Value After Hours: S04 42: Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
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Simon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers Podcast
Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds. He joined the value investment team in July 2016 to focus on UK institutional […]
Value: After Hours S02 E03: Neil Peart's Rush and Value Investing; Errors of Omission and Catching the Right Tail; and Baz Diller's IAC growth-through-acquisition strategy
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.com/ Didier Sornette’s TED Talk on predicting financial crises: https://www.ted.com/talks/didier_sornette_how_we_can_predict_the_next_financial_crisis/transcript The Sornette Wave (Log-Period Bubble): https://www.hussmanfunds.com/wmc/wmc130415.htm Barry Diller and IAC: https://www.forbes.com/sites/antoinegara/2019/10/02/who-needs-moonshots-how-former-hollywood-mogul-barry-diller-built-a-42-billion-tech-fortune-out-of-underdog-assets/#f0cfe7c368eb https://www.cnbc.com/video/2019/10/30/watch-cnbcs-full-interview-with-media-mogul-barry-diller.html https://www.stitcher.com/podcast/vox/recode-decode/e/58843590 About Bill: Bill […]
Supermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers Podcast
Daniel McMurtrie, better known as FinTwit’s @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market: Thesis Overview. Dan’s firm: https://www.tyropartners.com/ Dan’s Twitter: https://twitter.com/supermugatu ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched a new podcast called The Acquirers Podcast. The podcast […]
Value: After Hours S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by 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 value […]
Transition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers Podcast
Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the controlling shareholders in Enterprise Diversified, Inc. (OTCQB: SYTE). Steve’s firm: https://www.arquitos.com/ Steve’s Twitter: https://twitter.com/Steven_Kiel ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve […]
Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers Podcast
Gregory Zuckerman is a “Special Writer” at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9. He is also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The Frackers. Greg’s Twitter: https://twitter.com/GZuckerman Greg at the WSJ: https://www.wsj.com/news/author/gregory-zuckerman ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched […]
Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm and New Year's Resolutions
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by 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 value […]
Value Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers Podcast
Jose Ivan Garcia of Spain’s Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and European universe. Zona Value’s website: https://zonavalue.com/ Zona Value Twitter: https://twitter.com/zonavalue Ivan’s Twitter: https://twitter.com/J_Ivan_Garcia Lorenzo’s Twitter: https://twitter.com/L_serratosa ABOUT THE PODCAST Hi, I’m Tobias Carlisle. […]
Robo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers Podcast
New Constructs’ CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Constructs: Institutional Investor Beware Footnote Mischief: https://www.institutionalinvestor.com/article/b1j6v1zppkn7kf/Beware-Footnote-Mischief Integrity Research: Novel Database is Better at Measuring and Predicting Core Earnings and Stock Prices http://www.integrity-research.com/novel-database-better-measuring-predicting-core-earnings-stock-prices/ MarketWatch: Earnings Are More Distorted Than Investors Realize https://www.marketwatch.com/story/companies-core-earnings-are-more-crazily-distorted-than-investors-realize-and-that-puts-stocks-at-risk-2019-11-23 Big Tech […]
