by Lukas

Lawrence A. Cunningham is an American scholar, author of corporate governance and investing books, and the Henry St. George Tucker III Research Profes...

Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A

04 Mar 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast

01 Mar 2021

Contributed by Lukas

Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from th...

Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing

25 Feb 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast

22 Feb 2021

Contributed by Lukas

Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and pre...

Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood

18 Feb 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast

15 Feb 2021

Contributed by Lukas

Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant busin...

Value: After Hours S03 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales

11 Feb 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers Podcast

08 Feb 2021

Contributed by Lukas

Michael Mitchell is a former partner hedge fund Locust Wood Capital. He has now retired to raise his 3 boys and manage his own money.    Mic...

Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the Driver

04 Feb 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers Podcast

01 Feb 2021

Contributed by Lukas

James F. Royal, Ph.D., got hooked on special situations when he discovered that the stock market sometimes gives away companies for free and sometimes...

Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast

25 Jan 2021

Contributed by Lukas

Jim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strat...

Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation

21 Jan 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Small Value 2: Eric Cinnamond returns for more small value with Tobias on The Acquirers Podcast

18 Jan 2021

Contributed by Lukas

Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on ab...

Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses

14 Jan 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast

11 Jan 2021

Contributed by Lukas

Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments.    Website: https://y...

Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast

04 Jan 2021

Contributed by Lukas

Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with activ...

Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing

01 Jan 2021

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value: After Hours S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators

24 Dec 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value: After Hours S02 E49 High-Growth Reinvestment, Active Investment, and Magic Numbers

17 Dec 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers Podcast

14 Dec 2020

Contributed by Lukas

Elliot Turner is the CIO of RGA Investment Advisors. A self-described GARP investor, he holds the Chartered Financial Analyst (CFA) designation as wel...

S02 E48 Fear and Greed, $SPR and Solitude and Leadership

10 Dec 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value: After Hours S02 E47 Investors Be Thankful, Horsebetting, and Buffett's Hitting Coach Munger Value: After Hours

03 Dec 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Smart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers Podcast

30 Nov 2020

Contributed by Lukas

Stephen Clapham, the forensic accounting expert and founder of Behind the Balance Sheet, on his new book The Smart Money Method: How to pick stocks li...

Value: After Hours S02 E46 Buffett sells $COST, Einhorn's $GLRE and Icahn's $IEP, Long-lived Instos

26 Nov 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast

23 Nov 2020

Contributed by Lukas

Alex is the man behind the Science of Hitting twitter account: https://twitter.com/TSOH_Investing His investment strategy: "Patience followed by prett...

Value: After Hours S02 E45 Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy Value

19 Nov 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers Podcast

16 Nov 2020

Contributed by Lukas

Matthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Pet...

Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversell

12 Nov 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Compound Quality: Kyler Hasson on tax-conscious compounding with Tobias on the Acquirers Podcast

09 Nov 2020

Contributed by Lukas

Kyler Hasson is a Portfolio Manager at Delta Investment Management. His strategy is is to act like a private market investor–find an excellent busin...

Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns

05 Nov 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Startup Guru: Chris Bakke on start ups, venture capital and angel investing with Tobias Carlisle on The Acquirers Podcast

02 Nov 2020

Contributed by Lukas

Chris is the founder, and CEO of Laskie.co. Previously, he co-founded Interviewed (acquired by Indeed in 2017), was COO of 42Floors (acquired by Knote...

Value: After Hours S02 E42 Mauboussin and UFO Cults, Small and Micro Value and Thematic Investing

29 Oct 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value Saga: Joe Frankenfield on high-growth value with Tobias Carlisle on The Acquirers Podcast

26 Oct 2020

Contributed by Lukas

Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manag...

Value: After Hours S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA

22 Oct 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast

19 Oct 2020

Contributed by Lukas

Matt Sweeney's Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. Laughing Water Capital f...

Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR

15 Oct 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast

12 Oct 2020

Contributed by Lukas

David Horn is the Adjunct Associate Professor of Business in Finance at Columbia where he teaches Applied Value Investing. He is the Managing Partner ...

Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards

08 Oct 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast

05 Oct 2020

Contributed by Lukas

Mutiny is a ‘black swan’ investment strategy. It is a form of ‘antifragility’ or ‘crisis alpha’ intended to achieve large asymmetric gains...

Value: After Hours S02 E38 Cicadas, Parasites and Prime Numbers, Value Cabbage, and French Cashflows

01 Oct 2020

Contributed by Lukas

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and ...

Activist Hedge: Nicole Boyson on activism in academia with Tobias Carlisle on The Acquirers Podcast

28 Sep 2020

Contributed by Lukas

Professor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulatory arbitrage, hedg...