Saga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manages a single investment strategy for clients through separately managed accounts. The Saga Portfolio is a fundamental, long-only, public equity investment strategy. Its goal is to provide returns above the general market over the long-term by investing in a small number of great businesses run by great managers. Twitter: https://twitter.com/s...
Oct 26, 2020•45 min•Ep 88•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://www.farnam-street.com/ Jake...
Oct 22, 2020•1 hr 4 min•Ep 41•Transcript available on Metacast Matt Sweeney's Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. Laughing Water Capital follows a concentrated approach to equity investing, typically owning 10 - 15 businesses at a time. Sweeney often buys shares in companies that are out of favor on Wall Street due to some sort of operational, optical, or structural problem that we believe is within management’s ability to fix, given enough time. This problem results in a cheap purch...
Oct 19, 2020•47 min•Ep 87•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://www.farnam-street.com/ Jake...
Oct 15, 2020•59 min•Ep 40•Transcript available on Metacast David Horn is the Adjunct Associate Professor of Business in Finance at Columbia where he teaches Applied Value Investing. He is the Managing Partner of Kiron Advisors LLC which serves as the Investment Advisor for Kiron Partners L.P. Prior to founding the firm in 2006, Mr. Horn served as a research analyst at Perennial Partners, a long/short value oriented fund, from 2004-2005. Twitter: https://twitter.com/davidmarchorn Website: N/A ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've l...
Oct 12, 2020•58 min•Ep 86•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://www.farnam-street.com/ Jake...
Oct 08, 2020•1 hr 1 min•Ep 39•Transcript available on Metacast Mutiny is a ‘black swan’ investment strategy. It is a form of ‘antifragility’ or ‘crisis alpha’ intended to achieve large asymmetric gains in times of high volatility or tail risk such as the 1987 flash crash, 1998-2001 dot com rise and crash, or 2008 financial crisis. Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. Taylor Pearson is an entrepreneur, investor and author of The End of Jobs. Twitter: https://twitter.co...
Oct 05, 2020•56 min•Ep 85•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://www.farnam-street.com/ Jake...
Oct 01, 2020•1 hr 1 min•Ep 38•Transcript available on Metacast Professor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulatory arbitrage, hedge fund management, and hedge fund activism. Twitter: https://twitter.com/nikir1 Website: https://damore-mckim.northeastern.edu/people/nicole-m-boyson/ 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, ac...
Sep 28, 2020•51 min•Ep 84•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://www.farnam-street.com/ Jake...
Sep 24, 2020•1 hr 3 min•Ep 37•Transcript available on Metacast Larry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College. The book: https://amzn.to/3mk1epd Twitter: https://twitter.com/larryswedroe Website: https://www.buckinghamwealthpartners.com/ 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,...
Sep 21, 2020•1 hr 2 min•Ep 83•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://www.farnam-street.com/ Jake...
Sep 17, 2020•59 min•Ep 36•Transcript available on Metacast Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and Essays over the past decade.Release Date: September 15th. Eric is Product Strategist at Zaarly and a writer. His business blog, https://medium.com/evergreen-business-weekly, has educated and entertained more than one million readers since 2014. Website: https://www.navalmanack.com/ Twitter: https://twitter.com/EricJorgenson&n...
Sep 14, 2020•54 min•Ep 82•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://www.farnam-street.com/ Jake...
Sep 10, 2020•1 hr 2 min•Ep 35•Transcript available on Metacast Scott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, investing in publicly traded equities Twitter: https://twitter.com/Price_to_Value Website: https://ravenwood.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 situ...
Sep 07, 2020•55 min•Ep 81•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/ 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...
Sep 03, 2020•1 hr 5 min•Ep 34•Transcript available on Metacast Francisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with long-term holding periods (5-10+ years) Twitter: https://twitter.com/FrancoOlivera Website: N/A ABOUT THE PODCAST 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 s...
Aug 31, 2020•1 hr 2 min•Ep 81•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/ 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 27, 2020•1 hr 2 min•Ep 33•Transcript available on Metacast Brian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small companies lead to high relative compounding. His firm manages institutional portfolios of small-cap and micro-cap common stocks in long-only, replicated separate accounts. Mr. Bares began his career by working his way up from the bottom. From compliance and operations, to trading and portfolio management, he garnered experience in nearly all aspects of run...
Aug 24, 2020•57 min•Ep 80•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/ 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 20, 2020•52 min•Ep 32•Transcript available on Metacast Chris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term investment approach, typically holding between 10 and 20 positions. Investments are made globally, with the historical average of foreign holdings representing approximately 40% of the strategy. Website: http://www.mittlemanbrothers.com/ Twitter: N/A ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers P...
Aug 17, 2020•47 min•Ep 79•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/ 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•Ep 31•Transcript available on Metacast 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•Ep 78•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/ 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•Ep 30•Transcript available on Metacast 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•Ep 77•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/ 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•Ep 29•Transcript available on Metacast 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•Ep 76•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/ 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•Ep 28•Transcript available on Metacast 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•Ep 75•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/ 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•Ep 27•Transcript available on Metacast 
