On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name for a merged entity between Level 3 and CenturyLink.
We discuss how Level 3 holds the hidden upside value while only being one-third of the new entity, and CenturyLink's dying business model is distracting the ... Show More
Sep 24
TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the world’s population — and just grew ad revenue 27% to a nearly $240 billion annual ... Show More
1h 26m
Sep 20
RWH072: The Making of A Money Master w/ Rob Vinall
In this episode, William Green speaks with Rob Vinall, an English hedge fund manager with a terrific track record. Since launching his Business Owner Fund in 2008, he’s racked up stellar annualized returns of 15.5%. Rob almost never gives interviews but speaks in depth here about ... Show More
1h 48m
Sep 17
TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ... Show More
1h 19m
May 2024
Talk Your Book: Growth Stage Debt Investing
On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ... Show More
33m 4s
Jun 2023
Talk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
Find complete shownotes on our b ... Show More
26m 20s
Oct 2023
Talk Your Book: The State of Venture Capital
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC return dynamics and the power law, and much more!
Find complete show notes on our b ... Show More
41m 30s
Nov 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show More
40m 42s
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
38m 1s
Jun 2024
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ... Show More
38m 48s
Jun 2023
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!
Find c ... Show More
39m 4s
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
Sep 2024
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
<p>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/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake ... Show More
1h 2m
Aug 2024
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net ... Show More
38m 43s