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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 25
- Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in SystemsAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers PodcastNicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis.…
- Value: After Hours LIVE S02E21: Is Value a Value Trap,The Winchester Mystery House, Cash n' CarryAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Boutique RE: Moses Kagan's Adaptive on real estate investing with Tobias Carlisle on The Acquirers PodcastMoses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and predecessors, has overseen…
- Value: After Hours LIVE S02E20: AQR's Is Value Dead, Baumol's Cost Disease, Weird TimesAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Tulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers PodcastChristopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience…
- Value: After Hours LIVE S02 E19: Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull SessionAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- eSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers PodcastWill Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company's indexing, research, and product development efforts, in addition to firm-level…
- Value: After Hours LIVE S02 E18: HOLD! Investing from First Principles, When Buffett Was a QuantAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Extreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers PodcastDan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Research in 2000. He became editor…
- Value: After Hours LIVE S02 E17: OIL! The Grid and Complex-Adaptive Systems, Bill's Story ArcAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Baby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers PodcastBrent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators. Brent…
- Value: After Hours LIVE S02 E16: Warren Buffett's Selling, Sand Pile Criticality, and FWONK / FWONAAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Berkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers PodcastAndrew Wilkinson is the co-founder of Tiny. In 2006, Andrew founded MetaLab, one of the world's top design agencies. After rapid growth, he used the profits to diversify into a…
- Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: IteratingAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.