The Acquirers Podcast

343 Episodes

1. Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

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

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

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

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

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

   Published: 5/29/2023
7. Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

   Published: 5/22/2023
8. Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

   Published: 5/15/2023
9. Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries

   Published: 5/8/2023
10. Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

    Published: 5/1/2023
11. Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

    Published: 4/24/2023
12. Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

    Published: 4/17/2023
13. Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

    Published: 4/10/2023
14. Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

    Published: 4/3/2023
15. Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion

    Published: 3/27/2023
16. Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch

    Published: 3/20/2023
17. Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

    Published: 3/13/2023
18. Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

    Published: 3/6/2023
19. Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

    Published: 2/27/2023
20. Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?

    Published: 2/20/2023