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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Brent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators.  Brent sits on the Tandy Leather (TLF) board of directors and is active in Love INC, a mid-Missouri-based non-profit.  Permanent Equity: https://www.permanentequity.com/  Brent's Twitter: https://twitter.com/Bren...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Andrew Wilkinson is the co-founder of Tiny. In 2006, Andrew founded MetaLab, one of the world's top design agencies. After rapid growth, he used the profits to diversify into a variety of businesses, which today form Tiny. He has gone from working out of his apartment a little over a decade ago, to today overseeing a group of companies with over 300 employees and tens of millions in revenue. Tiny:...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented approach that Titan uses today. He graduated from The Wharton School / University of Pennsylvania.   Titan: https://www.titanvest.com/  Clay's Twitter: https://twitter.com/virtualclay ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a n...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans.   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 called 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://greenbackd.com/  HY Index: https://fred.stlouisfed.org/series/BAMLH0A0HYM2 About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bil...

Tweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm's 100-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor. The firm's investment approach derives from the work of the late Benjamin Graham, co-author of the first textbook on investment research, Security Anal...

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://greenbackd.com/  Cam Harvey's Yield Curve Inversion: https://www.fuqua.duke.edu/duke-fuqua-insights/harvey-yield-curve-2019  NY Fed Recession Model: https://www.newyorkfed.org/research/capital...

Dr Ben Hunt is the creator of  Epsilon Theory  and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory , Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read&nb...

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://greenbackd.com/  ICE BofA US High Yield Index Option-Adjusted Spread: https://fred.stlouisfed.org/series/BAMLH0A0HYM2 About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's...

We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants are as follows:  Ariel Barbouth is the founder of Nuchas, the Evolution of Hand-Held Foods. Born and raised in Buenos Aires, he has a BS in Manufacturing Engineering and a Master Degree of Science in Boston University.  https://www.nuchas.com...

Alex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in Santa Monica.  Alex is a 2002 graduate of Harvard University.   Alex's website: https://www.stagevp.com/  Alex's Twitter: https://twitter.com/AlexRubalcava ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've la...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School.  Gramm has spent as much time evaluating CEOs and directors as he has trying to understand and value businesses. He has seen public companies that are poorly run, and some that willfully disenfranchise their shareholders. While he pays tribute to the ingenuity of public company investors, Gramm also expos...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management.  From 2006-2014, Michael founded...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio   Buy the book: https://amzn.to/2Pb43d5 Mark's Website: http://excellentinvesting.org/  Mark's Twitter: https://twitter.com/DangerCapital 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,...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.    Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ranked Global Strategy team at Société Générale, and was individually ranked first in the Extel Survey of institu...

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podc...

Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA.  Newfound/ReSolve Robust Equity Momentum Index https://www.thinknewfound.com/nrromot  U.S.   Equity ETF Style Premia: https://www.thinknewfound.com/style-dashboard  Blog: https://blog.think...