The Acquirers Podcast
The Acquirers Podcast

The Acquirers Podcast

@theacquirerspodcast

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Why Charts? YCharts' CEO Sean Brown talks fintech and charts with Tobias on The Acquirers Podcast

YCharts’ President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive markets.    YCharts.com  Sean at Y Charts: https://get.ycharts.com/leadership/  Sean on LInkedIn: https://www.linkedin.com/in/sean-brown-6266673/  Sean’s Twitter: https://twitter.com/Sean_YCharts ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched a new podcast called The Acquirers Podcast. The podcast is about […]

697 downloads Dec 22, 2019
After Hours S01 E04: Verdad's The Way The World Should Work, Tweedy Brown's What Works in Investing, and the $RH long/short battleground

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. 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 Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s […]

617 downloads Dec 19, 2019
Endowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers Podcast

Mark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan Creek Capital Management, an investment management firm that advises pension funds, endowments and wealthy individuals.   Mark’s firm website: https://www.morgancreekcap.com/  Morgan Digital: https://www.digitalassetindexfund.com/  Mark’s Twitter: https://twitter.com/MarkYusko ABOUT THE PODCAST Hi, I’m […]

670 downloads Dec 15, 2019
After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. 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 Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s […]

641 downloads Dec 12, 2019
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast

Vitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in Range-Bound Markets (Wiley Finance) and The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere Vitaliy’s website: https://contrarianedge.com/ Vitaliy’s Twitter: https://twitter.com/vitaliyk ABOUT THE PODCAST Hi, I’m […]

715 downloads Dec 08, 2019
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. 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 Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s […]

750 downloads Dec 05, 2019
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast

BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund. Twitter: https://twitter.com/BluegrassCap Carlota Perez: http://reactionwheel.net/2015/10/the-deployment-age.html  Bluegrass’s 13F screen: https://twitter.com/BluegrassCap/status/1162170920687083520  Bluegrass’s portfolio themes: https://twitter.com/BluegrassCap/status/1096143237658693632 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 […]

827 downloads Dec 02, 2019
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. 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 Capital Group, a family investment firm.  Bill’s website: https://sullimarcapital.group/ Bill’s […]

684 downloads Nov 27, 2019
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast

Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant growth opportunities and competitive advantages that allow them to sustain their profitability while returning capital to shareholders over time. Rather than trying to guess which way the market […]

652 downloads Nov 22, 2019
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