Shows
Carlisle Cult Cinema Club Presents:CARLISLE CULT CINEMA CLUB PRESENTS: BRUCE VILANCH IN CONVERSATION (STAR WARS HOLIDAY SPECIAL)Send us a textCARLISLE CULT CINEMA CLUB PRESENTS:BRUCE VILANCH IN CONVERSATION STAR WARS HOLIDAY SPECIAL. Welcome to the latest episode of Carlisle Cult Cinema Club Presents! In this episode, we have a special guest - the very funny and talented writer, Bruce Vilanch. During our conversation, Bruce takes us back to his early days as a child model and shares fascinating stories about how he crossed paths with the iconic Bette Midler, leading to his journey as a writer for her. We also div...
2024-05-241h 06
The Acquirers PodcastMetal Royalty: Vox Royalty's CIO Spencer Cole on precious metals royalty and streaming with Tobias Carlisle on the Acquirers PodcastSpencer Cole is Chief Investment Officer of Vox Royalty, a precious metals royalty and streaming company with a portfolio of 50 royalties and streams spanning nine jurisdictions. The company was established in 2014. Since the beginning of 2019, Vox has announced over 20 separate transactions to acquire over 45 royalties.
Twitter: @miningroyalty and @vox_royalty
Website: https://www.voxroyalty.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We...
2021-08-0942 minThe Acquirers PodcastChina A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers PodcastVivek Viswanathan, CFA, PhD is Senior Managing Director, Head of Research at Rayliant. Vivek conducts equity, commodity, and asset factor identification research; models economic regimes to inform asset allocation decisions; identifies macroeconomic risk factors that drive asset returns; and publishes research in support of Rayliant’s product methodologies.
https://rayliant.com/dt_team/vivek-viswanathan/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the...
2021-07-2648 minThe Acquirers PodcastFinancial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers PodcastTim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing. Currently Tim is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management, a California-based Registered Investment Advisor that manages accounts for both individual and institutional investors.
https://www.ttvalueinvesting.com/
ABOUT THE PODCAST
...
2021-07-1948 minThe Acquirers PodcastVenture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers PodcastDavid Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.
The Pender Small Cap Opportunities Fund, managed by David, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for 2015 to 2017. The Pender Value Fund, which he also co-manages with Felix Narhi, received Fundata’s FundGrade® A+ Award in 2016 and 2017. These awards recognise funds that have maintained “an exceptional performance rating over the entire previous calendar year”.
https://www.penderfund.com/
ABOUT THE...
2021-07-1245 minThe Acquirers PodcastGlobal Master: Bernard Horn on international value with Tobias Carlisle on The Acquirers PodcastPolaris Capital Management President and Portfolio Manager Bernard Horn Jr. has been in the value investing business since 1980 after graduating from MIT Sloan.
Polaris is $15.3 billion a Boston-based global equity investment management firm with one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals.
Polaris is a true bottom-up, deep value investing firm that is benchmark agnostic, embracing any market (developed/emerging), any market cap, any industry.
www.polariscapital.com
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've...
2021-06-2848 minThe Acquirers PodcastImpossible Growth: Vincent Deluard of StoneX on gold, inflation, and hypergrowth MAGA stocks with Tobias Carlisle on The Acquirers PodcastVincent Deluard, CFA is a Global Macro Strategist and Director at StoneX. He is a professor of finance at Saint Mary's College and a member of the CFA Society.
Twitter: https://twitter.com/VincentDeluard
Website: https://www.stonex.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad...
2021-06-2144 minThe Acquirers PodcastMethodical Value: Gary Mishuris on his concentrated long-term intrinsic value strategy and process with Tobias Carlisle on The Acquirers PodcastGary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of Wells Capital Management) where he started as an Equity Analyst and assumed roles with increasing responsibilities, including serving as the co-PM of the Large Cap Value strategy between 2007 and 2010. He...
2021-06-0750 minThe Acquirers PodcastFed Up: Colin Lancaster on macro investing, quantitative easing, and the role of central banks in modern markets with Tobias Carlisle on The Acquirers PodcastCOLIN LANCASTER, the author of FED UP!, is a 25-year Wall Street professional who has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. He has run two of the highest profile global macro businesses for top-performing hedge funds working directly with Ken Griffin at Citadel and Dmitry Balyasny at Balyasny Asset Management. For many years, Lancaster’s monthly newsletter —Views from the Desk — was a must-read among Wall Street insiders and the largest allocators in the world. Lancaster has often been quoted in The Wall Street Journal, The New York Times, and the Financial...
