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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Apr 29, 2021•57 min•Season 3Ep. 16
William Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has been interviewed about the greatest investors for magazines, newspapers, podcasts, radio, and television. He has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our...
Apr 26, 2021•1 hr•Season 3Ep. 110
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Apr 22, 2021•1 hr 2 min•Season 3Ep. 15
Linda Lebrun is the Director of Finance & Investing Writer Recruitment at Substack. Her job is to help writers of finance and investing content build sustainable businesses online using Substack's technology platform. Prior to Substack, she was a portfolio manager focused on small-cap equities. Her investment industry experience includes roles on both the buy side and sell side. Linda's Twitter: https://twitter.com/SubstackLinda ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new ...
Apr 19, 2021•41 min•Season 3Ep. 110
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Apr 15, 2021•1 hr 11 min•Season 3Ep. 14
Authors Max Frumes and Sujeet Indap on their new book The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street: https://amzn.to/3cFgNVJ From the blurb: It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted brilliant and ruthless private equity legends against the world's most relentless hedge fund wizards. In the tradition of Barbarians ...
Apr 12, 2021•44 min•Season 3Ep. 109
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Apr 08, 2021•1 hr 1 min•Season 3Ep. 13
Evan is co-founder and Chief Investment Officer of Bireme Capital. He is responsible for portfolio management for the flagship Fundamental Value strategy. Evan worked for 7 years at Ballentine Capital, where he was the lead equity analyst at the value-oriented long/short equity fund. Prior to that he spent 3 years as a professional poker player, where his successes included a 10th place finish at a European Poker Tour event. He graduated in 2007 with a BS in Mechanical Engineering from MIT, whe...
Apr 05, 2021•45 min•Season 3Ep. 108
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Apr 01, 2021•1 hr 3 min•Season 3Ep. 12
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Mar 29, 2021•53 min•Season 3Ep. 11
Adrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisdictions. He founded Cannon Asset Managers in 1998 as an independent investment house. In addition to his role as Chief Executive of the company, Adrian consults widely both to government and the corporate world, and he has served as a Professor of Economics, Finance and Strategy at the Gordon Institute of Business Science (GIBS) since 2003. Adrian'...
Mar 22, 2021•51 min•Season 3Ep. 107
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Mar 18, 2021•1 hr 2 min•Season 3Ep. 10
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 Manager ...
Mar 15, 2021•1 hr 3 min•Season 3Ep. 106
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Mar 11, 2021•1 hr 3 min•Season 3Ep. 9
Lawrence A. Cunningham is an American scholar, author of corporate governance and investing books, and the Henry St. George Tucker III Research Professor of Law at George Washington University. His new book is Quality Shareholders: How the Best Managers Attract and Keep Them: https://amzn.to/30eRq5V Lawrence's Twitter: https://twitter.com/cunninghamprof Lawrence's Website: https://www.law.gwu.edu/lawrence-cunningham ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called Th...
Mar 08, 2021•55 min•Season 3Ep. 105
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Mar 04, 2021•1 hr 1 min•Season 3Ep. 8
Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates investors. Ted's Twitter: https://twitter.com/tseides Ted's Website: https://capitalallocatorspodcas...
Mar 01, 2021•50 min•Season 3Ep. 104
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Feb 25, 2021•1 hr 3 min•Season 3Ep. 7
Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP). Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thaler, as well as a BSc. from Purdue University. Drew's Twitter: https://twitter.com/AlbertBridgeCapDrew's We...
Feb 22, 2021•58 min•Season 3Ep. 103
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Feb 18, 2021•1 hr 3 min•Season 3Ep. 6
Matt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant businesses of tomorrow while they are still small and underappreciated, and then hold on for the growth journey. Matt's Twitter: https://twitter.com/mattjoass Matt's Website: https://www.mavenfunds.com.au/ and https://mattjoass.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about...
Feb 15, 2021•44 min•Season 3Ep. 102
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Feb 11, 2021•1 hr 2 min•Season 3Ep. 5
Michael Mitchell is a former partner hedge fund Locust Wood Capital. He has now retired to raise his 3 boys and manage his own money. Michael's twitter: https://twitter.com/IgnoreNarrative 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,...
Feb 08, 2021•1 hr 3 min•Season 3Ep. 101
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Feb 04, 2021•1 hr 2 min•Season 3Ep. 4
James F. Royal, Ph.D., got hooked on special situations when he discovered that the stock market sometimes gives away companies for free and sometimes even pays you to take them. He worked at The Motley Fool as an analyst managing a portfolio of spinoffs and thrift conversions, and is employed currently at Bankrate. He has been investing in the stock market for more than 20 years, and has a doctorate from the University of Florida. Jim's website: https://www.thezenofthriftconversions.com/ Jim's ...
Feb 01, 2021•44 min•Season 3Ep. 99
Jim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strategies. Jim's firm: https://torosoadvisors.com/ Jim's twitter: https://twitter.com/vixologist 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 s...
Jan 25, 2021•49 min•Season 3Ep. 98
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Jan 21, 2021•1 hr 2 min•Season 3Ep. 2
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 ...
Jan 18, 2021•55 min•Season 3Ep. 97
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/ Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's websit...
Jan 14, 2021•1 hr 3 min•Season 3Ep. 1
Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Website: https://yetanothervalueblog.com/ Twitter: https://twitter.com/AndrewRangeley 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...
Jan 11, 2021•48 min•Season 3Ep. 96
