The Acquirers Podcast

The Acquirers Podcast

acquirersmultiple.com
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.


After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a “T” of US Corporate Debt
Dec 12 • 50 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake’s website: http://www.farnam-street.com/ Jake’s podcast: https://twitter.com/5_GQs Jake’s Twitter:…
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast
Dec 8 • 75 min
Vitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in Range-Bound Markets (Wiley Finance) and The Little Book of Sideways Markets: How to Make Money in…
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG’s Genius, Quarate’s debt, and the $TSLA Truck
Dec 5 • 48 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake’s website: http://www.farnam-street.com/ Jake’s podcast: https://twitter.com/5_GQs Jake’s Twitter:…
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
Dec 2 • 59 min
BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund. Twitter: https://twitter.com/BluegrassCap Carlota Perez: http://reactionwheel.net/2015/10/the-deployment-age.html Bluegrass’s 13F screen:…
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
Nov 27 • 59 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake’s website: http://www.farnam-street.com/ Jake’s podcast: https://twitter.com/5_GQs Jake’s Twitter:…
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
Nov 22 • 59 min
Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant growth opportunities and competitive advantages that…
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
Nov 15 • 64 min
Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and consumer products. More recently, he led the acquisition and financing of commercial and residential real…
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
Nov 8 • 49 min
Rashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father’s export business at the age of 10, and bought her first stock at the age of 12. Her first experience managing an investment portfolio was at the age of 17,…
Acquirers Funds: Tobias Carlisle chats the acquirer’s multiple and deep value with Ian Cassel on The Acquirers Podcast
Nov 6 • 69 min
Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-time microcap investor and CIO of Intelligent Fanatics…
Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast
Nov 1 • 54 min
Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm’s overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development…
Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast
Oct 25 • 64 min
Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a member of the exclusive ValueInvestorsClub.com. He has successfully managed a…
Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast
Oct 18 • 43 min
Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC. Prior to joining Old West, Joe spent five years as First Vice President at Aletheia Research and Management, Inc, which grew from $300 million in assets under…
Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast
Oct 11 • 58 min
Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. He is also the…
Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast
Oct 4 • 61 min
Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated sector bets on the performance of value, small and…
Reformed Broker: Josh Brown talks Wall Street’s backstage with Tobias Carlisle on The Acquirers Podcast
Sep 27 • 65 min
Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He is the author of the book Backstage Wall Street, (McGraw-Hill, 2012). Josh…
Activist Shorts: Kerrisdale’s Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers Podcast
Sep 20 • 40 min
Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s development since its founding in 2009. Adrangi launched the company with under $1 million and the firm currently…
Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers Podcast
Sep 13 • 50 min
Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and presses his claims through activism, receivership and…
Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers Podcast
Sep 6 • 50 min
Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a graduate from Seton Hall University, and a 2004 Olympic Trials qualifier in track…
Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers Podcast
Aug 30 • 52 min
Benn Eifert co-founded QVR — Quantitative Volatility Research — with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC-registered investment advisor managing quantitatively-driven, options-and volatility-focused strategies…
Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast
Aug 23 • 70 min
Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian’s websites: https://microcapclub.com/ https://intelligentfanatics.com/ Ian’s firm: https://if.capital/ Ian’s book:…
Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast
Aug 16 • 58 min
Daniel Grioli gives an allocator’s view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan’s website: guiscardcapital.com.au Dan’s Twitter: https://twitter.com/market_fox ABOUT THE…
Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast
Aug 9 • 61 min
Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and hold shares of outstanding companies. His blog is…
Short iRhythm $IRTC: Kerrisdale’s Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast
Aug 6 • 11 min
Kerrisdale’s Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale’s iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company trading at over 15x sales despite facing multiple…
