Tobias Carlisle

The Acquirers Podcast

Business EN ↓ 448 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.

Be sure to visit the podcast's website and support the creator: acquirersmultiple.com

Author

Tobias Carlisle

Category

Business

Podcast website

acquirersmultiple.com

Latest episode

Oct 8, 2026

Where to listen?

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Episodes

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...

Value: After Hours S02 E42 Mauboussin and UFO Cults, Small and Micro Value and Thematic Investing 29.10.2020

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...

Value Saga: Joe Frankenfield on high-growth value with Tobias Carlisle on The Acquirers Podcast 26.10.2020

Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manages a single investment strategy for clients through separately managed accounts. The Saga Portfolio is a fundamental, long-only, public equity investment strategy. Its goal is to provide returns above the general market over the long-term by investin...

Value: After Hours S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA 22.10.2020

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...

Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast 19.10.2020

Matt Sweeney's Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. Laughing Water Capital follows a concentrated approach to equity investing, typically owning 10 - 15 businesses at a time. Sweeney often buys shares in companies that are out of favor on Wall Street due to some sort of operational, optical, or structural problem that we bel...

Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR 15.10.2020

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...

Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast 12.10.2020

David Horn is the Adjunct Associate Professor of Business in Finance at Columbia where he teaches Applied Value Investing. He is the Managing Partner of Kiron Advisors LLC which serves as the Investment Advisor for Kiron Partners L.P. Prior to founding the firm in 2006, Mr. Horn served as a research analyst at Perennial Partners, a long/short value oriented fund, from 2004-2005.    Twitt...

Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards 08.10.2020

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...

Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast 05.10.2020

Mutiny is a ‘black swan’ investment strategy. It is a form of ‘antifragility’ or ‘crisis alpha’ intended to achieve large asymmetric gains in times of high volatility or tail risk such as the 1987 flash crash, 1998-2001 dot com rise and crash, or 2008 financial crisis.   Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. Taylor Pe...

Value: After Hours S02 E38 Cicadas, Parasites and Prime Numbers, Value Cabbage, and French Cashflows 01.10.2020

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...

Activist Hedge: Nicole Boyson on activism in academia with Tobias Carlisle on The Acquirers Podcast 28.09.2020

Professor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulatory arbitrage, hedge fund management, and hedge fund activism.   Twitter: https://twitter.com/nikir1  Website: https://damore-mckim.northeastern.edu/people/nicole-m-boyson/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquir...

Value: After Hours S02 E37 Butterflies, Trust, and Ethical Collapse; $NKLA Goes Downhill; $QRTEA 24.09.2020

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...

Shrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers Podcast 21.09.2020

Larry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College.  The book: https://amzn.to/3mk1epd   Twitter: https://twitter.com/larryswedroe  Website: https://www.buckinghamwealthpartners.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've la...

Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value 17.09.2020

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...

Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast 14.09.2020

Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and Essays over the past decade. Release Date: September 15th.     Eric is Product Strategist at Zaarly and a writer. His business blog, https://medium.com/evergreen-business-weekly, has educated and entertained more than one million readers...

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