2021-05-3145 minThe Acquirers PodcastHistory Buffett: Adam Mead on the Berkshire's complete financial history with Tobias Carlisle on The Acquirers PodcastAdam J. Mead is a life-long student of business and capital allocation. He is the CEO and Chief Investment Officer of Mead Capital Management, a New Hampshire-based Registered Investment Advisor he founded in 2014: https://meadcm.com/
He is the author of The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece: https://amzn.to/3hnr77o
Website: https://theoraclesclassroom.com/
Twitter: https://twitter.com/BRK_Student
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Po...
2021-05-2452 minThe Acquirers PodcastGold Value: Equinox's Sean Fieler on gold mining, activism, and inflation with Tobias CarlisleSean Fieler is President of Equinox Partners, L.P. and the Kuroto Fund, L.P. Sean discusses the precious metals space – especially junior mining companies. He reveals his outlook for markets going forward given factors like government policy, social unrest, and COVID-19 to explain why he is positioned for a bull run in the precious metals space. He discusses the impact that central bank gold purchases, gold’s behavior during times of crisis, and the dollar’s recent moves will have on the future for the price of gold and shares of miners that are currently trading at a discoun...
2021-05-1746 minThe Acquirers PodcastModern Graham: Arena's Dan Zwirn on deep value special situations with Tobias Carlisle on The Acquirers PodcastSince 2015 Daniel Zwirn has been Chief Executive Officer and Chief Investment Officer of Arena Investors LP, a $2.2 billion global investment firm with offices in New York, London, San Francisco, Dublin, and Jacksonville focusing on global special situations asset and credit investments in corporates, real estate, structured finance, and corporate securities.
He has an M.B.A. from the Harvard Business School (1998) as well as a B.S. Econ. and a B.A.S. (C.S.) from the University of Pennsylvania’s Wharton School of Business (1993) and Moore School of Electrical Engineering (1993), respectively.
ABOUT THE PODCAST...
2021-05-1051 minThe Acquirers PodcastCountercycle: Verdad's Dan Rasmussen on asset allocation with Tobias CarlisleBefore starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.
His new Countercyclical paper is here: https://static1.squarespace.com/static/5db0a1cf5426707c71b54450/t/60709482d5afd833ede2c38a/1617990804914/Countercyclical+Investing_vF.1.pdf
Website: https://verdadcap.com/
Twi...
2021-05-0346 minThe Acquirers PodcastRicher Wiser: William Green discusses great investors with Tobias Carlisle on The Acquirers PodcastWilliam Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has been interviewed about the greatest investors for magazines, newspapers, podcasts, radio, and television. He has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our thinking.
His new book is Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life...
2021-04-2659 minThe Acquirers PodcastSubstacking: Linda Lebrun on FinTwit's substacks with Tobias Carlisle on The Acquirers PodcastLinda Lebrun is the Director of Finance & Investing Writer Recruitment at Substack. Her job is to help writers of finance and investing content build sustainable businesses online using Substack's technology platform. Prior to Substack, she was a portfolio manager focused on small-cap equities. Her investment industry experience includes roles on both the buy side and sell side.
Linda's Twitter: https://twitter.com/SubstackLinda
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, a...
2021-04-1940 minThe Acquirers PodcastCaesar's Coup: Max Frumes and Sujeet Indap on bankruptcy and vulture investing with Tobias Carlisle on The Acquirers PodcastAuthors Max Frumes and Sujeet Indap on their new book The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street: https://amzn.to/3cFgNVJ
From the blurb:
It was the most brutal corporate restructuring in Wall Street history. The 2015 bankruptcy brawl for the storied casino giant, Caesars Entertainment, pitted brilliant and ruthless private equity legends against the world's most relentless hedge fund wizards.
In the tradition of Barbarians at the Gate and The Big Short comes the riveting, multi-dimensional poker game between private...
2021-04-1243 minThe Acquirers PodcastAfrican Value: Adrian Saville on pan-African and frontier investing with Tobias Carlisle on The Acquirers PodcastAdrian has been involved in the investment industry since 1994 and has extensive asset management experience across all major asset classes and jurisdictions. He founded Cannon Asset Managers in 1998 as an independent investment house. In addition to his role as Chief Executive of the company, Adrian consults widely both to government and the corporate world, and he has served as a Professor of Economics, Finance and Strategy at the Gordon Institute of Business Science (GIBS) since 2003. Adrian's Twitter:
https://twitter.com/adriansaville
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast ca...
