The Acquirers Podcast

371 Épisodes

1. 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
2. Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins

   Publié: 05/03/2020
3. 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
4. Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience

   Publié: 27/02/2020
5. Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast

   Publié: 24/02/2020
6. 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
7. 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
8. Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

   Publié: 13/02/2020
9. Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

   Publié: 10/02/2020
10. Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter

    Publié: 06/02/2020
11. Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast

    Publié: 03/02/2020
12. 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

    Publié: 30/01/2020
13. Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast

    Publié: 27/01/2020
14. 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

    Publié: 23/01/2020
15. Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast

    Publié: 20/01/2020
16. Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion

    Publié: 16/01/2020
17. Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast

    Publié: 13/01/2020
18. Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast

    Publié: 06/01/2020
19. Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions

    Publié: 03/01/2020
20. Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast

    Publié: 31/12/2019