The Acquirers Podcast

367 Episoder

1. Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy

   Publisert: 5.6.2024
2. Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value

   Publisert: 29.5.2024
3. Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth

   Publisert: 22.5.2024
4. Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey

   Publisert: 20.5.2024
5. Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham

   Publisert: 8.5.2024
6. Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat

   Publisert: 6.5.2024
7. Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility

   Publisert: 29.4.2024
8. Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

   Publisert: 22.4.2024
9. Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks

   Publisert: 15.4.2024
10. Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA

    Publisert: 8.4.2024
11. Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

    Publisert: 1.4.2024
12. Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

    Publisert: 27.3.2024
13. Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

    Publisert: 19.3.2024
14. Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS

    Publisert: 11.3.2024
15. Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap

    Publisert: 4.3.2024
16. Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML

    Publisert: 26.2.2024
17. Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable

    Publisert: 19.2.2024
18. Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

    Publisert: 13.2.2024
19. Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo

    Publisert: 5.2.2024
20. Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

    Publisert: 29.1.2024