Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 14
- Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXYAbout 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 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXYAbout 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 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;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 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal DetectionAbout 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 E21: Chesterton's fence; When quality fails; Inflation, Data and PredictionsAbout 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 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and CommoditiesAbout 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 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?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 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, DopamineAbout 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 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in OmahaAbout 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 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic PleiotropyAbout 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 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stockAbout 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 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting ScienceAbout 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 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and InfinityAbout 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 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go NutsAbout 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 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender ExperimentAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG