The Acquirers Podcast
The Acquirers Podcast

The Acquirers Podcast

@theacquirerspodcast

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Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]

670 downloads Mar 05, 2020
Passive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers Podcast

Michael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family […]

814 downloads Mar 02, 2020
Value: After Hours S02 E08: Warren Buffett Buys $SPY, Charlie Munger Dunks on Bill, The $DJCO Experience

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]

678 downloads Feb 27, 2020
Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast

Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio   Buy the book: https://amzn.to/2Pb43d5 Mark’s Website: http://excellentinvesting.org/  Mark’s Twitter: https://twitter.com/DangerCapital 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 […]

778 downloads Feb 24, 2020
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]

655 downloads Feb 20, 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast

Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.    Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ranked Global Strategy team at Société Générale, and was individually ranked […]

697 downloads Feb 17, 2020
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY

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://greenbackd.com/  About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]

773 downloads Feb 13, 2020
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast

Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA.  Newfound/ReSolve Robust Equity Momentum Index https://www.thinknewfound.com/nrromot  U.S. Equity ETF Style Premia: https://www.thinknewfound.com/style-dashboard  Blog: https://blog.thinknewfound.com/  Flirting with Models Podcast: https://www.thinknewfound.com/podcast  Corey’s Twitter: https://twitter.com/choffstein ABOUT THE PODCAST Hi, I’m […]

787 downloads Feb 10, 2020
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter

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://greenbackd.com/   Constellation Software’s Mark Leonard’s President’s Letters: https://www.csisoftware.com/category/pres-letters About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG […]

649 downloads Feb 06, 2020
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