2021-03-2251 minThe Acquirers PodcastBuffett Watch: Chris Bloomstran on Warren Buffett and Berkshire $BRK.B with Tobias Carlisle on The Acquirers PodcastChristopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm's research and portfolio management effort. Prior to forming Semper Augustus in 1998 - in the midst of the stock market and technology bubble - Chris was a Vice President and Portfolio Manager at UMB Investment Advisors. While at UMB Investment Advisors, Chris managed the Trust Investment offices in St. Louis and Denver. Among his investment du...
2021-03-151h 03The Acquirers PodcastQuality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers PodcastLawrence A. Cunningham is an American scholar, author of corporate governance and investing books, and the Henry St. George Tucker III Research Professor of Law at George Washington University. His new book is Quality Shareholders: How the Best Managers Attract and Keep Them: https://amzn.to/30eRq5V
Lawrence's Twitter: https://twitter.com/cunninghamprof
Lawrence's Website: https://www.law.gwu.edu/lawrence-cunningham
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge f...
2021-03-0855 minThe Acquirers PodcastThrift Conversions: Jim Royal on thrift conversions and special situations with Tobias Carlisle on The Acquirers PodcastJames F. Royal, Ph.D., got hooked on special situations when he discovered that the stock market sometimes gives away companies for free and sometimes even pays you to take them. He worked at The Motley Fool as an analyst managing a portfolio of spinoffs and thrift conversions, and is employed currently at Bankrate. He has been investing in the stock market for more than 20 years, and has a doctorate from the University of Florida.
Jim's website: https://www.thezenofthriftconversions.com/
Jim's twitter: https://twitter.com/JimRoyalPhD
ABOUT THE PODCAST
Hi, I...
2021-02-0143 minThe Acquirers PodcastVixology: Jim Carroll on the VIX and volatility complex with Tobias Carlisle on The Acquirers PodcastJim Carroll is Senior Vice President and Portfolio Manager at Toroso Advisors. He is a portfolio manager specializing in momentum and volatility strategies.
Jim's firm: https://torosoadvisors.com/
Jim's twitter: https://twitter.com/vixologist
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
...
2021-01-2548 minThe Acquirers PodcastLyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers PodcastAndrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid‐cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating. He also was a managing director at New Mountain Capital, wher...
2021-01-0448 minThe Acquirers PodcastSmart Money: Steve Clapham on forensic accounting for hedge funds with Tobias Carlisle on The Acquiers PodcastStephen Clapham, the forensic accounting expert and founder of Behind the Balance Sheet, on his new book The Smart Money Method: How to pick stocks like a hedge fund pro
Stephen Clapham runs Behind the Balance Sheet https://www.behindthebalancesheet.com/
Stephen's Twitter account: https://twitter.com/steveclapham
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies fo...
2020-11-3053 minThe Acquirers PodcastStructured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers PodcastMatthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform the benchmark (S&P 500) over the long term using strategies based in business fundamentals.
Twitter: https://twitter.com/mppeterson
Website: https://www.petersonfunds.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and s...
2020-11-1656 minThe Acquirers PodcastStartup Guru: Chris Bakke on start ups, venture capital and angel investing with Tobias Carlisle on The Acquirers PodcastChris is the founder, and CEO of Laskie.co. Previously, he co-founded Interviewed (acquired by Indeed in 2017), was COO of 42Floors (acquired by Knotel), and managed business development for Zillow (NAS $ZG), RentJuice (acquired by Zillow)
Twitter: https://twitter.com/ChrisJBakke
Website: https://laskie.co/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good in...
2020-11-0257 minThe Acquirers PodcastValue Saga: Joe Frankenfield on high-growth value with Tobias Carlisle on The Acquirers PodcastSaga Partners, LLC is an investment advisory firm located in Cleveland, Ohio. It was founded by Joe Frankenfield and Michael Nowacki in 2016 and manages a single investment strategy for clients through separately managed accounts. The Saga Portfolio is a fundamental, long-only, public equity investment strategy. Its goal is to provide returns above the general market over the long-term by investing in a small number of great businesses run by great managers.
Twitter: https://twitter.com/sagapartners
Website: https://www.sagapartners.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a n...
