Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 20
- Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter EditionAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast
- Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.AAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers PodcastTed Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset…
- Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in InvestingAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers PodcastAndrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds. He has over 20 years of industry experience, and previously was a partner in the…
- Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and RobinhoodAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers PodcastMatt Joass, CFA is the Chief Investment Officer of Maven Funds Management, a Sydney based investment manager that seeks to find the big dominant businesses of tomorrow while they…
- Value: After Hours S03 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm WhalesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers PodcastMichael Mitchell is a former partner hedge fund Locust Wood Capital. He has now retired to raise his 3 boys and manage his own money.
- Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the DriverAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers PodcastJames F. Royal, Ph.D., got hooked on special situations when he discovered that the stock market sometimes gives away companies for free and sometimes even pays you to take them.…
- Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers PodcastJim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strategies.
- Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and ValuationAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Small Value 2: Eric Cinnamond returns for more small value with Tobias on The Acquirers PodcastEric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap…