Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 13
- Value After Hours S04 40: The Buffett Indicator, Small Quality Value, Risk and CrashesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the FedAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 38: No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace LayersAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 37: Cathie Wood and Charles Akre, Ten Things That Derail Peter Leydon's FutureAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 36: Analysts Predicting Growth, Peter Leydon Futurism, Letter to the FedAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN RetrospectiveAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on MarginAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer FakesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are DueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return PathsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest RatesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in AggregateAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the ConsumerTim Travis runs TT Capital Management About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter:…
- Value After Hours S04 E26: Market valuation, Historical Bears and Artificial IntelligenceAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG