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
Poddens webbplats
Senaste avsnittet
8 okt 2026
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Avsnitt
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed 18.12.2023 1:00:24
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE 11.12.2023 1:02:38
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth 04.12.2023 1:00:31
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property 27.11.2023 1:01:38
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries 20.11.2023 59:37
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing 13.11.2023 1:04:50
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills 06.11.2023 1:01:03
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value 30.10.2023 1:02:12
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.co...
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit 23.10.2023 1:00:33
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread 16.10.2023 1:01:53
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves 09.10.2023 1:03:37
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n 25.09.2023 1:00:44
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance 11.09.2023 1:02:31
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings 04.09.2023 59:26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds 28.08.2023 1:00:16
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper 21.08.2023 1:00:37
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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...
Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity 07.08.2023 1:00:28
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake&#...
Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade 31.07.2023 1:00:41
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake&#...
Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree 24.07.2023 52:27
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterTBB About Jake: Journalytic Jake is a...
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates 17.07.2023 1:01:34
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterTBB About Jake: Journalytic Jake is a...
Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK 03.07.2023 1:00:53
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterTBB About Jake: Journalytic Jake is a...
Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital 26.06.2023 1:01:06
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Mark Valdez is the Founder of the Eads Bridge Holdings https://www.eadsbridgeholdings.com/ Eads Bridge Holdings is a holding company that partners with management teams to leverage best-in-clas...
Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks 19.06.2023 1:00:28
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. Ian Cassell is the Founder of the MicroCapClub https://microcapclub.com/ and CIO Intelligent Fanatics https://if.capital/ Twitter: https://twi...
Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value 12.06.2023 1:04:33
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. Otavio Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. “Tavi” built Crescat’s macro model that ident...
Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market 05.06.2023 1:01:11
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. JUSTIN CARBONNEAU and JACK FOREHAND run Validea, which provides professional systematic stock and ETF models for all investors, and easy to fo...
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