Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 21
- Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale BusinessesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers PodcastAndrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments.
- Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers PodcastAndrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for…
- Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter CrowdsourcingAbout 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 S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market OperatorsAbout 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 S02 E49 High-Growth Reinvestment, Active Investment, and Magic NumbersAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers PodcastElliot Turner is the CIO of RGA Investment Advisors. A self-described GARP investor, he holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from…
- S02 E48 Fear and Greed, $SPR and Solitude and LeadershipAbout 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 S02 E47 Investors Be Thankful, Horsebetting, and Buffett's Hitting Coach Munger Value: After HoursAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Smart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers PodcastStephen Clapham, the forensic accounting expert and founder of Behind the Balance Sheet, on his new book The Smart Money Method: How to pick stocks like a hedge fund pro
- Value: After Hours S02 E46 Buffett sells $COST, Einhorn's $GLRE and Icahn's $IEP, Long-lived InstosAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast
- Value: After Hours S02 E45 Golden Jubilee, Buffett Bonanza, Archery vs Darts, Selling Growthy ValueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers PodcastMatthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform…
- Value: After Hours S02 E44 Hull Speed, Small and Micro Value Renaissance, #neversellAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG