The Acquirers Podcast

371 Épisodes

1. Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast

   Publié: 29/12/2019
2. Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special

   Publié: 26/12/2019
3. O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast

   Publié: 25/12/2019
4. Why Charts? Y Charts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast

   Publié: 22/12/2019
5. After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battleground

   Publié: 19/12/2019
6. Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast

   Publié: 15/12/2019
7. After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt

   Publié: 12/12/2019
8. Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast

   Publié: 08/12/2019
9. Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck

   Publié: 05/12/2019
10. Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast

    Publié: 02/12/2019
11. Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.

    Publié: 27/11/2019
12. Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast

    Publié: 22/11/2019
13. Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast

    Publié: 15/11/2019
14. Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast

    Publié: 08/11/2019
15. Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast

    Publié: 06/11/2019
16. Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast

    Publié: 01/11/2019
17. Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast

    Publié: 25/10/2019
18. Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast

    Publié: 18/10/2019
19. Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast

    Publié: 11/10/2019
20. Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast

    Publié: 04/10/2019