Known Risks: Zach Abraham talks “known-known” risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast
Aug 3 • 66 min
Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and bonds. His firm: https://bulwarkcapitalmgmt.com/ His…
Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
Jul 26 • 53 min
Tim Melvin has more than 30 years’ of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks: https://marketfy.com/item/banking-on-profit/ . Before…
Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
Jul 19 • 70 min
Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/ He is the co-author of “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad:” https://amzn.to/2JMlDkl Adam’s work is…
SuperDogs: Cannon Asset Managers’ Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast
Jul 12 • 55 min
Dr Adrian Saville is the founder and chief executive of South Africa’s Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gordon Institute of Business Science, University of…
Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast
Jul 5 • 58 min
Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing. Eric’s firm:…
Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers Podcast
Jun 28 • 60 min
Peter Morgan is one of Australia’s most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left…
Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast
Jun 21 • 57 min
Peter “Russian Bear” Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations. Peter’s firm, Artko Capital, at Harvest:…
Brewster’s Millions: William “Bill” Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast
Jun 14 • 60 min
Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a…
Freedom Weight: Life+Liberty Index’s Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast
Jun 7 • 55 min
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM). Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to…
What Works: Investor, Entrepreneur and Author Jim O’Shaughnessy talks to Tobias Carlisle on The Acquirers Podcast
May 31 • 71 min
James P. O’Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O’Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut: https://osam.com/ Jim published his first book…
SMID Value: Cove Street’s Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast
May 24 • 57 min
Cove Street’s Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks Website: Cove Street Capital ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched a new podcast called The…
Private Equity in Public Markets: Verdad’s Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast
May 17 • 57 min
Verdad’s Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, levered, small-cap stocks. Verdad’s website: http://verdadcap.com/ Dan’s twitter handle:…
Guru Stocks: Validea’s Justin Carbonneau talks about replicating guru value investors’ strategies to Tobias Carlisle of The Acquirers Podcast
May 10 • 60 min
Justin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX) https://www.twitter.com/jjcarbonneau https://www.validea.com/ https://www.valideacapital.com/…
Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast
May 3 • 62 min
Jesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities. ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’m launching a new podcast called The Acquirers Podcast. The podcast…
Marvel’s Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers Podcast
Apr 26 • 48 min
Joseph Calandro Jr, of Applied Value Investing, chats to Tobias Carlisle on the Acquirers Podcast about Joe’s new paper, “M&A deal-making: Disney, Marvel and the value of “hidden assets” Joseph Calandro, Jr., is the Managing Director of a global…
True Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers Podcast
Apr 19 • 61 min
Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed…
Big Mistakes: Michael Batnick, RWS’s Director of Research chats to Tobias Carlisle on the Acquirers Podcast
Apr 12 • 54 min
Michael Batnick, RWS’s Director of Research chats to Tobias Carlisle on The Acquirers Podcast about his new book, Big Mistakes: The Best Investors and Their Worst Investments (Bloomberg). ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’m launching a new…
REVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers Podcast
Apr 5 • 44 min
Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large Cap ETF (RVRS) ABOUT THE PODCAST Hi,…
The Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers Podcast
Mar 29 • 57 min
Mark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/) Mark has developed an investment strategy based on the quantitative analysis of the highest return investments over a 15-year period. Mark combines quantitative analysis and…
No Pain, No Premium: Corey Hoffstein of Newfound Research with Tobias Carlisle on the Acquirers Podcast
Mar 22 • 62 min
Corey Hoffstein of Newfound Research talks about his “No Pain, No Premium” approach to risk-managed tactical allocation strategies with with Tobias Carlisle on the Acquirers Podcast. Why Newfound embraces a “risk-first” approach to investing. The problems…
Charlie Munger and The Rebel Allocator: Jacob “Jake” Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle
Mar 15 • 62 min
Jacob “Jake” Taylor wrote a great book about value investing and sent it to Charlie Munger never thinking he’d actually read it. Charlie picked it up and read it from cover-to-cover in one sitting. He loved it, and called Jake to talk about making it into…
Volatility and Crisis Alpha: Chris Cole of Artemis on the Acquirers Podcast with Tobias Carlisle
Feb 21 • 55 min
Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast https://acquirersmultiple.com/podcast