The Acquirers Podcast
A podcast by Tobias Carlisle - Luni
Categories:
373 Episoade
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Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers
Publicat: 13.12.2021 -
Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
Publicat: 06.12.2021 -
100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck
Publicat: 29.11.2021 -
Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto
Publicat: 22.11.2021 -
Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value
Publicat: 15.11.2021 -
Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework
Publicat: 08.11.2021 -
Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse
Publicat: 01.11.2021 -
Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei
Publicat: 25.10.2021 -
Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA
Publicat: 18.10.2021 -
Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales
Publicat: 11.10.2021 -
Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias
Publicat: 04.10.2021 -
Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.
Publicat: 30.09.2021 -
LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast
Publicat: 27.09.2021 -
Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice
Publicat: 23.09.2021 -
Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast
Publicat: 20.09.2021 -
Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call
Publicat: 16.09.2021 -
Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast
Publicat: 13.09.2021 -
Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday
Publicat: 09.09.2021 -
Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast
Publicat: 06.09.2021 -
Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains
Publicat: 02.09.2021
This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.