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 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales 11.02.2021

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...

No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers Podcast 08.02.2021

Michael Mitchell is a former partner hedge fund Locust Wood Capital. He has now retired to raise his 3 boys and manage his own money.    Michael's twitter: https://twitter.com/IgnoreNarrative 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, activism, bu...

Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the Driver 04.02.2021

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...

Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers Podcast 01.02.2021

James F. Royal, Ph. D., got hooked on special situations when he discovered that the stock market sometimes gives away companies for free and sometimes even pays you to take them. He worked at The Motley Fool as an analyst managing a portfolio of spinoffs and thrift conversions, and is employed currently at Bankrate. He has been investing in the stock market for more than 20 years, and has a docto...

Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast 25.01.2021

Jim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strategies.    Jim's firm: https://torosoadvisors.com/ Jim's twitter: https://twitter.com/vixologist ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued s...

Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation 21.01.2021

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...

Small Value 2: Eric Cinnamond returns for more small value with Tobias on The Acquirers Podcast 18.01.2021

Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing.   Eric's firm: https://www.palmvalleycapital.com/ Eric's blog: https://www.palmvalleycapital.com/commentary ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast c...

Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses 14.01.2021

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...

Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast 11.01.2021

Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments.    Website: https://yetanothervalueblog.com/  Twitter: https://twitter.com/AndrewRangeley 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, hed...

Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast 04.01.2021

Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he...

Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing 01.01.2021

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 S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators 24.12.2020

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 S02 E49 High-Growth Reinvestment, Active Investment, and Magic Numbers 17.12.2020

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): http...

Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers Podcast 14.12.2020

Elliot Turner is the CIO of RGA Investment Advisors. A self-described GARP investor, he holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.   Website:  https://www.rgaia.com/  Twitter: https://twitter.com/E...

S02 E48 Fear and Greed, $SPR and Solitude and Leadership 10.12.2020

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): http...

Value: After Hours S02 E47 Investors Be Thankful, Horsebetting, and Buffett's Hitting Coach Munger Value: After Hours 03.12.2020

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 Golden Jubilee 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 Preventi...

Smart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers Podcast 30.11.2020

Stephen Clapham, the forensic accounting expert and founder of Behind the Balance Sheet, on his new book The Smart Money Method: How to pick stocks like a hedge fund pro   Stephen Clapham runs Behind the Balance Sheet https://www.behindthebalancesheet.com/  Stephen's Twitter account: https://twitter.com/steveclapham ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast c...

Value: After Hours S02 E46 Buffett sells $COST, Einhorn's $GLRE and Icahn's $IEP, Long-lived Instos 26.11.2020

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 Golden Jubilee 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 Preventi...

Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast 23.11.2020

Alex is the man behind the Science of Hitting twitter account: https://twitter.com/TSOH_Investing His investment strategy: "Patience followed by pretty aggressive conduct."   Twitter: https://twitter.com/TSOH_Investing Website: https://www.gurufocus.com/news.php?author=The+Science+of+Hitting&u=110170 ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquire...

Value: After Hours S02 E45 Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy Value 19.11.2020

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 Golden Jubilee 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 Preventi...

Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers Podcast 16.11.2020

Matthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform the benchmark (S&P 500) over the long term using strategies based in business fundamentals.   Twitter: https://twitter.com/mppeterson Website: https://www.petersonfunds.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle...

Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversell 12.11.2020

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/  Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growt...

Compound Quality: Kyler Hasson on tax-conscious compounding with Tobias on the Acquirers Podcast 09.11.2020

Kyler Hasson is a Portfolio Manager at Delta Investment Management. His strategy is is to act like a private market investor–find an excellent business run by able and honest management and wait to invest until he sees the potential for at least a sufficient over 10 years.   Twitter: https://twitter.com/kylerhasson  Website: https://concentratedcompounding.com/ ABOUT THE PODCAST Hi, I'm...

Value: After Hours S02 E43 Einhorn's Bubble Hunting, Risk-Taking, and Lessons from Nuclear Meltdowns 05.11.2020

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/  Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growt...

Startup Guru: Chris Bakke on start ups, venture capital and angel investing with Tobias Carlisle on The Acquirers Podcast 02.11.2020

Chris is the founder, and CEO of Laskie.co. Previously, he co-founded Interviewed (acquired by Indeed in 2017), was COO of 42Floors (acquired by Knotel), and managed business development for Zillow (NAS $ZG), RentJuice (acquired by Zillow)   Twitter: https://twitter.com/ChrisJBakke  Website: https://laskie.co/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called...

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