Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 17
- Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply ChainsAbout 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…
- Wine and Whisky: Investment grade wine and whisky with Elite consultants Steve and Pat with Tobias Carlisle on the Acquirers PodcastElite Wine & Whisky is one of around 400 Liv-ex members worldwide, with access to the global wine trading platform. Founded in 2012 as a small operation on the outskirts of…
- Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEAAbout 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…
- Hail Mary: William L Silber on The Power of Nothing to Lose with Tobias Carlisle on The Acquirers PodcastWilliam L. Silber is a Senior Advisor with Cornerstone Research and was a chaired professor at The Stern School of Business, New York University, most recently as the Marcus…
- Value After Hours S03 E30 Warren Buffett's Berkshire Hathaway Earnings, How to Meet & Greet, $QRTEAAbout 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…
- Alphaville: Jamie Powell on reporting for the FT's Alphaville blog with Tobias Carlisle on The Acquirers PodcastJamie Powell writes for FT Alphaville. He previously worked at education start-up Twig Education. Twitter: @ajb_powell
- Metal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers PodcastSpencer Cole is Chief Investment Officer of Vox Royalty, a precious metals royalty and streaming company with a portfolio of 50 royalties and streams spanning nine jurisdictions.…
- Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns ExpectationsAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTHAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers PodcastVivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant. Vivek conducts equity, commodity, and asset factor identification research; models economic…
- Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en placeAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers PodcastTim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He…
- Value After Hours S03 E26: Lumber, Inflation, Deep SurvivalAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.
- Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers PodcastDavid Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, managed by David, has won a…
- Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and CashAbout Jake: Jake is a partner at Farnam Street. About Mike: Mike is a former HF analyst. 3rd gen Oklahoman who has retired to raise his three boys and manage his own money.