The Acquirers Podcast

Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. Ian started investing as a teenager and l...

Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Usin...

Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a member of the exclusive ValueInvestorsClub.com. He has successfully managed a small and micro-cap focused personal investing account since 2007 and won numerous value investing competitions. Connor previously operated thevari...

Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC.   Prior to joining Old West, Joe spent five years as First Vice President at Aletheia Research and Management, Inc, which grew from $300 million in assets under management to roughly $ 11 billion. Joe began his career at the Century City office of Bear Stearns & Co., working in the private wealth man...

Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. He is also the author of three books, including More Than You Know: Finding Financial Wisdom in Unconventional Places, named in the The 100 Best Business Books o...

Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated sector bets on the performance of value, small and micro, and international strategies. Lawrence's blog: https://www.fortunefinancialadvisors.com/blog/ Lawrence's Twitter: https://twitter.com/lhamtil A...

Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He is the author of the book Backstage Wall Street, (McGraw-Hill, 2012). Josh blogs at https://thereformedbroker.com/, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecd...

Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management.  He has been involved in all aspects of the firm’s development since its founding in 2009. Adrangi launched the company with under $1 million and the firm currently manages several hundred million. Best known for short selling and publishing research, Mr. Adrangi shares his firm’s views on stocks, such...

Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and presses his claims through activism, receivership and other active means. He currently serves as the Co-Chairman of Winland Electronics (OTC: WELX), the Chairman of the Unsecured Creditors Committee of P...

Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a graduate from Seton Hall University, and a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change t...

Benn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC-registered investment advisor managing quantitatively-driven, options-and volatility-focused strategies across absolute return, risk premium and hedging needs. Benn's firm website: https://www.qvradvisors.com/ Twitter: https://twitter.com/bennpeifer...

Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian's websites: https://microcapclub.com/ https://intelligentfanatics.com/ Ian's firm: https://if.capital/ Ian's book: Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses Twitter: https://twitter.com/iancassel , https://twitter.com/IntelligentC...

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: guiscardcapital.com.au Dan's Twitter: https://twitter.com/market_fox ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast .  The podcast is about finding undervalued stock...

Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street:  Buy and hold shares of outstanding companies. His blog is http://www.crossingwallstreet.com/ His Twitter handle is https://twitter.com/EddyElfenbein ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast calle...

Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company trading at over 15x sales despite facing multiple factors that will dramatically cut its revenue growth in the coming years. iRhythm’s Zio, developed over a decade ago and accounting for nearly all th...

Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and bonds. His firm: https://bulwarkcapitalmgmt.com/ His Twitter handle: https://twitter.com/kyrradio ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast ....

Tim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks: https://marketfy.com/item/banking-on-profit/ . Before writing full time, Tim was vice president at Ferris Baker Watts, a boutique investment firm, where he specialized in deep value investing. He has als...

Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/ He is the co-author of "Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad:" https://amzn.to/2JMlDkl  Adam’s work is published on ReSolve’s research blog, Gestalt U https://gestaltu.com/ His Twitter handle is https://twitter.com/gestaltu ABOUT THE PODCAST Hi, I'm...

Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gordon Institute of Business Science, University of Pretoria, South Africa. In 1996, Adrian created an investment portfolio called “SuperDogs” to capture what he believed to be the essence of investin...

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 called T...

Peter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left to launch 452 Capital, which grew to AU$4 billion (~US$2.8 billion) under management at its peak. In 2009 he was diagnosed with terminal brain c...

Peter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations. Peter's firm, Artko Capital, at Harvest: https://www.hvst.com/organization/art-capital-lp  Peter's firm Twitter account: https://twitter.com/ArtkoCapital ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launche...

Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a flooring franchisee through the 2007-2009 housing bust before finally working as a credit analyst for BMO Harris Bank. He's a card carrying member...

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM).  Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and marke...

James P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut: https://osam.com/ Jim published his first book Invest Like the Best in 1994, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the...