The Acquirers Podcast
A podcast by Tobias Carlisle - Mondays
366 Episodes
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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown
Published: 3/6/2023 -
Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation
Published: 2/27/2023 -
Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?
Published: 2/20/2023 -
Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings
Published: 2/13/2023 -
Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research
Published: 2/6/2023 -
Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs
Published: 1/30/2023 -
Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion
Published: 1/23/2023 -
Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions
Published: 1/16/2023 -
Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot
Published: 12/12/2022 -
Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO
Published: 12/5/2022 -
Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
Published: 11/28/2022 -
Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism
Published: 11/21/2022 -
Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes
Published: 11/14/2022 -
Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
Published: 11/7/2022 -
Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers
Published: 10/31/2022 -
Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future
Published: 10/24/2022 -
Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed
Published: 10/17/2022 -
Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective
Published: 10/10/2022 -
Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin
Published: 10/3/2022 -
Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes
Published: 9/26/2022
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.