The Acquirers Podcast
Episodes
Value: After Hours S02 E37 Butterflies, Trust, and Ethical Collapse; $NKLA Goes Downhill; $QRTEA
24 Sep 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 ...
Shrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers Podcast
21 Sep 2020
Contributed by Lukas
Larry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University an...
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
17 Sep 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 ...
Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast
14 Sep 2020
Contributed by Lukas
Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and E...
Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator
10 Sep 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 ...
FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers Podcast
07 Sep 2020
Contributed by Lukas
Scott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, in...
Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
03 Sep 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 ...
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers Podcast
31 Aug 2020
Contributed by Lukas
Francisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with ...
Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPM
27 Aug 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 ...
Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers Podcast
24 Aug 2020
Contributed by Lukas
Brian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small companie...
Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics
20 Aug 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 ...
Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
17 Aug 2020
Contributed by Lukas
Chris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term inv...
Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
10 Aug 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 ...
Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast
03 Aug 2020
Contributed by Lukas
Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager f...
Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade Value
30 Jul 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 ...
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
27 Jul 2020
Contributed by Lukas
Nate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newslet...
Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
23 Jul 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 ...
Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
20 Jul 2020
Contributed by Lukas
Mike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynami...
Value: After Hours S02 E28: Christensen's How to Measure Your Life, Cheap Banks, Wide Value Spread
16 Jul 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 ...
Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast
13 Jul 2020
Contributed by Lukas
Paul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder...
Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
09 Jul 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 ...
Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast
06 Jul 2020
Contributed by Lukas
Cliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chic...
Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT
02 Jul 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 ...
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
29 Jun 2020
Contributed by Lukas
Partha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas...
Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement
25 Jun 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 ...
Niche Acquirer: Michael Girdley on Dura Software's hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers Podcast
22 Jun 2020
Contributed by Lukas
Michael Girdley is the Chairman of the Board and head of strategy at Dura Software. Previously, Michael was Managing Director of the Geekdom Fund, a s...
Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
18 Jun 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 ...
Micro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers Podcast
15 Jun 2020
Contributed by Lukas
Maj Soueidan is a full-time investor of 30 years. He co-founded GeoInvesting to bring institutional quality investment research to the individua...
Value: After Hours LIVE S02E23: Don't Call it a Comeback, The Right Size I, Aerospace Decimation
11 Jun 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 ...
Business Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers Podcast
08 Jun 2020
Contributed by Lukas
John Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment part...
Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems
04 Jun 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 ...
Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast
01 Jun 2020
Contributed by Lukas
Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macr...
Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n' Carry
28 May 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 ...
Boutique RE: Moses Kagan's Adaptive on real estate investing with Tobias Carlisle on The Acquirers Podcast
25 May 2020
Contributed by Lukas
Moses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and ...
Value: After Hours LIVE S02E20: AQR's Is Value Dead, Baumol's Cost Disease, Weird Times
21 May 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 ...
Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers Podcast
18 May 2020
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 LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
14 May 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 ...
eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers Podcast
11 May 2020
Contributed by Lukas
Will Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company's indexing, research, and product development efforts...
Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a Quant
07 May 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 ...
Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers Podcast
04 May 2020
Contributed by Lukas
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Researc...
Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill's Story Arc
30 Apr 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 ...
Baby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers Podcast
27 Apr 2020
Contributed by Lukas
Brent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfo...
Value: After Hours LIVE S02 E16: Warren Buffett's Selling, Sand Pile Criticality, and FWONK / FWONA
23 Apr 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 ...
Berkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers Podcast
20 Apr 2020
Contributed by Lukas
Andrew Wilkinson is the co-founder of Tiny. In 2006, Andrew founded MetaLab, one of the world's top design agencies. After rapid growth, he used the p...
Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating
16 Apr 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 ...
Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
13 Apr 2020
Contributed by Lukas
Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented appr...
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
09 Apr 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 ...
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
06 Apr 2020
Contributed by Lukas
Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans. S...
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
01 Apr 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 ...
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
30 Mar 2020
Contributed by Lukas
Tweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm's 100-year history is ground...
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
26 Mar 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 ...
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
23 Mar 2020
Contributed by Lukas
Dr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June...
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
19 Mar 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 ...
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
17 Mar 2020
Contributed by Lukas
We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants ar...
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
16 Mar 2020
Contributed by Lukas
Alex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a lea...
Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
12 Mar 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 ...
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
09 Mar 2020
Contributed by Lukas
Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and direct...
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
05 Mar 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 ...
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
02 Mar 2020
Contributed by Lukas
Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for ...
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
27 Feb 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 ...
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
24 Feb 2020
Contributed by Lukas
Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio Buy the book: https://amzn.to/2Pb43d5 Mark...
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account
20 Feb 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 ...
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
17 Feb 2020
Contributed by Lukas
Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private inve...
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
13 Feb 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 ...
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
10 Feb 2020
Contributed by Lukas
Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset ...
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter
06 Feb 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 ...
Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast
03 Feb 2020
Contributed by Lukas
Link to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh Jonathan is President of Boyar’s Intrinsic Value Research LLC., an indepen...
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
30 Jan 2020
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylo...
Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast
27 Jan 2020
Contributed by Lukas
Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2...
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
23 Jan 2020
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylo...
Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast
20 Jan 2020
Contributed by Lukas
Daniel McMurtrie, better known as FinTwit's @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for ...
Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion
16 Jan 2020
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylo...
Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast
13 Jan 2020
Contributed by Lukas
Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshor...
Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast
06 Jan 2020
Contributed by Lukas
Gregory Zuckerman is a "Special Writer" at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9. He is ...
Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions
03 Jan 2020
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylo...
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
31 Dec 2019
Contributed by Lukas
Jose Ivan Garcia of Spain's Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic f...
Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast
29 Dec 2019
Contributed by Lukas
New Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Cons...
Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special
26 Dec 2019
Contributed by Lukas
About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSC...
O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast
25 Dec 2019
Contributed by Lukas
Tim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business ...
Why Charts? YCharts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast
22 Dec 2019
Contributed by Lukas
YCharts' President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive ma...
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
19 Dec 2019
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street....
Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast
15 Dec 2019
Contributed by Lukas
Mark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Mo...
After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt
12 Dec 2019
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street....
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast
08 Dec 2019
Contributed by Lukas
Vitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Mo...
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck
05 Dec 2019
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street....
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
02 Dec 2019
Contributed by Lukas
BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund. Twitter: https://twitter.com/BluegrassCap...
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
27 Nov 2019
Contributed by Lukas
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street...
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
22 Nov 2019
Contributed by Lukas
Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both ...
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
15 Nov 2019
Contributed by Lukas
Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and c...
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
08 Nov 2019
Contributed by Lukas
Rashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her fir...
Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast
06 Nov 2019
Contributed by Lukas
Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers ...
Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast
01 Nov 2019
Contributed by Lukas
Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall oper...
Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast
25 Oct 2019
Contributed by Lukas
Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap ...
Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast
18 Oct 2019
Contributed by Lukas
Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC. Prior to joining Old West, Joe spent five years as Fi...
Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast
11 Oct 2019
Contributed by Lukas
Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strat...
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
04 Oct 2019
Contributed by Lukas
Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusse...
Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast
27 Sep 2019
Contributed by Lukas
Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and ...
Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast
20 Sep 2019
Contributed by Lukas
Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s d...
Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast
13 Sep 2019
Contributed by Lukas
Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual...
Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast
06 Sep 2019
Contributed by Lukas
Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, ...