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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 30
- Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers PodcastZach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and…
- Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
- Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
- SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers PodcastDr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance…
- Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers PodcastEric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap…
- Aussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers PodcastPeter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13…
- Russian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers PodcastPeter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special…
- Brewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers PodcastBill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola…
- Freedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers PodcastPerth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM). Perth was…
- What Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers PodcastJim published his first book Invest Like the Best in 1994, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the…
- SMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers PodcastCove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks Website: Cove Street Capital
- Private Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers PodcastVerdad's Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, levered, small-cap stocks.
- Guru Stocks: Validea's Justin Carbonneau talks about replicating guru value investors' strategies to Tobias Carlisle of The Acquirers PodcastJustin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX)
- Bear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers Podcast
- Marvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers PodcastJoseph Calandro Jr, of Applied Value Investing, chats to Tobias Carlisle on the Acquirers Podcast about Joe's new paper, "M&A deal-making: Disney, Marvel and the value of “hidden…