The Acquirers Podcast
Episodes
Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast
30 Aug 2019
Contributed by Lukas
Benn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC...
Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast
23 Aug 2019
Contributed by Lukas
Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian's websites: htt...
Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast
16 Aug 2019
Contributed by Lukas
Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment manag...
Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast
09 Aug 2019
Contributed by Lukas
Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to ...
Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast
06 Aug 2019
Contributed by Lukas
Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhy...
Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast
03 Aug 2019
Contributed by Lukas
Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investin...
Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
26 Jul 2019
Contributed by Lukas
Tim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newslett...
Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
19 Jul 2019
Contributed by Lukas
Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/ He is the co-author of "Adaptive Asset Allocation: Dyna...
SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast
12 Jul 2019
Contributed by Lukas
Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the P...
Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast
05 Jul 2019
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...
Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast
28 Jun 2019
Contributed by Lukas
Peter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) w...
Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast
21 Jun 2019
Contributed by Lukas
Peter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microca...
Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast
14 Jun 2019
Contributed by Lukas
Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn Univer...
Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast
07 Jun 2019
Contributed by Lukas
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Ma...
What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast
31 May 2019
Contributed by Lukas
James P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asse...
SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast
24 May 2019
Contributed by Lukas
Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks Web...
Private Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast
17 May 2019
Contributed by Lukas
Verdad's Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, ...
Guru Stocks: Validea's Justin Carbonneau talks about replicating guru value investors' strategies to Tobias Carlisle of The Acquirers Podcast
10 May 2019
Contributed by Lukas
Justin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX...
Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast
03 May 2019
Contributed by Lukas
Jesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities. ABOUT T...
Marvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers Podcast
26 Apr 2019
Contributed by Lukas
Joseph Calandro Jr, of Applied Value Investing, chats to Tobias Carlisle on the Acquirers Podcast about Joe's new paper, "M&A deal-making: Disney,...
True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast
19 Apr 2019
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...
Big Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers Podcast
12 Apr 2019
Contributed by Lukas
Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on The Acquirers Podcast about his new book, Big Mistakes: The Best Investors and...
REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast
05 Apr 2019
Contributed by Lukas
Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Custo...
The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast
29 Mar 2019
Contributed by Lukas
Mark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/) Mark has developed an investment strategy based on the quantitative a...
No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast
22 Mar 2019
Contributed by Lukas
Corey Hoffstein of Newfound Research talks about his "No Pain, No Premium" approach to risk-managed tactical allocation strategies with with Tobias Ca...
Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle
15 Mar 2019
Contributed by Lukas
Jacob "Jake" Taylor wrote a great book about value investing and sent it to Charlie Munger never thinking he'd actually read it. Charlie picked it up ...
Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle
22 Feb 2019
Contributed by Lukas
Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast https://acqui...