Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. He is also the author of three books, including More Than You Know: Finding Financial Wisdom in Unconventional Places, named in the The 100 Best Business Books of All Time by 800-CEO-Read. Michael has been an adjunct professor of finance at Columbia Business Sc...
Oct 11, 2019•59 min•Season 1Ep. 33
Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated sector bets on the performance of value, small and micro, and international strategies. Lawrence's blog: https://www.fortunefinancialadvisors.com/blog/ Lawrence's Twitter: https://twitter.com/lhamtil ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. ...
Oct 04, 2019•1 hr 1 min•Season 1Ep. 32
Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He is the author of the book Backstage Wall Street, (McGraw-Hill, 2012). Josh blogs at https://thereformedbroker.com/, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecdotes, pop culture references, sarcasm, fact, fantasy and any other device that help to get his point...
Sep 27, 2019•1 hr 6 min•Season 1Ep. 31
Sahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s development since its founding in 2009. Adrangi launched the company with under $1 million and the firm currently manages several hundred million. Best known for short selling and publishing research, Mr. Adrangi shares his firm’s views on stocks, such as under-followed longs and overhyped shorts, that are misunderstood by the market. Kerrisdale’s research ...
Sep 20, 2019•41 min•Season 1Ep. 30
Thomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities in bankruptcy, and presses his claims through activism, receivership and other active means. He currently serves as the Co-Chairman of Winland Electronics (OTC: WELX), the Chairman of the Unsecured Creditors Committee of Premier Exhibitions (OTC: PRXIQ), and the Delaware court-appointed receiver of Fund.com (OTC: FNDM). ...
Sep 13, 2019•50 min•Season 1Ep. 28
Tyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a graduate from Seton Hall University, and a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. Tyrone's Twitter: https://twitter.com/TR401 His personal website: http://www.ty...
Sep 06, 2019•50 min•Season 1Ep. 27
Benn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC-registered investment advisor managing quantitatively-driven, options-and volatility-focused strategies across absolute return, risk premium and hedging needs. Benn's firm website: https://www.qvradvisors.com/ Twitter: https://twitter.com/bennpeifert ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcas...
Aug 30, 2019•52 min•Season 1Ep. 26
Microcap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian's websites: https://microcapclub.com/ https://intelligentfanatics.com/ Ian's firm: https://if.capital/ Ian's book: Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses Twitter: https://twitter.com/iancassel , https://twitter.com/IntelligentCM and https://twitter.com/intelligentfan ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a ...
Aug 23, 2019•1 hr 11 min•Season 1Ep. 25
Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: guiscardcapital.com.au Dan's Twitter: https://twitter.com/market_fox 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 an...
Aug 16, 2019•58 min•Season 1Ep. 24
Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and hold shares of outstanding companies. His blog is http://www.crossingwallstreet.com/ His Twitter handle is https://twitter.com/EddyElfenbein 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 fun...
Aug 09, 2019•1 hr 1 min•Season 1Ep. 23
Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company trading at over 15x sales despite facing multiple factors that will dramatically cut its revenue growth in the coming years. iRhythm’s Zio, developed over a decade ago and accounting for nearly all the company’s $150m in sales, is a one-lead heart rate monitor in patch form. This “extended Holter mo...
Aug 06, 2019•12 min
Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and bonds. His firm: https://bulwarkcapitalmgmt.com/ His Twitter handle: https://twitter.com/kyrradio 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, buyou...
Aug 03, 2019•1 hr 7 min•Season 1Ep. 22
Tim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks: https://marketfy.com/item/banking-on-profit/ . Before writing full time, Tim was vice president at Ferris Baker Watts, a boutique investment firm, where he specialized in deep value investing. He has also worked as a stockbroker, advisor and portfolio manager. His Twitter handle is https://twitter.com/...
Jul 26, 2019•54 min•Season 1Ep. 21
Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/ He is the co-author of "Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad:" https://amzn.to/2JMlDkl Adam’s work is published on ReSolve’s research blog, Gestalt U https://gestaltu.com/ His Twitter handle is https://twitter.com/gestaltu ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding u...
Jul 19, 2019•1 hr 11 min•Season 1Ep. 20
Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gordon Institute of Business Science, University of Pretoria, South Africa. In 1996, Adrian created an investment portfolio called “SuperDogs” to capture what he believed to be the essence of investing: finding good assets--that’s the “super” part--at unloved prices--that’s the “dog” part. We talk a...
Jul 12, 2019•56 min•Season 1Ep. 19
Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing. Eric's firm: https://www.palmvalleycapital.com/ Eric's blog: https://www.palmvalleycapital.com/commentary 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 ...
Jul 05, 2019•58 min•Season 1Ep. 18
Peter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left to launch 452 Capital, which grew to AU$4 billion (~US$2.8 billion) under management at its peak. In 2009 he was diagnosed with terminal brain cancer, and given only a few months to live. We discuss Peter Lynch-style value investing in Australi...
Jun 28, 2019•1 hr•Season 1Ep. 17
Peter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations. Peter's firm, Artko Capital, at Harvest: https://www.hvst.com/organization/art-capital-lp Peter's firm Twitter account: https://twitter.com/ArtkoCapital ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalued stocks, deep value...
Jun 21, 2019•57 min•Season 1Ep. 16
Bill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a flooring franchisee through the 2007-2009 housing bust before finally working as a credit analyst for BMO Harris Bank. He's a card carrying member of the Berkshire Cult, and one of the finest business analysts around. You can follow his writing at...
Jun 14, 2019•1 hr•Season 1Ep. 15
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($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 ([email protected]), 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
