Tobias Carlisle
The Acquirers Podcast
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
Podcast website
Latest episode
Jun 18, 2026
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Episodes
Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window 24.01.2022 1:02:29
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson 17.01.2022 1:04:50
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies 10.01.2022 1:00:48
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces 20.12.2021 1:05:00
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers 13.12.2021 57:17
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol 06.12.2021 1:00:17
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck 29.11.2021 1:23:32
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E44 Returns to Growth and Value, Inflation $ETH, $BTC and Crypto 22.11.2021 1:03:41
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese Value 15.11.2021 1:02:43
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin framework 08.11.2021 59:11
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the Metaverse 01.11.2021 58:45
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei 25.10.2021 1:01:05
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/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/fa...
Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA 18.10.2021 1:02:36
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales 11.10.2021 59:19
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint Bias 04.10.2021 1:01:04
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange. 30.09.2021 59:50
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast 27.09.2021 41:07
Jeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity professional. He is a keen observer of the institutional investment business, and he is the author of five books. A portion of his second book, “Security Analysis on Wall Street ,” is used on the CFA exam. https://cup.columbia.edu/book/the-myth-of-private-equi...
Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think Twice 23.09.2021 1:01:36
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers Podcast 20.09.2021 47:46
Dr. Smith is an investing and market risk expert and author of the Risk Rituals Newsletter which offers investors advice on how to be more successful in a risk-based world. He also serves as the CEO of the historic research non-profit, The Foundation for the Study of Cycles. Dr Smith studied mathematics at UC Berkeley and earned a PhD in systems science from the Watson School of Engineering at SUN...
Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call 16.09.2021 59:37
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast 13.09.2021 48:13
David Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of business performance and stock valuation. He was a member of FASB’s Investor Advisory Committee from 2013-2017 and is author of Modern Tools for Valuation (Wiley Finance 2010). His latest paper is https://www.newconstructs.com/earnings-distor...
Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's Birthday 09.09.2021 1:01:07
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast 06.09.2021 57:37
Matthew Cochrane is a lead advisor for https://7investing.com/. He grew up in Fort Lauderdale, Florida and, upon graduating high school, enlisted in the U.S. Navy, where he served for six years as an electronics technician. After re-entering civilian life, he married his high school sweetheart. Sixteen years later they are still together and raising their four kids in South Florida. After investin...
Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains 02.09.2021 1:00:16
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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's...
Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers Podcast 30.08.2021 46:38
Elite Wine & Whisky is one of around 400 Liv-ex members worldwide, with access to the global wine trading platform. Founded in 2012 as a small operation on the outskirts of London with a few cases of first growth Bordeaux, today, Elite Wine & Whisky has added Burgundy, Italian wines, Champagne and whisky to their portfolio offering. Website: https://elitewineandwhisky.com/ ABOUT THE...
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