Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Latest episode · Oct 31, 2026
Who Pays for the AI Boom? Big Tech’s Financing Problem
Listen · 32 min
Episodes
- Who Pays for the AI Boom? Big Tech’s Financing Problem
- Tim Melvin: Finding Value Where Wall Street Isn’t Looking
- Why Buffett Would Be Short the “AI Horses” Right Now
- The End Is Nigh. Buy Here?
- MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast
- Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert
- Small Caps Are About to Have Their Moment | Jeff Weniger
- Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar
- From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money
- Stock Picking Is a Temperament Game | Ian Cassel
- A Hedge Fund Manager's Honest Take on Why Most I Zeke Ashtonnvestors Fail |
- Patience Is the Ultimate Edge in Investing | Matt Sweeney
- I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer
- The Caracas Play: Venture capital and private equity investment in Venezuela with Francisco Amador
- How I Force Change at Companies Wall Street Ignores