The Acquirers Podcast

350 Episodes

1. Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

   Published: 13/02/2024
2. Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo

   Published: 05/02/2024
3. Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

   Published: 29/01/2024
4. Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH

   Published: 22/01/2024
5. Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron

   Published: 15/01/2024
6. Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

   Published: 01/01/2024
7. Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC

   Published: 25/12/2023
8. Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

   Published: 18/12/2023
9. Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE

   Published: 11/12/2023
10. Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth

    Published: 04/12/2023
11. Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property

    Published: 27/11/2023
12. Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries

    Published: 20/11/2023
13. Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

    Published: 13/11/2023
14. Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

    Published: 06/11/2023
15. Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

    Published: 30/10/2023
16. Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

    Published: 23/10/2023
17. Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

    Published: 16/10/2023
18. Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

    Published: 09/10/2023
19. Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

    Published: 25/09/2023
20. Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

    Published: 11/09/2023