2020-10-2645 minThe Acquirers PodcastActivist Hedge: Nicole Boyson on activism in academia with Tobias Carlisle on The Acquirers PodcastProfessor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulatory arbitrage, hedge fund management, and hedge fund activism.
Twitter: https://twitter.com/nikir1
Website: https://damore-mckim.northeastern.edu/people/nicole-m-boyson/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with...
2020-09-2850 minThe Acquirers PodcastShrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers PodcastLarry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College.
The book: https://amzn.to/3mk1epd
Twitter: https://twitter.com/larryswedroe
Website: https://www.buckinghamwealthpartners.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We unc...
2020-09-211h 02The Acquirers PodcastFranco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers PodcastFrancisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with long-term holding periods (5-10+ years)
Twitter: https://twitter.com/FrancoOlivera
Website: N/A ABOUT THE PODCAST
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing suc...
2020-08-311h 02The Acquirers PodcastMoat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers PodcastBrian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small companies lead to high relative compounding. His firm manages institutional portfolios of small-cap and micro-cap common stocks in long-only, replicated separate accounts. Mr. Bares began his career by working his way up from the bottom. From compliance and operations, to trading and portfolio management, he garnered experience in nearly all aspects of running a boutique small-cap manager before starting his own company. He graduated from the University of Nebraska with a degree in Mathematics. Mr. Bares holds the Chartered Financial A...
2020-08-2457 minThe Acquirers PodcastSevere Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers PodcastChris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term investment approach, typically holding between 10 and 20 positions. Investments are made globally, with the historical average of foreign holdings representing approximately 40% of the strategy.
Website: http://www.mittlemanbrothers.com/
Twitter: N/A
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for fi...
2020-08-1746 minThe Acquirers PodcastTwo Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers PodcastMikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managing more than $5 billion in systematic equities for PineBridge Investments, including $1 billion in a Socially Responsible strategy, and managing $1+billion in multi-asset and alternative factor strategies for Forefront Analytics. Mikhail is an honors graduate of Brown University with a Bachelor of Science in Applied Mathematics and Economics, and holds an MBA degree from the Wharton Business School at the University of Pennsylvania. Mikhail is a CFA Charterholder.
W...
2020-08-0353 minThe Acquirers PodcastOdd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers PodcastNate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at oddballstocks.com.
Websites: https://www.completebankdata.com/ http://www.oddballstocks.com/
Twitter: https://twitter.com/oddballstocks
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing ri...
2020-07-271h 03The Acquirers PodcastDark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers PodcastMike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynamics, and the art of corporate war.
Website: http://www.nongaap.com/about-mike/
Twitter: https://twitter.com/nongaap
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and ma...
2020-07-201h 00The Acquirers PodcastCanada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers PodcastPaul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder of two public companies and CEO and director of another in the technology space.
Paul's firm: https://smallcapdiscoveries.com/about-us/
Paul's Twitter: https://twitter.com/PaulAndreola
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies fo...
2020-07-1349 minThe Acquirers PodcastCliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers PodcastCliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the Teaching Assistant for his dissertation adviser, Nobel laureate Eugene Fama and the economist, Kenneth French. Asness' doctoral dissertation was on "the performance of momentum trading, buying stocks with rising prices". Wikipedia credits Cliff with being the first to compile enough empirical evidence across a wide variety of markets to bring the ideas into the academic financial mainstream.
Cliff's firm: https://www.aqr.com/
Cliff's blog: https://ww...
2020-07-061h 09The Acquirers PodcastGrowth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers PodcastPartha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas of financial statement analysis, valuation of growth firms, implied cost of capital and executive compensation.
https://www.rotman.utoronto.ca/FacultyAndResearch/Faculty/FacultyBios/Mohanram#:~:text=Partha%20Mohanram%20is%20the%20John,of%20capital%20and%20executive%20compensation.
Partha's G_Score paper: Separating Winners from Losers Among Low Book-to-Market Stocks Using Financial Statement Analysis: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=403180
Fundamental Analysis: Combining the Search for Quality with t...
2020-06-2955 minThe Acquirers PodcastNiche Acquirer: Michael Girdley on Dura Software's hyper-niche software acquisition strategy with Tobias Carlisle on The Acquirers PodcastMichael Girdley is the Chairman of the Board and head of strategy at Dura Software. Previously, Michael was Managing Director of the Geekdom Fund, a seed-stage tech venture capital fund with $24 million under management that has invested in over 50 high-growth tech companies.
