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The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 16
- Value After Hours S03 E43: David Gardner, Small Value and Market Value, Yoshiaki Murakami and Japanese ValueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E42: Pzena Value and Quality; $TSLA, and NFT Bubble; and Cynefin frameworkAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E41: Value Fund Letters, Toxoplasmosis and Risk-taking, $FB and the MetaverseAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu WeiAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABAAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC salesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E37 $ATUS, Did I Miss the Turn in Value? The Ten-Year Spikes, Fingerprint BiasAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Value After Hours S03 E36 China, $BABA; The Perfect Gambling Environment; and Mauboussin Strange.About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers PodcastJeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity professional. He is a keen observer of…
- Value After Hours S03 E35 Value Growth Spread Widest Ever, Fishing with Munger in China, Think TwiceAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Risky Moves: Dr Richard Smith on risk and uncertainty with Tobias Carlisle on The Acquirers PodcastDr. Smith is an investing and market risk expert and author of the Risk Rituals Newsletter which offers investors advice on how to be more successful in a risk-based world. He…
- Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble CallAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers PodcastDavid Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of business performance and…
- Value After Hours S03 E33 Memetics, NFTs, and Warren Buffett's BirthdayAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Mike: Mike is a…
- Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers PodcastAfter investing on his own for years, Matthew began writing articles for the Motley Fool in early 2017, where he made public stock recommendations that, collectively, easily beat…