Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
27 Mar 2024
1h 0m
Tobias Carlisle ยท 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
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
19 Mar 2024
1h 1m
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
11 Mar 2024
1h 1m
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
04 Mar 2024
54m
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
26 Feb 2024
1h 0m
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
19 Feb 2024
1h 0m
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
13 Feb 2024
1h 0m
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
05 Feb 2024
1h 1m
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
29 Jan 2024
1h 0m
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
22 Jan 2024
59m
Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
15 Jan 2024
1h 0m
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
01 Jan 2024
1h 3m
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
25 Dec 2023
59m
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
18 Dec 2023
1h 0m
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
11 Dec 2023
1h 2m
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
04 Dec 2023
1h 0m
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
27 Nov 2023
1h 1m
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
20 Nov 2023
59m
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
13 Nov 2023
1h 4m
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
06 Nov 2023
1h 1m
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