The Acquirers Podcast

367 Episodes

1. Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

   Published: 26/09/2022
2. Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;

   Published: 12/09/2022
3. Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due

   Published: 5/09/2022
4. Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths

   Published: 29/08/2022
5. Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates

   Published: 22/08/2022
6. Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

   Published: 15/08/2022
7. Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer

   Published: 1/08/2022
8. Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence

   Published: 25/07/2022
9. Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY

   Published: 18/07/2022
10. Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY

    Published: 4/07/2022
11. Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;

    Published: 27/06/2022
12. Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

    Published: 20/06/2022
13. Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

    Published: 13/06/2022
14. Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities

    Published: 6/06/2022
15. Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?

    Published: 30/05/2022
16. Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine

    Published: 16/05/2022
17. Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha

    Published: 9/05/2022
18. Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy

    Published: 25/04/2022
19. Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock

    Published: 18/04/2022
20. Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science

    Published: 11/04/2022