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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 23
- Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in ValueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers PodcastEric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and Essays over the past…
- Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett IndicatorAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers PodcastScott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, investing in publicly traded…
- Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker SpandrelsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers PodcastFrancisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with long-term holding periods…
- Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPMAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers PodcastBrian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small companies lead to high relative…
- Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural DynamicsAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers PodcastChris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term investment approach, typically…
- Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUXAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers PodcastMikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior…
- Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade ValueAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Odd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers PodcastNate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at…
- Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor PersonalitiesAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG