The Acquirers Podcast

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...

William L. Silber is a Senior Advisor with Cornerstone Research and was a chaired professor at The Stern School of Business, New York University, most recently as the Marcus Nadler Professor of Finance and Economics (2002-2019) and before that as the Abraham Gitlow Professor of Economics and Finance (1990-2002) His latest book, " The Power of Nothing to Lose: The Hail Mary Effect in Politics, War,...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...

Jamie Powell writes for FT Alphaville. He previously worked at education start-up Twig Education.   Twitter: @ajb_powell   Website: https://www.ft.com/stream/e3a19220-5f15-4a13-b5f4-14c1029570fb?page=1 ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, ac...

Spencer Cole is Chief Investment Officer of Vox Royalty, a precious metals royalty and streaming company with a portfolio of 50 royalties and streams spanning nine jurisdictions. The company was established in 2014. Since the beginning of 2019, Vox has announced over 20 separate transactions to acquire over 45 royalties. Twitter: @miningroyalty and @vox_royalty Website: https://www.voxroyalty.com/...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...

Vivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant.  Vivek conducts equity, commodity, and asset factor identification research; models economic regimes to inform asset allocation decisions; identifies macroeconomic risk factors that drive asset returns; and publishes research in support of Rayliant’s product methodologies.   https://rayliant.com/dt_tea...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...

Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing. Currently Tim is the founder, Chief Executive Officer,...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, managed by David, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for 2015 to 2017. The Pender Value Fund, which he also co-manages with Felix Narhi, received Fundata’s FundGrade® A+...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

Polaris Capital Management President and Portfolio Manager Bernard Horn Jr. has been in the value investing business since 1980 after graduating from MIT Sloan.   Polaris is $15.3 billion a Boston-based global equity investment management firm with one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals.&nbs...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

Vincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society. Twitter: https://twitter.com/VincentDeluard Website: https://www.stonex.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value i...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris wa...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

COLIN LANCASTER , the author of  FED UP! , is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. He has run two of the highest profile global macro businesses for top-performing hedge funds working directly with Ken Griffin at Citadel and Dmitry Balyasny at Balyasny Asset Management. For many yea...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://ww...

Adam J. Mead is a life-long student of business and capital allocation. He is the CEO and Chief Investment Officer of Mead Capital Management, a New Hampshire-based Registered Investment Advisor he founded in 2014: https://meadcm.com/ He is the author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpie...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Corey Hoffstein and Thomas Braziel. See our latest episodes at https://acquirersmultiple.com/  Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas's Twitter: https://twitter.com/thomasbra...

Sean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P.  Sean discusses the precious metals space – especially junior mining companies. He reveals his outlook for markets going forward given factors like government policy, social unrest, and COVID-19 to explain why he is positioned for a bull run in the precious metals space. He discusses the impact that central bank gold...