Michael's firm: https://dura.software/
Michael's blog: https://girdley.com/
Michael's Twitter: https://twitter.com/mgirdley
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buy...
2020-06-2255 minThe Acquirers PodcastMicro Machine: Maj Soueidan on nano cap investing with Tobias Carlisle on The Acquirers PodcastMaj Soueidan is a full-time investor of 30 years. He co-founded GeoInvesting to bring institutional quality investment research to the individual investor and help broaden the awareness of the opportunities that exist in the inefficient micro-cap universe. In addition to educating investors on winning equity strategies, Mr. Soueidan has been on a mission to protect investors from fraud and pump and dump schemes. He introduced the “China fraud” to Geoinvesting and through his research process, identified dozens of U.S. listed China stocks he concluded were frauds, so that the Geoinvesting team could perform exhaustive on-the-ground due diligence research on them...
2020-06-151h 11The Acquirers PodcastBusiness Analyst: John Huber talks quality businesses with Tobias Carlisle on The Acquirers PodcastJohn Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships. Saber invests in undervalued stocks of great businesses.
John's Twitter: https://twitter.com/JohnHuber72
John's website: http://sabercapitalmgt.com/about/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and str...
2020-06-081h 08The Acquirers PodcastDavos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers PodcastNicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for institutional clients. His background is in value investing, top-down global macro trading, and volatility markets, giving him a unique perspective on markets.
His firm: https://www.davosig.com/
His twitter: https://twitter.com/nicholaspardini
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, de...
2020-06-0157 minThe Acquirers PodcastBoutique RE: Moses Kagan's Adaptive on real estate investing with Tobias Carlisle on The Acquirers PodcastMoses Kagan is co-founder and partner at Adaptive Realty. He is responsible for financing, acquisitions and property management. Through Adaptive and predecessors, has overseen acquisition and renovation of 75 buildings totaling 542 units. Moses has a BA magna cum laude from Princeton and MA from the London School of Economics and Social Science.
Moses's firm website: https://www.adaptiverealty.com/
Moses's Twitter: https://twitter.com/moseskagan
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value in...
2020-05-2559 minThe Acquirers PodcastTulip Mania: Chris Bloomstran on Warren Buffett and Berkshire Hathaway with Tobias Carlisle on The Acquirers PodcastChristopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 20 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm's research and portfolio management effort. Prior to forming Semper Augustus in 1998 - in the midst of the stock market and technology bubble - Chris was a Vice President and Portfolio Manager at UMB Investment Advisors. While at UMB Investment Advisors, Chris managed the Trust Investment offices in St. Louis and Denver. Among his investment du...
2020-05-181h 15The Acquirers PodcasteSports NERD: Will Hershey on gaming, eSports and digital entertainment with Tobias Carlisle on The Acquirers PodcastWill Hershey is CEO and Co-Founder of Roundhill Investments. Will is responsible for the company's indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, where he traded the firm’s long/short equity fund and separate accounts, in addition to developing and maintaining a suite of 20+ custom indexes. Prior to his Head Trader role, Will was with Yorkville ETF Advisors, where he was instrumental in the creation and growth of two NYSE-listed ETFs by overseeing the trading and portfolio management of th...
2020-05-1144 minThe Acquirers PodcastExtreme Value: Dan Ferris on high-quality businesses with Tobias Carlisle on The Acquirers PodcastDan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on safe, cheap, profitable stocks. Dan joined Stansberry Research in 2000. He became editor of Extreme Value in 2002. Dan’s track record, candid voice, and deep research are why Extreme Value counts more than 20 major financial firms and well-known fund managers as subscribers.
Dan's websites: https://stansberryresearch.com/products/extreme-value/
Podcast: https://investorhour.com/
https://worlddominators.com/
Dan's Twitter: @dferris1961
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquir...
2020-05-0454 minThe Acquirers PodcastBaby Buffett: Permanent Equity's Brent Beshore on buying out small-to-medium businesses with Tobias Carlisle on The Acquirers PodcastBrent Beshore, the CEO/Founder of Permanent Equity, leads the firm, and more specifically the acquisition and diligence teams, while supporting portfolio company operators. Brent sits on the Tandy Leather (TLF) board of directors and is active in Love INC, a mid-Missouri-based non-profit.
Permanent Equity: https://www.permanentequity.com/
Brent's Twitter: https://twitter.com/BrentBeshore
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
W...
