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.

Last refreshed: June 23rd, 2026 at 12:27 PM

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Episodes

Oil Isn't Dead — John Love on Why Energy Markets Are Defying the Headlines

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. ────────────────────── ⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key ...

Jun 18, 2026•1 hr

The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. ────────────────────── ⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key as...

Jun 11, 2026•1 hr 2 min

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