In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to start his own fund, Tourbillon Capital, which at its peak managed over $4 Billio ... Show More
Yesterday
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ... Show More
1h 22m
Jul 26
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham ... Show More
2h 1m
Jul 23
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More
1h 15m
Oct 2024
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.392]
My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses ... Show More
1h 28m
Jul 2023
Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]
My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in I ... Show More
1h 48m
Jul 2022
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to cryp ... Show More
58m 58s
Dec 2023
Insights from an Entrepreneur Turned Investor
<p><span style="font-size: 10pt;">Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today's episode, I'm joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, ... Show More
46m 50s
Aug 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Jun 2025
Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation ... Show More
45m 59s