The Acquirers Podcast

A podcast by Tobias Carlisle - Mondays

Mondays

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367 Episodes

  1. Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH

    Published: 22/01/2024
  2. Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron

    Published: 15/01/2024
  3. Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

    Published: 1/01/2024
  4. Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC

    Published: 25/12/2023
  5. Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

    Published: 18/12/2023
  6. Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE

    Published: 11/12/2023
  7. Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth

    Published: 4/12/2023
  8. Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property

    Published: 27/11/2023
  9. Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries

    Published: 20/11/2023
  10. Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

    Published: 13/11/2023
  11. Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

    Published: 6/11/2023
  12. Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

    Published: 30/10/2023
  13. Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

    Published: 23/10/2023
  14. Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

    Published: 16/10/2023
  15. Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

    Published: 9/10/2023
  16. Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

    Published: 25/09/2023
  17. Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

    Published: 11/09/2023
  18. Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

    Published: 4/09/2023
  19. Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

    Published: 28/08/2023
  20. Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

    Published: 21/08/2023

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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.

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