The Acquirers Podcast

366 Episodes

1. Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts

   Published: 3/28/2022
2. Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment

   Published: 3/21/2022
3. Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War

   Published: 3/14/2022
4. Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway

   Published: 3/7/2022
5. Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels

   Published: 2/28/2022
6. Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop

   Published: 2/21/2022
7. Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen

   Published: 2/14/2022
8. Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update

   Published: 2/7/2022
9. Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX

   Published: 1/31/2022
10. Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window

    Published: 1/24/2022
11. Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson

    Published: 1/17/2022
12. Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies

    Published: 1/10/2022
13. Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces

    Published: 12/20/2021
14. Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers

    Published: 12/13/2021
15. Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol

    Published: 12/6/2021
16. 100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

    Published: 11/29/2021
17. Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto

    Published: 11/22/2021
18. Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value

    Published: 11/15/2021
19. Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework

    Published: 11/8/2021
20. Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse

    Published: 11/1/2021