Cover art for podcast The Acquirers Podcast

The Acquirers Podcast

196 EpisodesProduced by Tobias CarlisleWebsite

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.

196 Episodes | 2019 - 2021

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

June 17th, 2021

58:34

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

June 14th, 2021

1:03:59

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

June 7th, 2021

50:22

Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mr. …

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

June 3rd, 2021

1:00:57

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

May 31st, 2021

45:58

COLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. He has run two of the highest …

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

May 27th, 2021

1:01:48

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

May 24th, 2021

52:07

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 New Hampshire-based Registered Investment Advisor he founded in 2014:

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

May 20th, 2021

1:01:10

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

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

May 17th, 2021

46:50

Sean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P.  Sean discusses the precious metals space – especially junior mining companies. He reveals his outlook for markets going forward given factors …

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

May 13th, 2021

59:13

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

May 10th, 2021

51:03

Since 2015 Daniel Zwirn has been Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $2.2 billion global investment firm with offices in New York, London, San Francisco, Dublin, and …

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

May 6th, 2021

57:50

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

May 3rd, 2021

46:50

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

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

April 29th, 2021

57:02

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

April 26th, 2021

59:53

William Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many …

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

April 22nd, 2021

1:01:57

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

April 19th, 2021

40:58

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

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

April 15th, 2021

1:10:40

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

April 12th, 2021

43:38

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 Greed of Wall Street: https://amzn.to/3cFgNVJ

From the blurb:

It was …

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

April 8th, 2021

1:00:45

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

April 5th, 2021

44:45

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

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

April 1st, 2021

1:02:35

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

March 29th, 2021

53:20

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

March 22nd, 2021

51:08

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

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

March 18th, 2021

1:02:16

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

March 15th, 2021

1:03:16

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental …

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

March 11th, 2021

1:03:28

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

March 8th, 2021

55:28

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

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

March 4th, 2021

1:01:19

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

March 1st, 2021

49:36

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 the perspective of asset owners, asset managers, and other relevant …

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

February 25th, 2021

1:02:42

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

February 22nd, 2021

57:49

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 previously was a partner in the asset management division of Perella …

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

February 18th, 2021

1:02:44

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

February 15th, 2021

44:20

Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant businesses of tomorrow while they are still small and underappreciated, …

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

February 11th, 2021

1:01:54

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

February 8th, 2021

1:02:46

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.   

Michael's twitter: https://twitter.com/IgnoreNarrative

ABOUT THE PODCAST

Hi, I'm …

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

February 4th, 2021

1:02:19

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

February 1st, 2021

43:50

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

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

January 25th, 2021

48:42

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

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

January 21st, 2021

1:01:34

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

January 18th, 2021

55:19

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 …

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

January 14th, 2021

1:03:05

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

January 11th, 2021

47:49

Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments.   

Website:

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

January 4th, 2021

48:52

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

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

January 1st, 2021

1:01:49

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

December 24th, 2020

1:02:43

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

December 17th, 2020

1:00:03

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

December 14th, 2020

57:52

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

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

December 10th, 2020

1:02:25

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

December 3rd, 2020

1:01:59

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

November 30th, 2020

53:58

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 like a hedge fund pro 

Stephen Clapham runs Behind the Balance Sheet

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

November 26th, 2020

1:02:34

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

November 23rd, 2020

51:54

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

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

November 19th, 2020

57:49

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

November 16th, 2020

56:38

Matthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform the benchmark (S&P 500) over the long …

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

November 12th, 2020

1:02:09

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

November 9th, 2020

53:05

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

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

November 5th, 2020

1:00:49

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

November 2nd, 2020

57:40

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 Knotel), and managed business development for Zillow (NAS $ZG), RentJuice …

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

October 29th, 2020

1:01:13

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

October 26th, 2020

45:10

Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manages a single investment strategy for clients through separately …

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

October 22nd, 2020

1:03:47


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

October 19th, 2020

46:48

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

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

October 15th, 2020

59:27

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

October 12th, 2020

57:37

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

October 8th, 2020

1:01:16

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

October 5th, 2020

55:58

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

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

October 1st, 2020

1:00:46

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

September 28th, 2020

50:36

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

Value: After Hours S02 E37 Butterflies, Trust, and Ethical Collapse; $NKLA Goes Downhill; $QRTEA

September 24th, 2020

1:03:26

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

September 21st, 2020

1:02:02

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 …

Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value

September 17th, 2020

59:19

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

September 14th, 2020

53:48

Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and …

Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator

September 10th, 2020

1:01:57

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

September 7th, 2020

54:44

Scott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, investing in publicly traded equities  

Twitter:

Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

September 3rd, 2020

1:04:39

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

August 31st, 2020

1:02:07

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

August 27th, 2020

1:02:10

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

August 24th, 2020

57:15

Brian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small …

Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics

August 20th, 2020

52:28

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

August 17th, 2020

46:53

Chris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term …

Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX

August 10th, 2020

1:01:29

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

August 3rd, 2020

53:39

Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager …

Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade Value

July 30th, 2020

1:03:44

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

July 27th, 2020

1:03:00

Nate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at oddballstocks.com.  

