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.


Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast
Aug 3 • 54 min
Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managing more than $5 billion in systematic equities for…
Value: After Hours S02 E30 Asimov’s Foundation, $WFC and Buffett’s Miss, and Blackrock’s Call to Fade Value
Jul 30 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at…
Odd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers Podcast
Jul 27 • 63 min
Nate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at oddballstocks.com. Websites: https://www.completebankdata.com/…
Value: After Hours S02 E29 Buffett’s Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
Jul 23 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at…
Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
Jul 20 • 61 min
Mike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynamics, and the art of corporate war. Website: http://www.nongaap.com/about-mike/ Twitter:…
Value: After Hours S02 E28: Christensen’s How to Measure Your Life, Cheap Banks, Wide Value Spread
Jul 16 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at…
Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast
Jul 13 • 50 min
Paul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder of two public companies and CEO and director of another in the technology space. Paul’s firm:…
Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
Jul 9 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at…
Cliff’s Perspective: AQR’s Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast
Jul 6 • 70 min
Cliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the Teaching Assistant for his dissertation adviser, Nobel laureate Eugene Fama…
Value: After Hours LIVE S02E26: Bill’s Robinhood Follow-up, Bernstein’s Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT
Jul 2 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at…
Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers Podcast
Jun 29 • 55 min
Partha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas of financial statement analysis, valuation of growth firms, implied cost of capital and executive…
Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill’s Robinhood Statement
Jun 25 • 51 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Niche Acquirer: Michael Girdley on Dura Software’s hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers Podcast
Jun 22 • 55 min
Michael Girdley is the Chairman of the Board and head of strategy at Dura Software. Previously, Michael was Managing Director of the Geekdom Fund, a seed-stage tech venture capital fund with $24 million under management that has invested in over 50…
Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
Jun 18 • 68 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Micro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers Podcast
Jun 15 • 71 min
Maj Soueidan is a full-time investor of 30 years. He co-founded GeoInvesting to bring institutional quality investment research to the individual investor and help broaden the awareness of the opportunities that exist in the inefficient micro-cap…
Value: After Hours LIVE S02E23: Don’t Call it a Comeback, The Right Size I, Aerospace Decimation
Jun 11 • 66 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Business Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers Podcast
Jun 8 • 69 min
John Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships. Saber invests in undervalued stocks of great…
Value: After Hours LIVE S02E22: It’s Value vs Glamour, $TSLA Tesla Write-Off, Slack in Systems
Jun 4 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers Podcast
Jun 1 • 58 min
Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for…
Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n’ Carry
May 28 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Boutique RE: Moses Kagan’s Adaptive on real estate investing with Tobias Carlisle on The Acquirers Podcast
May 25 • 60 min
Moses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and predecessors, has overseen acquisition and renovation of 75 buildings totaling 542 units. Moses has a BA…
Value: After Hours LIVE S02E20: AQR’s Is Value Dead, Baumol’s Cost Disease, Weird Times
May 21 • 68 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/…
Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers Podcast
May 18 • 76 min
Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At…
Value: After Hours LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
May 14 • 67 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers Podcast
May 11 • 45 min
Will Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company’s indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served…
Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a Quant
May 7 • 61 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers Podcast
May 4 • 55 min
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Research in 2000. He became editor of Extreme Value in 2002. Dan’s track record, candid voice, and deep research…
Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill’s Story Arc
Apr 30 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Baby Buffett: Permanent Equity’s Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers Podcast
Apr 27 • 54 min
Brent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators. Brent sits on the Tandy Leather (TLF) board of directors and is active in Love…
Value: After Hours LIVE S02 E16: Warren Buffett’s Selling, Sand Pile Criticality, and FWONK / FWONA
Apr 23 • 61 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Berkshire.com: How Tiny’s Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers Podcast
Apr 20 • 46 min
Andrew Wilkinson is the co-founder of Tiny. In 2006, Andrew founded MetaLab, one of the world’s top design agencies. After rapid growth, he used the profits to diversify into a variety of businesses, which today form Tiny. He has gone from working out of…
Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating
Apr 16 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
Apr 13 • 54 min
Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented approach that Titan uses today. He graduated from The Wharton School / University of Pennsylvania. Titan:…
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
Apr 9 • 64 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
Apr 6 • 54 min
Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans. Stephen Clapham runs Behind the Balance Sheet https://www.behindthebalancesheet.com/ Stephen’s Twitter account:…
Value: After Hours S02 E13: Mauboussin’s BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias’s Value Portfolio Gets An Upgrade
Apr 1 • 67 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ HY Index:…
Long Term: Tweedy Browne, from Benjamin Graham’s broker to value icon with Tobias Carlisle on The Acquirers Podcast
Mar 30 • 64 min
Tweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm’s 100-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor. The…
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
Mar 26 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Cam Harvey’s Yield Curve Inversion:…
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
Mar 23 • 62 min
Dr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines…
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
Mar 19 • 56 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ ICE BofA US High Yield Index…
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
Mar 17 • 41 min
We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants are as follows: Ariel Barbouth is the founder of Nuchas, the Evolution of Hand-Held Foods. Born and raised…
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
Mar 16 • 52 min
Alex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in Santa Monica. Alex is a 2002 graduate of Harvard University. Alex’s website:…
Value: After Hours S02 E10: Ben Franklin’s Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
Mar 12 • 48 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
Mar 9 • 48 min
Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and directors as he has trying to understand and value businesses. He has seen public companies that are poorly run, and…
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
