The Acquirers Podcast

382 Épisodes

1. Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat

   Publié: 06/05/2024
2. Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility

   Publié: 29/04/2024
3. Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

   Publié: 22/04/2024
4. Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks

   Publié: 15/04/2024
5. Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA

   Publié: 08/04/2024
6. Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

   Publié: 01/04/2024
7. Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

   Publié: 27/03/2024
8. Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

   Publié: 19/03/2024
9. Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS

   Publié: 11/03/2024
10. Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap

    Publié: 04/03/2024
11. Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML

    Publié: 26/02/2024
12. Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable

    Publié: 19/02/2024
13. Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

    Publié: 13/02/2024
14. Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo

    Publié: 05/02/2024
15. Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

    Publié: 29/01/2024
16. Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH

    Publié: 22/01/2024
17. Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron

    Publié: 15/01/2024
18. Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

    Publié: 01/01/2024
19. Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC

    Publié: 25/12/2023
20. Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

    Publié: 18/12/2023