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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 13
- Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFOAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the WorldAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG ActivismAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and CrashesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the FedAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace LayersAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's FutureAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the FedAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN RetrospectiveAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on MarginAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer FakesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are DueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return PathsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest RatesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG