The Acquirers Podcast

Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44

Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42

Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41

Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40

Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39

Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36

Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

In this episode of Value After Hours, Tobias Carlisle and Jake Taylor interview Kai Wu of Sparkline Capital about his approach to value investing, particularly focusing on the significance of intangible assets like intellectual property, brand equity, human capital, and network effects. Kai discusses how traditional ac...

Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25