Websites:

Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor Personalities

July 23rd, 2020

1:01:54

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

July 20th, 2020

1:00:43

Mike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynamics, and the art of corporate war.  

Website:

Value: After Hours S02 E28: Christensen's How to Measure Your Life, Cheap Banks, Wide Value Spread

July 16th, 2020

1:01:59

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

July 13th, 2020

49:15

Paul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the …

Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?

July 9th, 2020

1:04:14

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

July 6th, 2020

1:09:25

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 Chicago in 1994. Asness was the Teaching Assistant for his dissertation …

Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT

July 2nd, 2020

1:03:57

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

June 29th, 2020

55:10

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 of financial statement analysis, valuation of growth firms, implied …

Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement

June 25th, 2020

51:08

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

June 22nd, 2020

55:04

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 seed-stage tech venture capital fund with $24 million under management …

Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy Gamblers

June 18th, 2020

1:07:44

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

June 15th, 2020

1:11:09

Maj Soueidan is a full-time investor of 30 years.  He co-founded GeoInvesting to bring institutional quality investment research to the individual …

Value: After Hours LIVE S02E23: Don't Call it a Comeback, The Right Size I, Aerospace Decimation

June 11th, 2020

1:05:34

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

June 8th, 2020

1:08:44

John Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment …

Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems

June 4th, 2020

1:03:54

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

June 1st, 2020

57:28

Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global …

Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n' Carry

May 28th, 2020

1:04:10

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

May 25th, 2020

59:21

Moses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and predecessors, has overseen acquisition and renovation of 75 buildings …

Value: After Hours LIVE S02E20: AQR's Is Value Dead, Baumol's Cost Disease, Weird Times

May 21st, 2020

1:07:49

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

May 18th, 2020

1:15:18

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental …

Value: After Hours LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session

May 14th, 2020

1:06:31

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers Podcast

May 11th, 2020

44:57

Will Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company's indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before …

Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a Quant

May 7th, 2020

1:00:56

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers Podcast

May 4th, 2020

54:47

Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Research in 2000. He became editor of Extreme Value in 2002. Dan’s track …

Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill's Story Arc

April 30th, 2020

1:03:20

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Baby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers Podcast

April 27th, 2020

53:48

Brent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting …

Value: After Hours LIVE S02 E16: Warren Buffett's Selling, Sand Pile Criticality, and FWONK / FWONA

April 23rd, 2020

1:01:09

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Berkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers Podcast

April 20th, 2020

45:57

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 profits to diversify into a variety of businesses, which today form …

Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating

April 16th, 2020

1:02:14

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle

April 13th, 2020

53:17

Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented …

Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus

April 9th, 2020

1:03:16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast

April 6th, 2020

53:16

Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans.  

Stephen Clapham runs Behind the Balance Sheet

Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade

April 1st, 2020

1:06:59

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

HY …

Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast

March 30th, 2020

1:04:12

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 grounded in undervalued securities, first as a market maker, then as an …

Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally

March 26th, 2020

1:01:37

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Cam …

Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast

March 23rd, 2020

1:01:22

Dr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018.

Epsilon Theory, Second Foundation’s principal publishing brand, is a …

Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index

March 19th, 2020

55:42

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

ICE …

Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast

March 17th, 2020

40:52

We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants …

Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast

March 16th, 2020

51:29

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 leading venture capital firm in Santa Monica.  Alex is a 2002 graduate …

Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs

March 12th, 2020

47:52

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast

March 9th, 2020

47:53

Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School.  Gramm has spent as much time evaluating CEOs and directors …

Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins

March 5th, 2020

53:42

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

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

March 2nd, 2020

1:02:16

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

February 27th, 2020

58:34

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast

February 24th, 2020

1:22:09

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's …

Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account

February 20th, 2020

47:19

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

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

February 17th, 2020

55:23

Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.   

Prior to joining …

Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

February 13th, 2020

1:14:25

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

February 10th, 2020

59:35

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

February 6th, 2020

52:04

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast

February 3rd, 2020

50:09

Link to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh

Jonathan is President of Boyar’s Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the …

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

January 30th, 2020

57:34

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/

The 47,500% …

Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast

January 27th, 2020

55:23

Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In …

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

January 23rd, 2020

1:01:41

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/

Didier …

Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast

January 20th, 2020

1:31:11

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 millennial daters: The Dating Market: Thesis Overview.   

