The Acquirers Podcast

367 Episodes

1. Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy

   Published: 5/06/2024
2. Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value

   Published: 29/05/2024
3. Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth

   Published: 22/05/2024
4. Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey

   Published: 20/05/2024
5. Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham

   Published: 8/05/2024
6. Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat

   Published: 6/05/2024
7. Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility

   Published: 29/04/2024
8. Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

   Published: 22/04/2024
9. Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks

   Published: 15/04/2024
10. Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA

    Published: 8/04/2024
11. Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

    Published: 1/04/2024
12. Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

    Published: 27/03/2024
13. Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

    Published: 19/03/2024
14. Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS

    Published: 11/03/2024
15. Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap

    Published: 4/03/2024
16. Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML

    Published: 26/02/2024
17. Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable

    Published: 19/02/2024
18. Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

    Published: 13/02/2024
19. Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo

    Published: 5/02/2024
20. Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

    Published: 29/01/2024