2020-04-2753 minThe Acquirers PodcastBerkshire.com: How Tiny's Andrew Wilkinson is building the Berkshire Hathaway of the Internet with Tobias Carlisle on The Acquirers PodcastAndrew Wilkinson is the co-founder of Tiny. In 2006, Andrew founded MetaLab, one of the world's top design agencies. After rapid growth, he used the profits to diversify into a variety of businesses, which today form Tiny. He has gone from working out of his apartment a little over a decade ago, to today overseeing a group of companies with over 300 employees and tens of millions in revenue.
Tiny: https://www.tinycapital.com/
Andrew's Twitter: https://twitter.com/awilkinson
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued...
2020-04-2045 minThe Acquirers PodcastTitan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias CarlisleClayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented approach that Titan uses today. He graduated from The Wharton School / University of Pennsylvania.
Titan: https://www.titanvest.com/
Clay's Twitter: https://twitter.com/virtualclay
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding go...
2020-04-1353 minThe Acquirers PodcastLong Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers PodcastTweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm's 100-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor. The firm's investment approach derives from the work of the late Benjamin Graham, co-author of the first textbook on investment research, Security Analysis (1934) and author of The Intelligent Investor (1949). Graham, through his investment firm Graham-Newman Corp., was one of the firm's primary brokerage clients in the 1930s, 1940s, and 1950s. It was through Graham that the original partners of the firm...
2020-03-301h 04The Acquirers PodcastSeed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers PodcastAlex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in Santa Monica. Alex is a 2002 graduate of Harvard University.
Alex's website: https://www.stagevp.com/
Alex's Twitter: https://twitter.com/AlexRubalcava
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and...
2020-03-1651 minThe Acquirers PodcastSmall Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers PodcastJeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and directors as he has trying to understand and value businesses. He has seen public companies that are poorly run, and some that willfully disenfranchise their shareholders. While he pays tribute to the ingenuity of public company investors, Gramm also exposes examples of shareholder activism at its very worst, when hedge funds engineer stealthy land-grabs at the expense of a company’s long term prospects. Ultimately, he provides a thorough, much-needed understanding of the public company/sha...
2020-03-0947 minThe Acquirers PodcastPassive Agro: Michael Green on the looming threat from passive indexing, shorting XIV and what value guys can do with Tobias Carlisle on The Acquirers PodcastMichael Green is Chief Strategist and Portfolio Manager at Logica Funds. Michael joined Logica in January 2020 after serving as portfolio manager for Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and d...
2020-03-021h 02The Acquirers PodcastDanger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers PodcastMark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio
Buy the book: https://amzn.to/2Pb43d5
Mark's Website: http://excellentinvesting.org/
Mark's Twitter: https://twitter.com/DangerCapital
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, an...
2020-02-241h 22The Acquirers PodcastPop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers PodcastDylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.
Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ranked Global Strategy team at Société Générale, and was individually ranked first in the Extel Survey of institutional investor opinion in 2011 and 2012.
Dylan started his career at Dresdner Kleinwort Wasserstein as an international economist and later prop trader. He is a graduate of Strathclyde University and the London School of Economi...
2020-02-1755 minThe Acquirers PodcastPrivate Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers PodcastLink to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh
Jonathan is President of Boyar’s Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983.
After graduating from Cornell University with a B.S. in Applied Economics and Business Management, Jonathan started his investment career at GAMCO Investors. He then joined Boyar where...
2020-02-0350 minThe Acquirers PodcastSimon Adler: Schroders Value Fund Manager on Recovery Value with Tobias Carlisle on The Acquirers PodcastSimon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds. He joined the value investment team in July 2016 to focus on UK institutional and ethical-value portfolios.
Simon's blog: https://www.schroders.com/en/uk/the-value-perspective/blog/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, h...
2020-01-2755 minThe Acquirers PodcastSupermugatu: Tyro's Dan McMurtrie on long/short equity, Bangladeshi VC and millennial dating with Tobias Carlisle on The Acquirers PodcastDaniel McMurtrie, better known as FinTwit's @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market: Thesis Overview.
Dan's firm: https://www.tyropartners.com/
Dan's Twitter: https://twitter.com/supermugatu
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, de...
2020-01-201h 31The Acquirers PodcastTransition Companies: Arquitos's Steven Kiel on balance-sheet-to-income statement investing with Tobias Carlisle on The Acquirers PodcastSteven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the controlling shareholders in Enterprise Diversified, Inc. (OTCQB: SYTE).
