The Acquirers Podcast - podcast cover

The Acquirers Podcast

Tobias Carlisleacquirersmultiple.com
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.

Episodes

Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capital Group, ...

Apr 24, 20231 hr 2 minSeason 5Ep. 15

Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ John Huber is the Managing Partner of Saber Capital Management, LLC.: https://sabercapitalmgt.com/about/ Twitter: https://twitter.com/johnhuber72 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Tw...

Apr 17, 20231 hr 1 minSeason 5Ep. 14

Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Matthew Cochrane is a lead advisor for 7investing.: https://7investing.com/ Twitter: https://twitter.com/Matt_Cochrane7 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com...

Apr 10, 20231 hrSeason 5Ep. 13

Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Christopher P. Bloomstran, CFA, is the President and Chief Investment Officer of Semper Augustus Investments Group LLC.: https://www.semperaugustus.com/ Twitter: https://twitter.com/ChrisBloomstran About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake&#3...

Apr 03, 20231 hr 3 minSeason 5Ep. 12

Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Drew Dickson runs Albert Bridge Capital: https://www.albertbridgecapital.com/drews-viewTwitter: https://twitter.com/AlbertBridgeCap About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https:/...

Mar 27, 20231 hr 2 min

Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Tim Travis runs https://www.ttvalueinvesting.com/tim-travis/ and https://twitter.com/ttcapitalmgmt?lang=en About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Ja...

Mar 20, 20231 hrSeason 5Ep. 10

Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Porter and Vinny run Seawolf Capital https://twitter.com/Seawolfcap and https://twitter.com/VD718 About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book...

Mar 13, 20231 hr 2 minSeason 5Ep. 9

Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Mar 06, 20231 hr 1 minSeason 5Ep. 8

Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Feb 27, 20231 hrSeason 5Ep. 7

Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Feb 20, 202358 minSeason 5Ep. 6

Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Feb 13, 202359 minSeason 5Ep. 5

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Feb 06, 20231 hr 1 minSeason 5Ep. 4

Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Jan 30, 20231 hrSeason 5Ep. 3

Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Jan 23, 20231 hrSeason 5Ep. 2

Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Jan 16, 20231 hr 1 minSeason 5Ep. 1

Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot

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/  Alex Morris runs The Science of Hitting: https://thescienceofhitting.com/Alex's Twitter: https://twitter.com/TSOH_Investing About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: ht...

Dec 12, 20221 hr 2 minSeason 4Ep. 44

Value After Hours: S04 43: Journalytic Launch, 10-3 Inversion and Recessions, SBF and FTX GTFO

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: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah 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 Capita...

Dec 05, 202256 minSeason 4Ep. 43

Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World

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://farnam-street.com/vah 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 Ca...

Nov 28, 20221 hrSeason 4Ep. 42

Value After Hours S04 41: Fortune Favors the Brave, Asteroid Mining, Tech Layoffs + GOOG Activism

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://farnam-street.com/vah 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 Ca...

Nov 21, 20221 hrSeason 4Ep. 41

Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and Crashes

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://farnam-street.com/vah 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 Ca...

Nov 14, 202259 min

Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed

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://farnam-street.com/vah 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 Ca...

Nov 07, 20221 hrSeason 4Ep. 39

Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace Layers

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://farnam-street.com/vah 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 Ca...

Oct 31, 20221 hr 1 minSeason 4Ep. 38

Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's Future

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://farnam-street.com/vah 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 Ca...

Oct 24, 20221 hr 1 minSeason 4Ep. 37

Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the Fed

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://farnam-street.com/vah 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 Ca...

Oct 17, 20221 hr 2 minSeason 4Ep. 36

Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

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://farnam-street.com/vah 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 Ca...

Oct 10, 20221 hrSeason 4Ep. 35

Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin

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://farnam-street.com/vah 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 Ca...

Oct 03, 202259 minSeason 4Ep. 34

Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

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://farnam-street.com/vah 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 Ca...

Sep 26, 20221 hrSeason 4Ep. 33

Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;

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://farnam-street.com/vah 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 Ca...

Sep 12, 20221 hrSeason 4Ep. 32

Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due

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://farnam-street.com/vah 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 Ca...

Sep 05, 20221 hr 1 minSeason 4Ep. 31

Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths

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://farnam-street.com/vah 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 Ca...

Aug 29, 20221 hrSeason 4Ep. 30