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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 28
- Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers PodcastJose Ivan Garcia of Spain's Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and…
- Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers PodcastNew Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Constructs: NewConstructs.com
- Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday SpecialAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers PodcastTim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business development, relationship…
- Why Charts? YCharts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers PodcastYCharts' President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive markets. YCharts.com
- After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battlegroundAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers PodcastMark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan Creek Capital…
- After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate DebtAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers PodcastVitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in Range-Bound Markets…
- Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA TruckAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers PodcastBluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund.
- Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers PodcastSean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established,…
- Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers PodcastMarcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and consumer products. More…
- Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers PodcastRashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her first stock at the age of 12.…