Steve's firm: https://www.arquitos.com/
Steve's Twitter: https://twitter.com/Steven_Kiel
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We...
2020-01-1352 minThe Acquirers PodcastJim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle on The Acquirers PodcastGregory Zuckerman is a "Special Writer" at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9.
He is also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The Frackers.
Greg's Twitter: https://twitter.com/GZuckerman
Greg at the WSJ: https://www.wsj.com/news/author/gregory-zuckerman
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hed...
2020-01-0646 minThe Acquirers PodcastValue Zone: Zona Value's Ivan Garcia talks value investing with the Acquirer's Multiple and the Magic Formula in Spain and Europe with Tobias Carlisle on The Acquirers PodcastJose Ivan Garcia of Spain's Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and European universe.
Zona Value's website: https://zonavalue.com/
Zona Value Twitter: https://twitter.com/zonavalue
Ivan's Twitter: https://twitter.com/J_Ivan_Garcia
Lorenzo's Twitter: https://twitter.com/L_serratosa
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep...
2019-12-3143 minThe Acquirers PodcastRobo-Analyst: New Constructs David Trainer on forensic accounting with Tobias Carlisle on The Acquirers PodcastNew Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings.
Articles on New Constructs:
Institutional Investor Beware Footnote Mischief: https://www.institutionalinvestor.com/article/b1j6v1zppkn7kf/Beware-Footnote-Mischief Integrity
Research: Novel Database is Better at Measuring and Predicting Core Earnings and Stock Prices http://www.integrity-research.com/novel-database-better-measuring-predicting-core-earnings-stock-prices/
MarketWatch: Earnings Are More Distorted Than Investors Realize https://www.marketwatch.com/story/companies-core-earnings-are-more-crazily-distorted-than-investors-realize-and-that-puts-stocks-at-risk-2019-11-23
Big Tech Leads Decline in Core Earnings https://www.newconstructs.com/big-tech-leads-decline-in-core-earnings/
Earnings Distor...
2019-12-2951 minThe Acquirers PodcastO Line: Holiday Special with Tim Kohn on the NFL, FinTwit, Coconuts and Australia-Truthing with Tobias Carlisle on The Acquirers PodcastTim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business development, relationship management, financial planning, portfolio construction, and wealth management.
He is the only former or current NFL football player to have earned the CFA charter.
Tim's Twitter: https://twitter.com/77cyko
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations....
2019-12-2549 minThe Acquirers PodcastEndowment Value: Mark Yusko on the endowment model, value investing and bitcoin, crypto and digital assets with Tobias Carlisle on The Acquirers PodcastMark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan Creek Capital Management, an investment management firm that advises pension funds, endowments and wealthy individuals.
Mark's firm website: https://www.morgancreekcap.com/
Morgan Digital: https://www.digitalassetindexfund.com/
Mark's Twitter: https://twitter.com/MarkYusko
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buy...
2019-12-1557 minThe Acquirers PodcastValue Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers PodcastVitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in Range-Bound Markets (Wiley Finance) and The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere
Vitaliy's website: https://contrarianedge.com/
Vitaliy's Twitter: https://twitter.com/vitaliyk
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
2019-12-081h 15The Acquirers PodcastUnit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers PodcastBluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund.
Twitter: https://twitter.com/BluegrassCap
Carlota Perez: http://reactionwheel.net/2015/10/the-deployment-age.html
Bluegrass's 13F screen: https://twitter.com/BluegrassCap/status/1162170920687083520
Bluegrass's portfolio themes: https://twitter.com/BluegrassCap/status/1096143237658693632
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and...
2019-12-0259 minThe Acquirers PodcastGrowth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers PodcastMarcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and consumer products. More recently, he led the acquisition and financing of commercial and residential real estate, and was an analyst at New York based hedge fund T2 Partners. Mr. Lima graduated from Cornell University with a Bachelor of Science in Engineering.
Marcelo's website: https://hellerhs.com/
Marcelo's Twitter: https://twitter.com/MarceloPLima
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The...
2019-11-151h 04The Acquirers PodcastEmerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers PodcastRashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her first stock at the age of 12. Her first experience managing an investment portfolio was at the age of 17, when she acted as a mini-endowment CIO. She sourced funding for an education NGO in the north of Thailand, which is her home, and invested the funding in a portfolio of equities, with the goal of providing sustainable cash flows in the form of dividends for the non-profit's cause while allowing the funding capital to appreciate...
