Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Aug 10, 2020•1 hr 1 min•Season 2Ep. 31
Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managing more than $5 billion in systematic equities for PineBridge Investments, including $1 billion in a Socially Responsible strategy, and managing $1+billion in multi-asset and alternative factor strategies for Forefront Analytics. Mikhail is an honors graduate of Brown University with a Bachelor of Sc...
Aug 03, 2020•54 min•Season 2Ep. 78
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Jul 30, 2020•1 hr 4 min•Season 2Ep. 30
Nate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at oddballstocks.com. Websites: https://www.completebankdata.com/ http://www.oddballstocks.com/ Twitter: https://twitter.com/oddballstocks 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 fund...
Jul 27, 2020•1 hr 3 min•Season 2Ep. 77
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Jul 23, 2020•1 hr 2 min•Season 2Ep. 29
Mike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynamics, and the art of corporate war. Website: http://www.nongaap.com/about-mike/ Twitter: https://twitter.com/nongaap 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 situa...
Jul 20, 2020•1 hr 1 min•Season 2Ep. 76
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Jul 16, 2020•1 hr 2 min•Season 2Ep. 28
Paul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder of two public companies and CEO and director of another in the technology space. Paul's firm: https://smallcapdiscoveries.com/about-us/ Paul's Twitter: https://twitter.com/PaulAndreola 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, ...
Jul 13, 2020•49 min•Season 2Ep. 75
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Jul 09, 2020•1 hr 4 min•Season 2Ep. 27
Cliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the Teaching Assistant for his dissertation adviser, Nobel laureate Eugene Fama and the economist, Kenneth French. Asness' doctoral dissertation was on "the performance of momentum trading, buying stocks with rising prices". Wikipedia credits Cliff with being the first to compile enough empirical evidence across a wide varie...
Jul 06, 2020•1 hr 9 min•Season 2Ep. 74
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar C...
Jul 02, 2020•1 hr 4 min•Season 2Ep. 26
Partha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas of financial statement analysis, valuation of growth firms, implied cost of capital and executive compensation. https://www.rotman.utoronto.ca/FacultyAndResearch/Faculty/FacultyBios/Mohanram#:~:text=Partha%20Mohanram%20is%20the%20John,of%20capital%20and%20executive%20compensation. Partha's G_Score paper: Separating Winners from Losers Among Low Bo...
Jun 29, 2020•55 min•Season 2Ep. 73
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://acquirersmultiple.com/2020/05/is-value-a-value-trap/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintw...
Jun 25, 2020•51 min•Season 2Ep. 25
Michael Girdley is the Chairman of the Board and head of strategy at Dura Software. Previously, Michael was Managing Director of the Geekdom Fund, a seed-stage tech venture capital fund with $24 million under management that has invested in over 50 high-growth tech companies. Michael's firm: https://dura.software/ Michael's blog: https://girdley.com/ Michael's Twitter: https://twitter.com/mgirdley ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called Th...
Jun 22, 2020•55 min•Season 2Ep. 72
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://acquirersmultiple.com/2020/05/is-value-a-value-trap/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintw...
Jun 18, 2020•1 hr 8 min•Season 2Ep. 24
Maj Soueidan is a full-time investor of 30 years. He co-founded GeoInvesting to bring institutional quality investment research to the individual investor and help broaden the awareness of the opportunities that exist in the inefficient micro-cap universe. In addition to educating investors on winning equity strategies, Mr. Soueidan has been on a mission to protect investors from fraud and pump and dump schemes. He introduced the “China fraud” to Geoinvesting and through his research...
Jun 15, 2020•1 hr 11 min•Season 2Ep. 71
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://acquirersmultiple.com/2020/05/is-value-a-value-trap/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintw...
Jun 11, 2020•1 hr 6 min•Season 2Ep. 23
John Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships. Saber invests in undervalued stocks of great businesses. John's Twitter: https://twitter.com/JohnHuber72 John's website: http://sabercapitalmgt.com/about/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is ab...
Jun 08, 2020•1 hr 9 min•Season 2Ep. 70
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://acquirersmultiple.com/2020/05/is-value-a-value-trap/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintw...
Jun 04, 2020•1 hr 4 min•Season 2Ep. 22
Nicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for institutional clients. His background is in value investing, top-down global macro trading, and volatility markets, giving him a unique perspective on markets. His firm: https://www.davosig.com/ His twitter: https://twitter.com/nicholaspardi...
Jun 01, 2020•57 min•Season 2Ep. 69
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://acquirersmultiple.com/2020/05/is-value-a-value-trap/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintw...
May 28, 2020•1 hr 4 min•Season 2Ep. 21
Moses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and predecessors, has overseen acquisition and renovation of 75 buildings totaling 542 units. Moses has a BA magna cum laude from Princeton and MA from the London School of Economics and Social Science. Moses's firm website: https://www.adaptiverealty.com/ Moses's Twitter: https://twitter.com/moseskagan ABOUT THE PODCAST Hi, I'm Tobias Car...
May 25, 2020•59 min•Season 2Ep. 68
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://www.aqr.com/Insights/Perspectives/Is-Systematic-Value-Investing-Dead About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value ...
May 21, 2020•1 hr 8 min•Season 2Ep. 20
Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm's research and portfolio management effort. Prior to forming Semper Augustus in 1998 - in the midst of the stock market and technology bubble - Chris was a Vice President and Portfolio Ma...
May 18, 2020•1 hr 15 min•Season 2Ep. 67
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
May 14, 2020•1 hr 7 min•Season 2Ep. 19
Will Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company's indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, where he traded the firm’s long/short equity fund and separate accounts, in addition to developing and maintaining a suite of 20+ custom indexes. Prior to his Head Trader role, Will was with Y...
May 11, 2020•45 min•Season 2Ep. 66
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
May 07, 2020•1 hr 1 min•Season 2Ep. 18
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Research in 2000. He became editor of Extreme Value in 2002. Dan’s track record, candid voice, and deep research are why Extreme Value counts more than 20 major financial firms and well-known fund managers as subscribers. Dan's websites: https://stansberryresearch.com/products/extreme-value/ Podcast: https://investorhour.com/ https://wo...
May 04, 2020•55 min•Season 2Ep. 65
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a par...
Apr 30, 2020•1 hr 3 min•Season 2Ep. 17
Brent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators. Brent sits on the Tandy Leather (TLF) board of directors and is active in Love INC, a mid-Missouri-based non-profit. Permanent Equity: https://www.permanentequity.com/ Brent's Twitter: https://twitter.com/BrentBeshore ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers...
Apr 27, 2020•54 min•Season 2Ep. 64
