The Acquirers Podcast

373 Episoade

1. Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast

   Publicat: 16.03.2020
2. Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs

   Publicat: 12.03.2020
3. Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast

   Publicat: 09.03.2020
4. Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins

   Publicat: 05.03.2020
5. 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 Podcast

   Publicat: 02.03.2020
6. Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience

   Publicat: 27.02.2020
7. Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast

   Publicat: 24.02.2020
8. Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account

   Publicat: 20.02.2020
9. Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast

   Publicat: 17.02.2020
10. Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

    Publicat: 13.02.2020
11. Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

    Publicat: 10.02.2020
12. Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter

    Publicat: 06.02.2020
13. Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast

    Publicat: 03.02.2020
14. Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate

    Publicat: 30.01.2020
15. Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast

    Publicat: 27.01.2020
16. Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy

    Publicat: 23.01.2020
17. Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast

    Publicat: 20.01.2020
18. Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion

    Publicat: 16.01.2020
19. Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast

    Publicat: 13.01.2020
20. Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast

    Publicat: 06.01.2020