The Acquirers Podcast

The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong

Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18

Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17

Deep value investing relies on identifying companies trading at significant discounts to private market value, a process refined by Tweedy, Browne’s John Spears and Jay Hill. Their approach utilizes a two-part test: evaluating stocks against comparable M&A transaction multiples and assessing absolute valuation metrics....

Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16

Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15

Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

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

Elon Musk’s unique approach to entrepreneurship relies on first principles thinking, which involves stripping problems down to fundamental physics to identify and attack specific bottlenecks. Unlike traditional management styles that favor decentralization, Musk employs a "nano-management" strategy, focusing his attent...

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

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

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

Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

The podcast explores investment strategies amidst technological disruption and antitrust enforcement, featuring Jonathan Tepper, founder of Previt Capital. Tepper discusses Previt's investment philosophy, emphasizing the purchase of quality companies with high free cash flow yields at a discount, referencing his book "...

Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

Emerging market equities are off to a strong start this year, but Juan Torres, Co-PM of Emerging Market Equities at Neuberger Berman, expresses caution, noting that EM hasn't outperformed developed markets for two consecutive years since 2010. While EM appears cheap in relative terms, dispersion exists, with some marke...

Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

Jay Hatfield from Infracap discusses income-oriented investment strategies, highlighting their benefits for both young and older investors seeking stable income and portfolio rebalancing opportunities. He differentiates Infracap's approach, which focuses on higher-risk fixed income like preferred stocks and high-yield ...

Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCM | S08 E03

Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02

Andrew Summers of Summers Value Fund, a healthcare specialist, discusses his concentrated, long-term investment approach, focusing on special situations within the healthcare sector. He highlights the complexity of healthcare due to the ever-changing regulatory environment and the significant role of payers. Summers po...

Gary Mishuris on $PHIN and $WBD, options and intrinsic value investing | S08 E01

The podcast explores value investing strategies, drawing on guest Gary Mashouris's experiences at Silver Ring Value Partners. Mashouris advocates for a concentrated, long-term approach focused on predictable businesses with a margin of safety, illustrating this with the example of FINIA, an automotive supplier. The con...

Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45