Summary In this episode of The Acquirer’s Podcast Tobias chats with Sahm Adrangi of Kerrisdale Capital. Kerrisdale are well known for their activist shorts, short-selling, and event-driven special situation investing, characterized by deep research, and some great research reports which they very generously share with the market. Sahm provided some … Read More
(Ep.24) The Acquirers Podcast: Daniel Grioli – Market Fox, Liquid Alternatives, Investment Strategies
Summary In this episode of The Acquirer’s Podcast Tobias chats with Daniel Grioli, the Managing Partner at Guisgard Capital. Daniel constructs his portfolios using the best ideas of a group of carefully selected fund managers. He distills the portfolios of up to twenty mutual funds, investment advisors and hedge funds investing … Read More
(Ep.23) The Acquirers Podcast: Eddy Elfenbein – Buy List, Fundamentally Sound, High Earnings Quality
Summary In this episode of The Acquirer’s Podcast Tobias chats with Eddy Elfenbein. He is proprietor of the popular investing blog Crossing Wall Street Blog, and he’s also the portfolio manager for the CWS ETF. During the interview Eddy provided some great insights into: – How To Construct A Buy List – … Read More
Tobias Carlisle: Thinking Like An Acquirer (Podcast)
Here’s a great interview with our Commander-in-Chief here at The Acquirer’s Multiple Tobias Carlisle speaking to Corey Hoffstein at Flirting With Models: This episode I chat with Toby Carlisle, a managing member at Carbon Beach Asset Management and author of popular value investing books such as Deep Value and The … Read More