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.

Glöm inte att besöka poddens webbplats och stötta skaparen: acquirersmultiple.com

Skapare

Tobias Carlisle

Kategori

Business

Poddens webbplats

acquirersmultiple.com

Senaste avsnittet

8 okt 2026

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Avsnitt

African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast 22.03.2021

Adrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisdictions. He founded Cannon Asset Managers in 1998 as an independent investment house. In addition to his role as Chief Executive of the company, Adrian consults widely both to government and the corporate world, and he has served as a Professor of Ec...

Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally 18.03.2021

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...

Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast 15.03.2021

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm's research and portfolio management effort.  Prior to forming Semper Augustus in 1998 -...

Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition 11.03.2021

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...

Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast 08.03.2021

Lawrence A. Cunningham is an American scholar, author of corporate governance and investing books, and the Henry St. George Tucker III Research Professor of Law at George Washington University. His new book is Quality Shareholders: How the Best Managers Attract and Keep Them: https://amzn.to/30eRq5V  Lawrence's Twitter: https://twitter.com/cunninghamprof Lawrence's Website: https://www.law.gw...

Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A 04.03.2021

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...

Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast 01.03.2021

Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates...

Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing 25.02.2021

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...

Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast 22.02.2021

Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).  Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thal...

Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood 18.02.2021

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...

Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast 15.02.2021

Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant businesses of tomorrow while they are still small and underappreciated, and then hold on for the growth journey.   Matt's Twitter: https://twitter.com/mattjoass Matt's Website: https://www.mavenfunds.com.au/ and https://mattjoass.com/ ABOUT THE PODCA...

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...

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