The Acquirers Podcast

Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast

This podcast episode explores the intersection of technology and finance through the lens of corporate governance. The special guest, Mike Puangmalai, is an expert in corporate governance, with a background in activism and software engineering. The host, Tobias Carlisle, discusses the evolution of investment firm Relat...

Charlie Munger and The Rebel Allocator: Jacob "Jake" Taylor on his phone call with Charlie Munger on The Acquirers Podcast with Tobias Carlisle