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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 24
- Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
- Value: After Hours S02 E28: Christensen's How to Measure Your Life, Cheap Banks, Wide Value SpreadAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers PodcastPaul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder of two public companies and…
- Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?About Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers PodcastCliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the…
- Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMTAbout Jake: Jake is a partner at Farnam Street. About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG
- Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers PodcastPartha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas of financial statement…
- Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood StatementAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Niche Acquirer: Michael Girdley on Dura Software's hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers PodcastMichael Girdley is the Chairman of the Board and head of strategy at Dura Software. Previously, Michael was Managing Director of the Geekdom Fund, a seed-stage tech venture…
- Value: After Hours LIVE S02E24: Price Drives Diligence, The Right Size II, Bankruptcy GamblersAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Micro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers PodcastMaj Soueidan is a full-time investor of 30 years. He co-founded GeoInvesting to bring institutional quality investment research to the individual investor and help broaden the…
- Value: After Hours LIVE S02E23: Don't Call it a Comeback, The Right Size I, Aerospace DecimationAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Business Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers PodcastJohn Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the…
- Value: After Hours LIVE S02E22: It's Value vs Glamour, $TSLA Tesla Write-Off, Slack in SystemsAbout Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street.
- Davos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers PodcastNicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis.…