Podcast
The Acquirers Podcast. Deep value, activism and contrarian investing, every week. Watch or listen here, or in your podcast app.
Episodes, page 29
- Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers PodcastConnor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a…
- Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers PodcastJoseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC. Prior to joining Old West, Joe spent five years as First Vice President at Aletheia…
- Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers PodcastMichael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and…
- Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers PodcastLawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar…
- Reformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers PodcastJosh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He…
- Activist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers PodcastSahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s development since its founding in…
- Priority Position: Thomas Braziel on distressed activism with Tobias on The Acquirers PodcastThomas Braziel is the managing partner at 507 Capital, an investment firm specializing in unlisted credit opportunities. Thomas hunts for very unusual, off-the-run opportunities…
- Crypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers PodcastTyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a…
- Volatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers PodcastBenn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017. QVR is a boutique SEC-registered investment…
- Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers PodcastMicrocap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing. Ian's book: Intelligent Fanatics Project: How…
- Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers PodcastDaniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website:…
- Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers PodcastEddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and…
- Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers PodcastKerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn…
- Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers PodcastZach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and…
- Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast