Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ 

Porter and Vinny run Seawolf Capital https://twitter.com/Seawolfcap and https://twitter.com/VD718

About Jake: Journalytic

Jake is a partner at Farnam Street: 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 Capital Group, a family investment firm.

Bill’s website: https://sullimarcapital.group/

Bill’s Twitter: @BillBrewsterSCG

ABOUT THE PODCAST

Hi, I’m Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

SEE LATEST EPISODES

https://acquirersmultiple.com/podcast/

SEE OUR FREE DEEP VALUE STOCK SCREENER

https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Website: https://acquirersmultiple.com/

Firm: https://acquirersfunds.com/

Twitter: https://twitter.com/Greenbackd

LinkedIn: https://www.linkedin.com/in/tobycarlisle

Facebook: https://www.facebook.com/tobiascarlisle

Instagram: https://www.instagram.com/tobias_carlisle

ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

190 downloads The Acquirers Podcast Nov 13, 2023
1h 4m
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

220 downloads The Acquirers Podcast Nov 06, 2023
1h 1m
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

282 downloads The Acquirers Podcast Oct 30, 2023
1h 2m
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

262 downloads The Acquirers Podcast Oct 23, 2023
1h
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

389 downloads The Acquirers Podcast Oct 16, 2023
1h 1m
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

455 downloads The Acquirers Podcast Oct 09, 2023
1h 3m
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

308 downloads The Acquirers Podcast Sep 20, 2023
1h
Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

342 downloads The Acquirers Podcast Sep 11, 2023
1h 2m
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. 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 […]

392 downloads The Acquirers Podcast Sep 04, 2023
59m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read