The Acquirers Podcast
A podcast by Tobias Carlisle - Mondays
366 Episodes
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Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value
Published: 5/29/2024 -
Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth
Published: 5/22/2024 -
Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey
Published: 5/20/2024 -
Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham
Published: 5/8/2024 -
Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat
Published: 5/6/2024 -
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility
Published: 4/29/2024 -
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return
Published: 4/22/2024 -
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks
Published: 4/15/2024 -
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA
Published: 4/8/2024 -
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market
Published: 4/1/2024 -
Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
Published: 3/27/2024 -
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
Published: 3/19/2024 -
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
Published: 3/11/2024 -
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
Published: 3/4/2024 -
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
Published: 2/26/2024 -
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
Published: 2/19/2024 -
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
Published: 2/13/2024 -
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
Published: 2/5/2024 -
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
Published: 1/29/2024 -
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
Published: 1/22/2024
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.