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Tobias Carlisle · Investment

The Acquirers Podcast

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.

Episodes

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Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

24 Jul 2025
58m
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Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

03 Jul 2025
1h 3m
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David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

26 Jun 2025
1h 1m
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Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

19 Jun 2025
1h 0m
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John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20

12 Jun 2025
1h 1m
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In this episode of Value Hour, Tobias Carlisle and Jake Taylor are joined by John Huber to discuss various investing topics. The conversation begins with a discussion on the competitive landscape in China and its potential impact on major tech companies. The hosts then delve into the changing dynamics of internet searc...

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Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

05 Jun 2025
1h 1m
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Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

02 Jun 2025
1h 0m
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Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

28 May 2025
58m
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Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

15 May 2025
1h 2m
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Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

12 May 2025
1h 1m
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In this episode of Value After Hours, Rich Pzena, an investment legend, discusses his early research with Joel Greenblatt on beating the market, his initial disinterest in professional investing, and his experiences in the oil industry that led him to Wall Street. Pzena shares insights into his value investing strategi...

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Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

28 Apr 2025
1h 1m
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How *Not* to Invest with Barry Ritholtz: | S07 E13

21 Apr 2025
1h 3m
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Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12

14 Apr 2025
1h 1m
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Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11

20 Mar 2025
1h 1m
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Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10

17 Mar 2025
1h 0m
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Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

10 Mar 2025
59m
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Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08

03 Mar 2025
1h 0m
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Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07

24 Feb 2025
47m
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Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06

18 Feb 2025
1h 1m
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Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05

10 Feb 2025
58m
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