Dan's firm:

Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion

January 16th, 2020

1:01:17

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/

About Bill: …

Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast

January 13th, 2020

52:44

Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the …

Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast

January 6th, 2020

46:16

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 also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The …

Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions

January 3rd, 2020

1:01:31
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ 

About Bill: …

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

December 31st, 2019

43:27

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 …

Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast

December 29th, 2019

51:09

New Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. 

Articles on New …

O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast

December 25th, 2019

49:23

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

December 22nd, 2019

44:36

YCharts' President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive …

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

December 19th, 2019

56:56

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.

Jake's website: http://www.farnam-street.com/

Jake's podcast:

Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast

December 15th, 2019

57:36

Mark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan Creek Capital Management, an investment management firm that …

After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt

December 12th, 2019

50:14

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.

Jake's website: http://www.farnam-street.com/

Jake's podcast:

Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck

December 5th, 2019

48:55

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.

Jake's website: http://www.farnam-street.com/

Jake's podcast:

Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast

December 2nd, 2019

59:17

BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund.

Twitter: https://twitter.com/BluegrassCap

Carlota Perez:

Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.

November 27th, 2019

59:05

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.

Jake's website: http://www.farnam-street.com/

Jake's podcast:

Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast

November 22nd, 2019

59:12

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

November 15th, 2019

1:04:22

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 …

Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast

November 8th, 2019

49:01

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 first stock at the age of 12. Her first experience managing an …

Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast

November 6th, 2019

1:09:41

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

November 1st, 2019

54:46

Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall …

Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast

October 25th, 2019

1:04:45

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 focused investors, and a member of the exclusive …

Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast

October 18th, 2019

43:20

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 First Vice President at Aletheia Research and Management, Inc, which grew …

Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast

October 11th, 2019

58:35

Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason …

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

October 4th, 2019

1:01:07

Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated sector bets on the …

Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers Podcast

September 27th, 2019

1:05:49

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

September 20th, 2019

40:37

Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management.  He has been involved in all aspects of the firm’s …

Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast

September 13th, 2019

50:10

Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and presses his claims …

Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast

September 6th, 2019

50:20

Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, …

Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast

August 30th, 2019

52:23

Benn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017.

QVR is a boutique …

Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

August 23rd, 2019

1:10:36

Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing.

Ian's websites: https://microcapclub.com/ https://intelligentfanatics.com/

Ian's firm:

Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast

August 16th, 2019

58:00

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment …

Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast

August 9th, 2019

1:01:01

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

August 6th, 2019

11:39

Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short.

Kerrisdale are short shares of …

Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast

August 3rd, 2019

1:06:53

Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value …

Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast

July 26th, 2019

53:44

Tim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks:

Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast

July 19th, 2019

1:10:40

Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/

He is the co-author of "Adaptive Asset Allocation: …

SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast

July 12th, 2019

55:35

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 …

Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast

July 5th, 2019

58:01

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 …

Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast

June 28th, 2019

1:00:16

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) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per …

Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast

June 21st, 2019

57:11

Peter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations.

Peter's firm, Artko Capital, at …

Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast

June 14th, 2019

1:00:03

Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn …

Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast

June 7th, 2019

55:05

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 …

What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast

May 31st, 2019

1:11:09

James P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut:

SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast

May 24th, 2019

57:46

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 

Website: Cove Street Capital

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I've …

Private Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast

May 17th, 2019

57:17

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

May 10th, 2019

1:00:27

Justin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX)

https://www.twitter.com/jjcarbonneau

https://www.validea.com/

Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast

May 3rd, 2019

1:02:35

Jesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities.

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I'm launching a new podcast …

Marvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers Podcast

April 26th, 2019

48:22

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, Marvel and the value of “hidden assets”

Joseph Calandro, Jr., is the …

True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast

April 19th, 2019

1:01:39

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, …

REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast

April 5th, 2019

44:48

Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large …

The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast

March 29th, 2019

57:21

Mark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/)

Mark has developed an investment strategy based on the quantitative analysis of the highest return investments over a 15-year period. Mark …

No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast

March 22nd, 2019

1:02:30

Corey Hoffstein of Newfound Research talks about his "No Pain, No Premium" approach to risk-managed tactical allocation strategies with with Tobias Carlisle on the Acquirers Podcast.

Why Newfound embraces a "risk-first" …

Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle

March 15th, 2019

1:02:54

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 and read it from cover-to-cover in one sitting. He loved it, and …

Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle

February 22nd, 2019

55:41

Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast  

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