Cover art for podcast The Acquirers Podcast

The Acquirers Podcast

107 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.

107 Episodes | 2019 - 2020

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

July 9th, 2020

1:04:59

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

1:10:10

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

1:04:42

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

55:54

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

51:52

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

55:49

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

1:08:28

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

1:11:53

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

1:06:18

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

1:09:29

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

1:04:39

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

Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast

June 1st, 2020

58:12

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

1:04:54

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

1:00:05

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

1:08:34

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

1:16:03

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

1:07:15

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

45:41

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

1:01:40

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

55:31

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

1:04:04

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/ 

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

April 27th, 2020

54:33

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

1:01:53

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

46:42

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

1:02:59

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/ 

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

April 13th, 2020

54:02

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

1:04:00

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

54:01

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

1:07:43

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

1:04:56

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

1:02:21

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

1:02:07

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

56:26

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

41:37

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

52:14

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

48:36

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

48:37

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

54:27

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

1:03:00

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

59:18

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

1:22:54

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

48:04

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/ 

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

56:08

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

1:15:10

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

1:00:20

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

52:48

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

50:53

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

58:18

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

56:08

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

1:02:26

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

1:31:56

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

1:02:02

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

53:28

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

47:00

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

1:02:15
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

44:11

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

51:53

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

50:08

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

45:20

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

57:41

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

58:20

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

50:58

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

49:40

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

1:00:02

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

59:49

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

59:56

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

1:05:06

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

49:45

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

1:10:26

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

55:31

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

1:05:30

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

44:04

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

59:19

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

1:01:52

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

1:06:33

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

41:21

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

50:55

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

51:05

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

53:07

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

1:11:21

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

58:44

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

1:01:45

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

12:24

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

1:07:37

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

54:28

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

1:11:25

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

56:19

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

58:46

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

1:01:01

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

57:55

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

1:00:47

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

55:49

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

1:11:54

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

58:30

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

58:01

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

1:01:11

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

1:03:20

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

49:07

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

1:02:24

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

45:33

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

58:06

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

1:03:14

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

1:03:38

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

56:25

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

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