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 ...
Feb 25, 2021•1 hr 3 min•Ep 7•Transcript available on Metacast 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/AlbertBridg...
Feb 22, 2021•58 min•Ep 103•Transcript available on Metacast 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 ...
Feb 18, 2021•1 hr 3 min•Ep 6•Transcript available on Metacast 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 i...
Feb 15, 2021•44 min•Ep 102•Transcript available on Metacast 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 ...
Feb 11, 2021•1 hr 2 min•Ep 5•Transcript available on Metacast 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, m...
Feb 08, 2021•1 hr 3 min•Ep 101•Transcript available on Metacast 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 ...
Feb 04, 2021•1 hr 2 min•Ep 4•Transcript available on Metacast 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/...
Feb 01, 2021•44 min•Ep 99•Transcript available on Metacast 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 ...
Jan 25, 2021•49 min•Ep 98•Transcript available on Metacast 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 ...
Jan 21, 2021•1 hr 2 min•Ep 2•Transcript available on Metacast 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,...
Jan 18, 2021•55 min•Ep 97•Transcript available on Metacast 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 ...
Jan 14, 2021•1 hr 3 min•Ep 1•Transcript available on Metacast 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 findi...
Jan 11, 2021•48 min•Ep 96•Transcript available on Metacast Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid‐cap value product, growing that produ...
Jan 04, 2021•49 min•Ep 95•Transcript available on Metacast 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 ...
Jan 01, 2021•1 hr 2 min•Ep 51•Transcript available on Metacast 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 ...
Dec 24, 2020•1 hr 3 min•Ep 50•Transcript available on Metacast 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. J...
Dec 17, 2020•1 hr•Ep 49•Transcript available on Metacast Elliot Turner is the CIO of RGA Investment Advisors. A self-described GARP investor, he holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Website: https://www.rgaia.com/ Twitter: https://twitter.com/ElliotTurn ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirer...
Dec 14, 2020•58 min•Ep 94•Transcript available on Metacast 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. J...
Dec 10, 2020•1 hr 2 min•Ep 48•Transcript available on Metacast 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 Golden Jubilee 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 ...
Dec 03, 2020•1 hr 2 min•Ep 47•Transcript available on Metacast Stephen Clapham, the forensic accounting expert and founder of Behind the Balance Sheet, on his new book The Smart Money Method: How to pick stocks like a hedge fund pro Stephen Clapham runs Behind the Balance Sheet https://www.behindthebalancesheet.com/ Stephen's Twitter account: https://twitter.com/steveclapham 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,...
Nov 30, 2020•54 min•Ep 93•Transcript available on Metacast 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 Golden Jubilee 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 ...
Nov 26, 2020•1 hr 3 min•Ep 46•Transcript available on Metacast Alex is the man behind the Science of Hitting twitter account: https://twitter.com/TSOH_Investing His investment strategy: "Patience followed by pretty aggressive conduct." Twitter: https://twitter.com/TSOH_Investing Website: https://www.gurufocus.com/news.php?author=The+Science+of+Hitting&u=110170 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, act...
Nov 23, 2020•52 min•Ep 92•Transcript available on Metacast 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 Golden Jubilee 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 ...
Nov 19, 2020•58 min•Ep 45•Transcript available on Metacast Matthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform the benchmark (S&P 500) over the long term using strategies based in business fundamentals. Twitter: https://twitter.com/mppeterson Website: https://www.petersonfunds.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about finding undervalue...
Nov 16, 2020•57 min•Ep 91•Transcript available on Metacast 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/ 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 website: http://farnam-street.com/vah Jake'...
Nov 12, 2020•1 hr 2 min•Ep 44•Transcript available on Metacast Kyler Hasson is a Portfolio Manager at Delta Investment Management. His strategy is is to act like a private market investor–find an excellent business run by able and honest management and wait to invest until he sees the potential for at least a sufficient over 10 years. Twitter: https://twitter.com/kylerhasson Website: https://concentratedcompounding.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podcast is about fin...
Nov 09, 2020•53 min•Ep 90•Transcript available on Metacast 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/ 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 website: http://farnam-street.com/vah Jake'...
Nov 05, 2020•1 hr 1 min•Ep 43•Transcript available on Metacast Chris is the founder, and CEO of Laskie.co. Previously, he co-founded Interviewed (acquired by Indeed in 2017), was COO of 42Floors (acquired by Knotel), and managed business development for Zillow (NAS $ZG), RentJuice (acquired by Zillow) Twitter: https://twitter.com/ChrisJBakke Website: https://laskie.co/ 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...
Nov 02, 2020•58 min•Ep 89•Transcript available on Metacast 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/ 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 website: http://farnam-street.com/vah Jake'...
Oct 29, 2020•1 hr 1 min•Ep 42•Transcript available on Metacast 
