The Acquirers Podcast
A podcast by Tobias Carlisle
Categories:
350 Episodes
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Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy
Published: 25/04/2022 -
Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock
Published: 18/04/2022 -
Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science
Published: 11/04/2022 -
Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity
Published: 04/04/2022 -
Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts
Published: 28/03/2022 -
Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment
Published: 21/03/2022 -
Value After Hours S04 E10: Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War
Published: 14/03/2022 -
Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway
Published: 07/03/2022 -
Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels
Published: 28/02/2022 -
Value After Hours S04 E07: Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop
Published: 21/02/2022 -
Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen
Published: 14/02/2022 -
Value After Hours S04 E05: Value Best 50 Days, Misinformation, $QRATE vs $ZM Update
Published: 07/02/2022 -
Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX
Published: 31/01/2022 -
Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window
Published: 24/01/2022 -
Value After Hours: Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson
Published: 17/01/2022 -
Value After Hours: Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies
Published: 10/01/2022 -
Value After Hours S03 E 48 Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces
Published: 20/12/2021 -
Value After Hours S03 E47: Value Rises, Growth Falls; $MO and Lasers
Published: 13/12/2021 -
Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol
Published: 06/12/2021 -
100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck
Published: 29/11/2021
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.