Mar 5 • 54 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast
Mar 2 • 63 min
Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel,…
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
Feb 27 • 59 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
Feb 24 • 82 min
Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio Buy the book: https://amzn.to/2Pb43d5 Mark’s Website: http://excellentinvesting.org/ Mark’s Twitter: https://twitter.com/DangerCapital ABOUT THE PODCAST…
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon’s Capital Account
Feb 20 • 48 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
Feb 17 • 56 min
Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland. Prior to joining Calibrium AG in 2014, Dylan was a part of…
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
Feb 13 • 75 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital…
Equity Momo: Newfound’s Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
Feb 10 • 60 min
Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. Newfound/ReSolve Robust Equity Momentum Index…
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard’s Constellation CSU.TO Acquisition Strategy and Terry Smith’s Fundsmith letter
Feb 6 • 52 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Constellation Software’s Mark Leonard’s…
Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast
Feb 3 • 50 min
Link to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh Jonathan is President of Boyar’s Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds,…
Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate
Jan 30 • 58 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ The 47,500% Return: Meet The Billionaire Family…
Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast
Jan 27 • 56 min
Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds.…
Value: After Hours S02 E03: Neil Peart’s Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller’s IAC growth-through-acquisition strategy
Jan 23 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Didier Sornette’s TED Talk on predicting financial…
Supermugatu: Tyro’s Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast
Jan 20 • 91 min
Daniel McMurtrie, better known as FinTwit’s @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market: Thesis Overview. Dan’s firm: https://www.tyropartners.com/ Dan’s…
Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran’s Market Delusion
Jan 16 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a…
Transition Companies: Arquitos’s Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast
Jan 13 • 53 min
Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the controlling shareholders in Enterprise…
Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast
Jan 6 • 47 min
Gregory Zuckerman is a “Special Writer” at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9. He is also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The Frackers. Greg’s Twitter:…
Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall’s Tweetstorm and New Year’s Resolutions
Jan 3 • 62 min
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a…
Value Zone: Zona Value’s Ivan Garcia talks value investing with the Acquirer’s Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast
Dec 31, 2019 • 44 min
Jose Ivan Garcia of Spain’s Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and European universe. Zona Value’s website: https://zonavalue.com/ Zona Value…
Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast
Dec 29, 2019 • 51 min
New Constructs’ CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Constructs: Institutional Investor Beware Footnote Mischief:…
Value: After Hours S01 E05: $NFLX’s $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special
Dec 26, 2019 • 57 min
About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment.…
O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast
Dec 25, 2019 • 50 min
Tim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business development, relationship management, financial planning, portfolio construction, and wealth management.…
Why Charts? YCharts’ CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast
Dec 22, 2019 • 45 min
YCharts’ President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive markets. YCharts.com Sean at Y Charts: https://get.ycharts.com/leadership/ Sean on LInkedIn:…
After Hours S01 E04: Verdad’s The Way The World Should Work, Tweedy Brown’s What Works in Investing, and the $RH long/short battleground
Dec 19, 2019 • 57 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:…
Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast
Dec 15, 2019 • 58 min
Mark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan Creek Capital Management, an investment management firm that advises pension funds, endowments and…
After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a “T” of US Corporate Debt
Dec 12, 2019 • 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, 2019 • 76 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, 2019 • 49 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, 2019 • 60 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, 2019 • 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, 2019 • 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, 2019 • 65 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, 2019 • 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, 2019 • 70 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, 2019 • 55 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, 2019 • 65 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, 2019 • 44 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, 2019 • 59 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, 2019 • 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, 2019 • 66 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, 2019 • 41 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, 2019 • 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, 2019 • 51 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, 2019 • 53 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, 2019 • 71 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, 2019 • 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, 2019 • 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, 2019 • 12 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, 2019 • 67 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, 2019 • 54 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, 2019 • 71 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, 2019 • 56 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, 2019 • 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, 2019 • 61 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$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left…
Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers Podcast
Jun 21, 2019 • 57 min
Peter “Russian Bear” Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations. Peter’s firm, Artko Capital, at Harvest:…
Brewster’s Millions: William “Bill” Brewster talks business analysis to Tobias Carlisle on The Acquirers Podcast
Jun 14, 2019 • 60 min
Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a…
Freedom Weight: Life+Liberty Index’s Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers Podcast
Jun 7, 2019 • 55 min
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($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, 2019 • 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, 2019 • 58 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, 2019 • 58 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, 2019 • 61 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, 2019 • 63 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, 2019 • 49 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, 2019 • 62 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, 2019 • 55 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, 2019 • 45 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, 2019 • 58 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, 2019 • 63 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, 2019 • 63 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, 2019 • 56 min
Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast https://acquirersmultiple.com/podcast