The Acquirers Podcast
A podcast by Tobias Carlisle - Mondays
366 Episodes
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Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
Published: 1/15/2024 -
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
Published: 1/1/2024 -
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
Published: 12/25/2023 -
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
Published: 12/18/2023 -
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
Published: 12/11/2023 -
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
Published: 12/4/2023 -
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
Published: 11/27/2023 -
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
Published: 11/20/2023 -
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
Published: 11/13/2023 -
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
Published: 11/6/2023 -
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value
Published: 10/30/2023 -
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit
Published: 10/23/2023 -
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread
Published: 10/16/2023 -
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves
Published: 10/9/2023 -
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
Published: 9/25/2023 -
Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
Published: 9/11/2023 -
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings
Published: 9/4/2023 -
Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
Published: 8/28/2023 -
Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper
Published: 8/21/2023 -
Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity
Published: 8/7/2023
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.