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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 19
- Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.About Jake: Jake is a partner at Farnam Street. Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. Ian is a full-time microcap investor and CIO of…
- Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias CarlisleBefore starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the…
- Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MOAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers PodcastWilliam Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s…
- Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive MarketsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers PodcastLinda Lebrun is the Director of Finance & Investing Writer Recruitment at Substack. Her job is to help writers of finance and investing content build sustainable businesses…
- Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee IntelligenceAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers PodcastFrom the blurb: It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted…
- Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows UpAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers PodcastEvan is co-founder and Chief Investment Officer of Bireme Capital. He is responsible for portfolio management for the flagship Fundamental Value strategy. Evan worked for 7 years…
- Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and NeversellAbout 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 S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T BirdsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers PodcastAdrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisdictions. He founded Cannon…
- Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk RallyAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers PodcastChristopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience…