The Acquirers Podcast

382 Épisodes

1. Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE

   Publié: 11/12/2023
2. Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth

   Publié: 04/12/2023
3. Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property

   Publié: 27/11/2023
4. Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries

   Publié: 20/11/2023
5. Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

   Publié: 13/11/2023
6. Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

   Publié: 06/11/2023
7. Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

   Publié: 30/10/2023
8. Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

   Publié: 23/10/2023
9. Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

   Publié: 16/10/2023
10. Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

    Publié: 09/10/2023
11. Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

    Publié: 25/09/2023
12. Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

    Publié: 11/09/2023
13. Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

    Publié: 04/09/2023
14. Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

    Publié: 28/08/2023
15. Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

    Publié: 21/08/2023
16. Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

    Publié: 07/08/2023
17. Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

    Publié: 31/07/2023
18. Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

    Publié: 24/07/2023
19. Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

    Publié: 17/07/2023
20. Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

    Publié: 03/07/2023