Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a flooring franchisee through the 2007-2009 housing bust before finally working as a credit analyst for BMO Harris Bank. He's a card carrying member of the Berkshire Cult, and one of the finest business analysts around. You can follow his writing at...
Jun 14, 2019•1 hr•Season 1Ep. 15
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM). Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound gover...
Jun 07, 2019•55 min•Season 1Ep. 14
James P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut: https://osam.com/ Jim published his first book Invest Like the Best in 1994, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the Markets of Tomorrow in 2006. Jim's Full-Auto Gif Machine: https://twitter.com/jposhaughnessy ABOUT T...
May 31, 2019•1 hr 11 min•Season 1Ep. 13
Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks Website: Cove Street Capital ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad l...
May 24, 2019•58 min•Season 1Ep. 12
Verdad's Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, levered, small-cap stocks. Verdad's website: http://verdadcap.com/ Dan's twitter handle: https://twitter.com/verdadcap Dan's book, American Uprising: The Untold Story of America's Largest Slave Revolt: https://amzn.to/2W8hBLl ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about f...
May 17, 2019•57 min•Season 1Ep. 11
Justin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX) https://www.twitter.com/jjcarbonneau https://www.validea.com/ https://www.valideacapital.com/ https://www.valideafunds.com/market-legends-etf http://blog.validea.com/the-double-edged-sword-of-avoiding-value-traps/ https://www.researchaffiliates.com/documents/events/2019-advisor-symposium/are_valuations_irrelevant-rob_arnott.pdf https://www.valide...
May 10, 2019•1 hr
Jesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities. ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success...
May 03, 2019•1 hr 3 min•Season 1Ep. 9
Joseph Calandro Jr, of Applied Value Investing, chats to Tobias Carlisle on the Acquirers Podcast about Joe's new paper, "M&A deal-making: Disney, Marvel and the value of “hidden assets” Joseph Calandro, Jr., is the Managing Director of a global consulting firm, a Fellow of the Gabelli Center for Global Security Analysis at Fordham University (jtacalandro@yahoo.com), author of Applied Value Investing (NY: McGraw-Hill, 2009) and a contributing editor of Strategy & Leadership. Joe's paper:...
Apr 26, 2019•48 min
Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing. Tim is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management, a California-based Registered Investment Advisor ...
Apr 19, 2019•1 hr 2 min•Season 1Ep. 7
Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on The Acquirers Podcast about his new book, Big Mistakes: The Best Investors and Their Worst Investments (Bloomberg) . ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk,...
Apr 12, 2019•55 min
Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large Cap ETF (RVRS) ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies f...
Apr 05, 2019•45 min
Mark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/) Mark has developed an investment strategy based on the quantitative analysis of the highest return investments over a 15-year period. Mark combines quantitative analysis and deep, single-name research to identify stocks at a turning point. Mark has held multiple #1 rankings on a rolling LTM (Last-Twelve-Months) basis on SumZero, an idea sharing platform with over 10,000 professional investors. ABOUT THE PODCAST Hi, ...
Mar 29, 2019•57 min•Season 1Ep. 4
Corey Hoffstein of Newfound Research talks about his "No Pain, No Premium" approach to risk-managed tactical allocation strategies with with Tobias Carlisle on the Acquirers Podcast. Why Newfound embraces a "risk-first" approach to investing. The problems with most approaches to backtesting and research.
Mar 22, 2019•1 hr 3 min
Jacob "Jake" Taylor wrote a great book about value investing and sent it to Charlie Munger never thinking he'd actually read it. Charlie picked it up and read it from cover-to-cover in one sitting. He loved it, and called Jake to talk about making it into a movie. Jake tells the story about talking to Charlie Munger about his new book The Rebel Allocator on The Acquirers Podcast with Tobias Carlisle
Mar 15, 2019•1 hr 3 min•Season 1Ep. 2
Christopher Cole of Artemis Capital Management discusses volatility and crisis alpha with Tobias Carlisle on the Acquirers Podcast https://acquirersmultiple.com/podcast
Feb 22, 2019•56 min•Season 1Ep. 1
