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 25, 2021•1 hr 1 min•Ep 40•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Oct 18, 2021•1 hr 3 min•Ep 39•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Oct 11, 2021•59 min•Ep 38•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Oct 04, 2021•1 hr 1 min•Ep 37•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Sep 30, 2021•1 hr•Ep 36•Transcript available on Metacast Jeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity professional. He is a keen observer of the institutional investment business, and he is the author of five books. A portion of his second book, “Security Analysis on Wall Street ,” is used on the CFA exam. https://cup.columbia.edu/book/the-myth-of-private-equity/9780231198820 https://carey.jhu.edu/faculty/faculty-directory/jeffrey-hooke-mba ABOUT THE PODCAST...
Sep 27, 2021•41 min•Ep 129•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Sep 23, 2021•1 hr 2 min•Ep 35•Transcript available on Metacast Dr. Smith is an investing and market risk expert and author of the Risk Rituals Newsletter which offers investors advice on how to be more successful in a risk-based world. He also serves as the CEO of the historic research non-profit, The Foundation for the Study of Cycles. Dr Smith studied mathematics at UC Berkeley and earned a PhD in systems science from the Watson School of Engineering at SUNY Binghamton, under Professor George Klir. https://drrichardsmith.com/meet-dr-smith/ ABOUT THE...
Sep 20, 2021•48 min•Ep 128•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Sep 16, 2021•1 hr•Ep 34•Transcript available on Metacast David Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of business performance and stock valuation. He was a member of FASB’s Investor Advisory Committee from 2013-2017 and is author of Modern Tools for Valuation (Wiley Finance 2010). His latest paper is https://www.newconstructs.com/earnings-distortion-the-new-value-factor/ Website: https://www.newconstructs.com/ Twitter: @theRealDTrain37 ...
Sep 13, 2021•48 min•Ep 127•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Sep 09, 2021•1 hr 1 min•Ep 33•Transcript available on Metacast Matthew Cochrane is a lead advisor for https://7investing.com/. He grew up in Fort Lauderdale, Florida and, upon graduating high school, enlisted in the U.S. Navy, where he served for six years as an electronics technician. After re-entering civilian life, he married his high school sweetheart. Sixteen years later they are still together and raising their four kids in South Florida. After investing on his own for years, Matthew began writing articles for the Motley Fool in early 2017, where he m...
Sep 06, 2021•58 min•Ep 126•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Sep 02, 2021•1 hr•Ep 32•Transcript available on Metacast Elite Wine & Whisky is one of around 400 Liv-ex members worldwide, with access to the global wine trading platform. Founded in 2012 as a small operation on the outskirts of London with a few cases of first growth Bordeaux, today, Elite Wine & Whisky has added Burgundy, Italian wines, Champagne and whisky to their portfolio offering. Website: https://elitewineandwhisky.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast . The podc...
Aug 30, 2021•47 min•Ep 125•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Aug 26, 2021•1 hr•Ep 31•Transcript available on Metacast William L. Silber is a Senior Advisor with Cornerstone Research and was a chaired professor at The Stern School of Business, New York University, most recently as the Marcus Nadler Professor of Finance and Economics (2002-2019) and before that as the Abraham Gitlow Professor of Economics and Finance (1990-2002) His latest book, " The Power of Nothing to Lose: The Hail Mary Effect in Politics, War, and Business ," (Morrow / Harper, 2021) shows how presidents, generals, dictators, and ordinary peo...
Aug 23, 2021•50 min•Ep 124•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Aug 18, 2021•58 min•Ep 30•Transcript available on Metacast Jamie Powell writes for FT Alphaville. He previously worked at education start-up Twig Education. Twitter: @ajb_powell Website: https://www.ft.com/stream/e3a19220-5f15-4a13-b5f4-14c1029570fb?page=1 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 inve...
Aug 16, 2021•57 min•Ep 123•Transcript available on Metacast Spencer Cole is Chief Investment Officer of Vox Royalty, a precious metals royalty and streaming company with a portfolio of 50 royalties and streams spanning nine jurisdictions. The company was established in 2014. Since the beginning of 2019, Vox has announced over 20 separate transactions to acquire over 45 royalties. Twitter: @miningroyalty and @vox_royalty Website: https://www.voxroyalty.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast...
Aug 09, 2021•42 min•Ep 122•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Aug 02, 2021•1 hr 1 min•Ep 29•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Jul 29, 2021•53 min•Ep 28•Transcript available on Metacast Vivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant. Vivek conducts equity, commodity, and asset factor identification research; models economic regimes to inform asset allocation decisions; identifies macroeconomic risk factors that drive asset returns; and publishes research in support of Rayliant’s product methodologies. https://rayliant.com/dt_team/vivek-viswanathan/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called T...
Jul 26, 2021•48 min•Ep 121•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/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ 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...
Jul 22, 2021•1 hr 1 min•Ep 27•Transcript available on Metacast Tim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing. Currently Tim is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management, a California-based Registered Investmen...
Jul 19, 2021•48 min•Ep 120•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 ...
Jul 15, 2021•1 hr 3 min•Ep 26•Transcript available on Metacast David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, managed by David, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for 2015 to 2017. The Pender Value Fund, which he also co-manages with Felix Narhi, received Fundata’s FundGrade® A+ Award in 2016 and 2017. These awards recognise funds that have maintained “an exceptional performan...
Jul 12, 2021•46 min•Ep 119•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 ...
Jul 01, 2021•1 hr 1 min•Ep 25•Transcript available on Metacast Polaris Capital Management President and Portfolio Manager Bernard Horn Jr. has been in the value investing business since 1980 after graduating from MIT Sloan. Polaris is $15.3 billion a Boston-based global equity investment management firm with one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals. Polaris is a true bottom-up, deep value investing firm that is benchmark agnostic, embracing any ...
Jun 28, 2021•49 min•Ep 118•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 ...
Jun 24, 2021•57 min•Ep 24•Transcript available on Metacast Vincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society. Twitter: https://twitter.com/VincentDeluard Website: https://www.stonex.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, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strateg...
Jun 21, 2021•44 min•Ep 117•Transcript available on Metacast 
