Tobias Carlisle

The Acquirers Podcast

Business EN ↓ 437 episodes

This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

Author

Tobias Carlisle

Category

Business

Podcast website

acquirersmultiple.com

Latest episode

Jun 18, 2026

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Episodes

Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers 13.05.2021

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...

Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast 10.05.2021

Since 2015 Daniel Zwirn has been Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $2.2 billion global investment firm with offices in New York, London, San Francisco, Dublin, and Jacksonville focusing on global special situations asset and credit investments in corporates, real estate, structured finance, and corporate securities. He has an M.B.A. from the Harvard Busi...

Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion. 06.05.2021

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...

Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle 03.05.2021

Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.  His new Coun...

Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO 29.04.2021

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...

Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast 26.04.2021

William Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has been interviewed about the greatest investors for magazines, newspapers, podcasts, radio, and television. He has also given many talks about the lessons we can...

Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets 22.04.2021

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...

Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers Podcast 19.04.2021

Linda Lebrun is the Director of Finance & Investing Writer Recruitment at Substack. Her job is to help writers of finance and investing content build sustainable businesses online using Substack's technology platform. Prior to Substack, she was a portfolio manager focused on small-cap equities. Her investment industry experience includes roles on both the buy side and sell side.  Linda's...

Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee Intelligence 15.04.2021

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...

Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers Podcast 12.04.2021

Authors Max Frumes and Sujeet Indap on their new book The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street: https://amzn.to/3cFgNVJ From the blurb: It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted brilliant and ruthless private eq...

Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up 08.04.2021

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...

Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers Podcast 05.04.2021

Evan is co-founder and Chief Investment Officer of Bireme Capital. He is responsible for portfolio management for the flagship Fundamental Value strategy. ​Evan worked for 7 years at Ballentine Capital, where he was the lead equity analyst at the value-oriented long/short equity fund. Prior to that he spent 3 years as a professional poker player, where his successes included a 10th place finish at...

Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and Neversell 01.04.2021

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 S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds 29.03.2021

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...

African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast 22.03.2021

Adrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisdictions. He founded Cannon Asset Managers in 1998 as an independent investment house. In addition to his role as Chief Executive of the company, Adrian consults widely both to government and the corporate world, and he has served as a Professor of Ec...

Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally 18.03.2021

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...

Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast 15.03.2021

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm's research and portfolio management effort.  Prior to forming Semper Augustus in 1998 -...

Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition 11.03.2021

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...

Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast 08.03.2021

Lawrence A. Cunningham is an American scholar, author of corporate governance and investing books, and the Henry St. George Tucker III Research Professor of Law at George Washington University. His new book is Quality Shareholders: How the Best Managers Attract and Keep Them: https://amzn.to/30eRq5V  Lawrence's Twitter: https://twitter.com/cunninghamprof Lawrence's Website: https://www.law.gw...

Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A 04.03.2021

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...

Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast 01.03.2021

Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates...

Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing 25.02.2021

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...

Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast 22.02.2021

Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).  Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thal...

Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood 18.02.2021

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...

Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast 15.02.2021

Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant businesses of tomorrow while they are still small and underappreciated, and then hold on for the growth journey.   Matt's Twitter: https://twitter.com/mattjoass Matt's Website: https://www.mavenfunds.com.au/ and https://mattjoass.com/ ABOUT THE PODCA...

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