The Acquirers Podcast

337 Episodes

1. Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

   Published: 11/6/2023
2. Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

   Published: 10/30/2023
3. Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

   Published: 10/23/2023
4. Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

   Published: 10/16/2023
5. Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

   Published: 10/9/2023
6. Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

   Published: 9/25/2023
7. Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

   Published: 9/11/2023
8. Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

   Published: 9/4/2023
9. Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

   Published: 8/28/2023
10. Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

    Published: 8/21/2023
11. Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

    Published: 8/7/2023
12. Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

    Published: 7/31/2023
13. Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

    Published: 7/24/2023
14. Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

    Published: 7/17/2023
15. Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

    Published: 7/3/2023
16. Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital

    Published: 6/26/2023
17. Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

    Published: 6/19/2023
18. Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

    Published: 6/12/2023
19. Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market

    Published: 6/5/2023
20. Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

    Published: 5/29/2023