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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 9
- Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock marketAbout Jake
- Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacksAbout Jake
- Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & ChinaAbout Jake
- Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBSAbout Jake
- Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's TrapAbout Jake
- Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and MLAbout Jake
- Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's FableAbout Jake
- Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentrationAbout Jake
- Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momoAbout Jake
- Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and JapanAbout Jake
- Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFHAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron BaronAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errorsAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTCAbout Jake: Jake is a partner at Farnam Street.
- Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the FedAbout Jake: Jake is a partner at Farnam Street.