The Acquirers Podcast

365 Episodes

1. Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast

   Published: 17/02/2020
2. Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

   Published: 13/02/2020
3. Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

   Published: 10/02/2020
4. Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter

   Published: 06/02/2020
5. Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast

   Published: 03/02/2020
6. Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate

   Published: 30/01/2020
7. Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast

   Published: 27/01/2020
8. Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy

   Published: 23/01/2020
9. Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast

   Published: 20/01/2020
10. Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion

    Published: 16/01/2020
11. Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast

    Published: 13/01/2020
12. Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast

    Published: 06/01/2020
13. Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions

    Published: 03/01/2020
14. Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast

    Published: 31/12/2019
15. Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast

    Published: 29/12/2019
16. Value: After Hours S01 E05: $NFLX's $1000 HBO Comp; Marry, F*, Kill; Passive Melt-Up and Crash Holiday Special

    Published: 26/12/2019
17. O Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers Podcast

    Published: 25/12/2019
18. Why Charts? Y Charts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast

    Published: 22/12/2019
19. After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battleground

    Published: 19/12/2019
20. Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast

    Published: 15/12/2019