Tobias Carlisle

Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14

Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13

Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11

Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

The Acquirers Podcast