The Acquirers Podcast

By Tobias Carlisle

This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

  1. 1.
    Value After Hours S03 E28: Scott, Scurvy and the South Pole; El Farol Bar problem; $PSTH
    53:24
  2. 2.
    China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
    48:18
  3. 3.
    Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place
    1:01:15
  4. 4.
    Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast
    48:04
  5. 5.
    Value After Hours S03 E26: Lumber, Inflation, Deep Survival
    1:02:59
  6. 6.
    Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
    45:48
  7. 7.
    Value: After Hours S03 E25: Deep Survival and Hedging with Vol, VIX, Puts, $HYG and Cash
    1:00:45
  8. 8.
    Global Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers Podcast
    48:41
  1. 9.
    Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate
    57:28
  2. 10.
    Impossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers Podcast
    44:00
  3. 11.
    Value After Hours S03 E23: Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme Stonks
    58:34
  4. 12.
    Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality
    1:03:59
  5. 13.
    Methodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers Podcast
    50:22
  6. 14.
    Value: After Hours S03 E21 LEAPs and Cash Hedges, Crypto and The Gold Rush, Growth Back On
    1:00:57
  7. 15.
    Fed Up: Colin Lancaster on macro investing, quantitative easing, and the role of central banks in modern markets with Tobias Carlisle on The Acquirers Podcast
    45:58
  8. 16.
    Value: After Hours S03 E20 Will the Small Value Rally Continue? Markel and The Body Keeps the Score
    1:01:48
  9. 17.
    History Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers Podcast
    52:07
  10. 18.
    Value: After Hours (LIVE): Crypto Special Situation, Value vs Growth and Momentum, Wild Swings
    1:01:10
  11. 19.
    Gold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias Carlisle
    46:50
  12. 20.
    Value: After Hours S03 E18 Warren Buffett's Berkshire Hathaway Annual Meeting and Transformers
    59:13
  13. 21.
    Modern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers Podcast
    51:03
  14. 22.
    Value: After Hours S03 E17 Vale Charles De Vaulx, Falconry, and Journaling, Inversion.
    57:50
  15. 23.
    Countercycle: Verdad's Dan Rasmussen on asset allocation with Tobias Carlisle
    46:50
  16. 24.
    Value: After Hours S03 E16 Francois Rochon and Valuation; Dutch Famine of 44-45; $DIS and $MO
    57:02
  17. 25.
    Richer Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers Podcast
    59:53
  18. 26.
    Value: After Hours S03 E15 Ballantyne $BTN, Cheetahs, Options and Quiet, Expensive Markets
    1:01:57
  19. 27.
    Substacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers Podcast
    40:58
  20. 28.
    Value: After Hours S03 E14 Bill's Rant, Charlie Munger Buys Alibaba $BABA, Ant and Bee Intelligence
    1:10:40
  21. 29.
    Caesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers Podcast
    43:38
  22. 30.
    Value: After Hours S03 E13 Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows Up
    1:00:45
  23. 31.
    Expected Value: Evan Tindell on value investing and poker with Tobias on The Acquirers Podcast
    44:45
  24. 32.
    Value: After Hours S03 E12 The Risks and Rewards of Concentration, PG's Axioms and Neversell
    1:02:35
  25. 33.
    Value: After Hours S03 E11 Reopening Trade, Airlines at Ludicrous Speed, and Low T Birds
    53:20
  26. 34.
    African Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers Podcast
    51:08
  27. 35.
    Value: After Hours S03 E10 Bonsais and Investing; Portfolio Management; Small, Cheap, Junk Rally
    1:02:16
  28. 36.
    Buffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers Podcast
    1:03:16
  29. 37.
    Value: After Hours S03 E9 Bumper Warren Buffett $BRK.A $BRK.B Berkshire Hathaway Letter Edition
    1:03:28
  30. 38.
    Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast
    55:28
  31. 39.
    Value: After Hours S03 E8 $Bitcoin Bulls, $TSLA Goes, $ARKK Goes, Bloomstran and $BRK.A
    1:01:19
  32. 40.
    Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast
    49:36
  33. 41.
    Value: After Hours S03 E7 HELA cells, Energy, Inflation and Morality in Investing
    1:02:42
  34. 42.
    Alpha Europe: Drew Dickson on European behavioral investing with Tobias on Acquirers Podcast
    57:49
  35. 43.
    Value: After Hours S03 E6 $TSLA Buys $BTC, ARK's Presentation on the Future, and Robinhood
    1:02:44
  36. 44.
    Growth Maven: Matt Joass on "S" adoption curves and high growth with Tobias on The Acquirers Podcast
    44:20
  37. 45.
    Value: After Hours S03 E5 $GME and the WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales
    1:01:54
  38. 46.
    No Narrative: Michael Mitchell on deep value and Michael Price with Tobias on The Acquirers Podcast
    1:02:46
  39. 47.
    Value: After Hours S03 E4 Gored Bullfighters, $GME and Wall Street Bets, Value Is the Driver
    1:02:19
  40. 48.
    Thrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers Podcast
    43:50
  41. 49.
    Vixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers Podcast
    48:42
  42. 50.
    Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation
    1:01:34

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