Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 11
- Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, ratesAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterTBB About Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a…
- Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRKAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterTBB About Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a…
- Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture CapitalEads Bridge Holdings is a holding company that partners with management teams to leverage best-in-class technology to create unfair advantages that allow them to grow profits,…
- Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds StocksAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and ValueOtavio Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. “Tavi” built Crescat’s macro model that identifies the current stage of the US…
- Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the MarketJUSTIN CARBONNEAU and JACK FOREHAND run Validea, which provides professional systematic stock and ETF models for all investors, and easy to follow models using factors backed by…
- Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market CrashesJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental…
- Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and BuffettJohn L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from…
- Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure ArbAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank CanariesTwitter: @valuestockgeek About Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the FedCampbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge,…
- Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent BehaviorAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% RuleAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and RecessionAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of ValueAbout Jake: Journalytic About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG