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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 12
- Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% RuleAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and RecessionAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of ValueAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve InversionAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on MilankovitchAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and CreditAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing SlowdownAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflationAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?About Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft LandingsAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's ResearchAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech LayoffsAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 InversionAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make PredictionsAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home DepotAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG