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The Acquirers Podcast

by Tobias Carlisle
399 EPISODES
Feb 2019
All Episodes
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
Tobias Carlisle
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
Tobias Carlisle
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Tobias Carlisle
Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25
Tobias Carlisle
Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24
Tobias Carlisle
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
Tobias Carlisle
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
Tobias Carlisle
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
Tobias Carlisle
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
Tobias Carlisle
Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19
Tobias Carlisle
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
Tobias Carlisle
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17
Tobias Carlisle
Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16
Tobias Carlisle
Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15
Tobias Carlisle
Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
Tobias Carlisle
How *Not* to Invest with Barry Ritholtz: | S07 E13
Tobias Carlisle
Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12
Tobias Carlisle
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
Tobias Carlisle
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
Tobias Carlisle
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
Tobias Carlisle
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
Tobias Carlisle
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07
Tobias Carlisle
Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06
Tobias Carlisle
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
Tobias Carlisle
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04
Tobias Carlisle
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03
Tobias Carlisle
Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02
Tobias Carlisle
Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01
Tobias Carlisle
Jason C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47
Tobias Carlisle
Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46
Tobias Carlisle
Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45
Tobias Carlisle
Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44
Tobias Carlisle
Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43
Tobias Carlisle
Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42
Tobias Carlisle
Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41
Tobias Carlisle
Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40
Tobias Carlisle
European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39
Tobias Carlisle
Aircraft hangars, mineral royalties, and gold with investor Mike Meixler | Value After Hours S06 E38
Tobias Carlisle
Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37
Tobias Carlisle
Value After Hours S06 E36 Author Brendan Hughes on Markets in Chaos: A History of Market Crises
Tobias Carlisle
Value After Hours S06 E35 Doug Ott on Arthur J Gallagher (AJG) Mettler-Toledo (MTD) Pool Corp (Pool)
Tobias Carlisle
Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG
Tobias Carlisle
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
Tobias Carlisle
Value After Hours S06 E32 Microcap investor Whit Huguley on Citizens Bank, FitLife, and Greenfirst
Tobias Carlisle
Value After Hours S06 E30 Bloomberg' Steve Hou on pricing power and analyst ratings turnarounds
Tobias Carlisle
Value After Hours S06 E31 Investor and author Guy Spier on his investment and life philosophies
Tobias Carlisle
Value After Hours S06 E29 Mindset Value's Aaron Edelheit on value investing in cannabis and hemp
Tobias Carlisle
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations
Tobias Carlisle
Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing
Tobias Carlisle
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett
Tobias Carlisle