The Acquirers Podcast

366 Episodes

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

   Published: 2/20/2020
2. 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

   Published: 2/17/2020
3. Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

   Published: 2/13/2020
4. Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

   Published: 2/10/2020
5. Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter

   Published: 2/6/2020
6. Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast

   Published: 2/3/2020
7. 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

   Published: 1/30/2020
8. Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast

   Published: 1/27/2020
9. 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

   Published: 1/23/2020
10. Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast

    Published: 1/20/2020
11. Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion

    Published: 1/16/2020
12. Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast

    Published: 1/13/2020
13. Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast

    Published: 1/6/2020
14. Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions

    Published: 1/3/2020
15. 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

    Published: 12/31/2019
16. Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast

    Published: 12/29/2019
17. Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special

    Published: 12/26/2019
18. O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast

    Published: 12/25/2019
19. Why Charts? Y Charts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast

    Published: 12/22/2019
20. 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

    Published: 12/19/2019