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 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes 29.05.2023 1:00:38
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/ We are live every Tuesday at 1.30pm E / 10.30am P. Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by...
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett 22.05.2023 1:00:38
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/ John L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from the University...
Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb 15.05.2023 1:02:36
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/ Michael Kao founded Akanthos Capital. His substack is an outlet for him to publish my research on individual companies. https://www.urbankaoboy.com/ Twitter: https://twitter.com/UrbanKaoboy Abo...
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries 08.05.2023 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/ Value Stock Geek is a do-it-yourself value investor who researches companies and invests in his spare time. His substack is an outlet for him to publish my research on individual companies. htt...
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed 01.05.2023 1:11:09
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/ Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts Twit...
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior 24.04.2023 1:01:55
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 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule 17.04.2023 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/ John Huber is the Managing Partner of Saber Capital Management, LLC.: https://sabercapitalmgt.com/about/ Twitter: https://twitter.com/johnhuber72 About Jake: Journalytic Jake is a partner at Fa...
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession 10.04.2023 1:00:12
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/ Matthew Cochrane is a lead advisor for 7investing.: https://7investing.com/ Twitter: https://twitter.com/Matt_Cochrane7 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam...
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value 03.04.2023 1:02:35
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/ Christopher P. Bloomstran, CFA, is the President and Chief Investment Officer of Semper Augustus Investments Group LLC.: https://www.semperaugustus.com/ Twitter: https://twitter.com/ChrisBlooms...
Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion 27.03.2023 1:02:04
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/ Drew Dickson runs Albert Bridge Capital: https://www.albertbridgecapital.com/drews-viewTwitter: https://twitter.com/AlbertBridgeCap About Jake: Journalytic Jake is a partner at Farnam Street: h...
Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch 20.03.2023 59:56
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/ Tim Travis runs https://www.ttvalueinvesting.com/tim-travis/ and https://twitter.com/ttcapitalmgmt?lang=en About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street....
Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit 13.03.2023 1:02:11
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/ Porter and Vinny run Seawolf Capital https://twitter.com/Seawolfcap and https://twitter.com/VD718 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah J...
Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown 06.03.2023 1:00:35
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: 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/farnam...
Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation 27.02.2023 59:53
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: 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/farnam...
Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL? 20.02.2023 57:48
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: 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/farnam...
Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings 13.02.2023 59:25
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: 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/farnam...
Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research 06.02.2023 1:01:12
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: 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/farnam...
Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs 30.01.2023 1:00:03
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: 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/farnam...
Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion 23.01.2023 1:00:08
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: 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/farnam...
Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions 16.01.2023 1:01:00
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: 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/farnam...
Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot 12.12.2022 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/ Alex Morris runs The Science of Hitting: https://thescienceofhitting.com/Alex's Twitter: https://twitter.com/TSOH_Investing About Jake: Journalytic Jake is a partner at Farn...
Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO 05.12.2022 56:06
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: 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/farnam...
Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World 28.11.2022 1:00:12
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 S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism 21.11.2022 59:59
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 S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes 14.11.2022 58:54
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...
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