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PODCAST

The Acquirers Podcast

Tobias Carlisle

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.

business investing

All Episodes

01:00:38

Value After Hours 05 19: John Rotonti on the $30...

The Acquirers Podcast ·

2023/05/22

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ John L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from the University of Richmond and received an MBA from the Tulane Freeman School of Business, where he graduated as a

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01:02:36

Value After Hours 05 18: Michael Kao, Urban Kaoboy;...

The Acquirers Podcast ·

2023/05/15

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Michael Kao founded Akanthos Capital. His substack is an outlet for him to publish my research on individual companies. https://www.urbankaoboy.com/ Twitter: https://twitter.com/UrbanKaoboy About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's

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01:00:33

Value After Hours 05 17: Value Stock Geek on Deep...

The Acquirers Podcast ·

2023/05/08

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Value Stock Geek is a do-it-yourself value investor who researches companies and invests in his spare time. His substack is an outlet for him to publish my research on individual companies. https://www.securityanalysis.org/ Twitter: @valuestockgeek About Jake: Journalytic Jake is a partner at

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01:11:09

Value After Hours S05 E16: Cam Harvey on 10-3...

The Acquirers Podcast ·

2023/05/01

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts Twitter: @camharvey About Jake: Journalytic Jake is a partner at Farnam Street:

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01:01:55

Value After Hours S05 E15: Buffet's Japan Carry...

The Acquirers Podcast ·

2023/04/24

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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01:01:06

Value After Hours S05 E14: John Huber, State of US...

The Acquirers Podcast ·

2023/04/17

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ John Huber is the Managing Partner of Saber Capital Management, LLC.: https://sabercapitalmgt.com/about/ Twitter: https://twitter.com/johnhuber72 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's

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01:00:12

Value After Hours S05 E13: Matthew Cochrane, History...

The Acquirers Podcast ·

2023/04/10

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Matthew Cochrane is a lead advisor for 7investing.: https://7investing.com/ Twitter: https://twitter.com/Matt_Cochrane7 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter:

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01:02:35

Value After Hours S05 E12 Christopher Bloomstran,...

The Acquirers Podcast ·

2023/04/03

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Christopher P. Bloomstran, CFA, is the President and Chief Investment Officer of Semper Augustus Investments Group LLC.: https://www.semperaugustus.com/ Twitter: https://twitter.com/ChrisBloomstran About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's

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01:02:04

Value After Hours S05 E11 Behavioral Errors, The Art...

The Acquirers Podcast ·

2023/03/27

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Drew Dickson runs Albert Bridge Capital: https://www.albertbridgecapital.com/drews-viewTwitter: https://twitter.com/AlbertBridgeCap About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter:

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00:59:56

Value After Hours S05 E10 Special Silicon Valley Bank...

The Acquirers Podcast ·

2023/03/20

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Tim Travis runs https://www.ttvalueinvesting.com/tim-travis/ and https://twitter.com/ttcapitalmgmt?lang=en About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book:

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01:02:11

Value After Hours S05 E09: Stock Market and Real...

The Acquirers Podcast ·

2023/03/13

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Porter and Vinny run Seawolf Capital https://twitter.com/Seawolfcap and https://twitter.com/VD718 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The

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01:00:35

Value After Hours S05 E08: Bumper Buffett Berkshire...

The Acquirers Podcast ·

2023/03/06

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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00:59:53

Value After Hours S05 E07: Resi Real Estate...

The Acquirers Podcast ·

2023/02/27

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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00:57:48

Value After Hours S05 E06: Parkinson's Law, Value...

The Acquirers Podcast ·

2023/02/20

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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00:59:25

Value After Hours S05 E05: Value Spread Wide, Forward...

The Acquirers Podcast ·

2023/02/13

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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01:01:12

Value After Hours S05 E04: Value Beaten in January,...

The Acquirers Podcast ·

2023/02/06

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

en

01:00:03

Value After Hour: S05 E03 3-10 Prophecy Fulfilled,...

The Acquirers Podcast ·

2023/01/30

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

en

01:00:08

Value After Hours S05 E02: 2022 Year in Review, The...

The Acquirers Podcast ·

2023/01/23

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

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01:01:00

Value After Hours S05 E1: 2023 Predictions, Market...

The Acquirers Podcast ·

2023/01/16

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a

en

01:01:36

Value After Hours S04 E44: Small Value, 10-3 Steepest...

The Acquirers Podcast ·

2022/12/12

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/ Alex Morris runs The Science of Hitting: https://thescienceofhitting.com/Alex's Twitter: https://twitter.com/TSOH_Investing About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter:

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