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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 26
- Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias CarlisleClayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented approach that Titan uses today.…
- Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus ConsensusAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers PodcastStephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans.
- Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An UpgradeAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers PodcastTweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm's 100-year history is grounded in undervalued…
- Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping LocallyAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers PodcastDr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second…
- Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield IndexAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers PodcastWe host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants are as follows: Ariel Barbouth…
- Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers PodcastAlex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in…
- Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAsAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers PodcastJeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and directors as he has trying to understand…
- Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sinsAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers PodcastMichael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an…
- Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO ExperienceAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.