The Acquirers Podcast

En podkast av Tobias Carlisle - Mandager

Mandager

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367 Episoder

  1. Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

    Publisert: 26.9.2022
  2. Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;

    Publisert: 12.9.2022
  3. Value After Hours S04 E31: Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due

    Publisert: 5.9.2022
  4. Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths

    Publisert: 29.8.2022
  5. Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates

    Publisert: 22.8.2022
  6. Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

    Publisert: 15.8.2022
  7. Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer

    Publisert: 1.8.2022
  8. Value After Hours S04 E26: Market valuation, Historical Bears and Artificial Intelligence

    Publisert: 25.7.2022
  9. Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY

    Publisert: 18.7.2022
  10. Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY

    Publisert: 4.7.2022
  11. Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;

    Publisert: 27.6.2022
  12. Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

    Publisert: 20.6.2022
  13. Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

    Publisert: 13.6.2022
  14. Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities

    Publisert: 6.6.2022
  15. Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?

    Publisert: 30.5.2022
  16. Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine

    Publisert: 16.5.2022
  17. Value After Hours S04 E17: Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha

    Publisert: 9.5.2022
  18. Value After Hours S04 E16: Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy

    Publisert: 25.4.2022
  19. Value After Hours S04 E15: How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, The story of National Cash Register, an early tech stock

    Publisert: 18.4.2022
  20. Value After Hours S04 E14: Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science

    Publisert: 11.4.2022

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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.

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