The Acquirers Podcast

362 Épisodes

1. Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels

   Publié: 28/02/2022
2. Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop

   Publié: 21/02/2022
3. Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen

   Publié: 14/02/2022
4. Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update

   Publié: 07/02/2022
5. Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX

   Publié: 31/01/2022
6. Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window

   Publié: 24/01/2022
7. Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson

   Publié: 17/01/2022
8. Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies

   Publié: 10/01/2022
9. Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces

   Publié: 20/12/2021
10. Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers

    Publié: 13/12/2021
11. Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol

    Publié: 06/12/2021
12. 100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

    Publié: 29/11/2021
13. Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto

    Publié: 22/11/2021
14. Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value

    Publié: 15/11/2021
15. Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework

    Publié: 08/11/2021
16. Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse

    Publié: 01/11/2021
17. Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei

    Publié: 25/10/2021
18. Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

    Publié: 18/10/2021
19. Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales

    Publié: 11/10/2021
20. Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias

    Publié: 04/10/2021