The Acquirers Podcast
Un podcast de Tobias Carlisle - Les lundis
Catégories:
362 Épisodes
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Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
Publié: 13/04/2020 -
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
Publié: 09/04/2020 -
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
Publié: 06/04/2020 -
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
Publié: 01/04/2020 -
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
Publié: 30/03/2020 -
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
Publié: 26/03/2020 -
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
Publié: 23/03/2020 -
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
Publié: 19/03/2020 -
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
Publié: 17/03/2020 -
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
Publié: 16/03/2020 -
Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
Publié: 12/03/2020 -
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
Publié: 09/03/2020 -
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
Publié: 05/03/2020 -
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
Publié: 02/03/2020 -
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience
Publié: 27/02/2020 -
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
Publié: 24/02/2020 -
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account
Publié: 20/02/2020 -
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
Publié: 17/02/2020 -
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
Publié: 13/02/2020 -
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
Publié: 10/02/2020
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.