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The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
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Episodes, page 10
- Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACEAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs GrowthAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and propertyAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No WorriesAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investingAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant MillsAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and valueAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and RedditAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value SpreadAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield CurvesAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^nAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and MaintenanceAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's DarlingsAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and BondsAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's WhitepaperAbout Jake: Jake is a partner at Farnam Street.