2019-11-0849 minThe Acquirers PodcastAcquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers PodcastIan Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers multiple and Acquirers Funds, LLC. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. Ian started investing as a teenager and learned from losing his money over and over again. A Microcap is a public company with a market capitalization less than $300 million. Microcap companies are the smallest public companies that exist, representing 48% of all public companies in North...
2019-11-061h 09The Acquirers PodcastPractical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers PodcastJack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterholder. Prior to founding Validea Capital, Jack spent five years developing quantitative models...
2019-11-0154 minThe Acquirers PodcastMicro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers PodcastConnor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors, and a member of the exclusive ValueInvestorsClub.com. He has successfully managed a small and micro-cap focused personal investing account since 2007 and won numerous value investing competitions. Connor previously operated thevariantview.com, which analyzed small and micro-cap equity investment ideas.
Connor's website: https://www.altafoxcapital.com/
Connor's Twitter: https://twitter.com/altafoxcapital
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The...
2019-10-251h 04The Acquirers PodcastOwner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers PodcastJoseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC.
Prior to joining Old West, Joe spent five years as First Vice President at Aletheia Research and Management, Inc, which grew from $300 million in assets under management to roughly $ 11 billion. Joe began his career at the Century City office of Bear Stearns & Co., working in the private wealth management division.
Joe graduated from the Marshall School of Business at the University of Southern California, where he was a four year letterman and Academic All-American on USC’s National Championship Football Team.
...
2019-10-1843 minThe Acquirers PodcastBig Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers PodcastMichael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. He is also the author of three books, including More Than You Know: Finding Financial Wisdom in Unconventional Places, named in the The 100 Best Business Books of All Time by 800-CEO-Read. Michael has been an adjunct professor of finance at Columbia Business School since 1993, and received the Dean's Award for Teaching Excellence in 2009 and 2016. He is also chairman of the board of trustees of the...
2019-10-1158 minThe Acquirers PodcastSector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers PodcastLawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discusses the under-the-radar influence of uncompensated sector bets on the performance of value, small and micro, and international strategies.
Lawrence's blog: https://www.fortunefinancialadvisors.com/blog/
Lawrence's Twitter: https://twitter.com/lhamtil
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover t...
2019-10-041h 01The Acquirers PodcastReformed Broker: Josh Brown talks Wall Street's backstage with Tobias Carlisle on The Acquirers PodcastJosh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations. He is the author of the book Backstage Wall Street, (McGraw-Hill, 2012).
Josh blogs at https://thereformedbroker.com/, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecdotes, pop culture references, sarcasm, fact, fantasy and any other device that help to get his points across and easily understood.
Josh's blog: https://thereformedbroker.com/
Josh's Twitter: https://twitter.com/ReformedBroker
Josh's firm: https://ritholtzwealth.com/
2019-09-271h 05The Acquirers PodcastActivist Shorts: Kerrisdale's Sahm Adrangi talks short selling with Tobias Carlisle on The Acquirers PodcastSahm Adrangi is the Founder and Chief Investment Officer of Kerrisdale Capital Management. He has been involved in all aspects of the firm’s development since its founding in 2009. Adrangi launched the company with under $1 million and the firm currently manages several hundred million.
Best known for short selling and publishing research, Mr. Adrangi shares his firm’s views on stocks, such as under-followed longs and overhyped shorts, that are misunderstood by the market. Kerrisdale’s research seeks to correct broadly held misconceptions about these companies’ fundamental business prospects. Kerrisdale shares its research on its website, third-party investing...
2019-09-2040 minThe Acquirers PodcastCrypto Athlete: Tyrone Ross talks financial education with Tobias Carlisle on The Acquirers PodcastTyrone Ross is the Director of Financial Education at Exponential ETFs. Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. He is a graduate from Seton Hall University, and a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019.
Tyrone's Twitter: https://twitter.com/TR401
His personal website: http://www.tyroneross.io/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers...
2019-09-0650 minThe Acquirers PodcastVolatility Research: Benn Eifert discusses volatility with Tobias Carlisle on The Acquirers PodcastBenn Eifert co-founded QVR -- Quantitative Volatility Research -- with Tae Hong and Scott Toyama in San Francisco in April 2017.
QVR is a boutique SEC-registered investment advisor managing quantitatively-driven, options-and volatility-focused strategies across absolute return, risk premium and hedging needs.
Benn's firm website: https://www.qvradvisors.com/
Twitter: https://twitter.com/bennpeifert
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
W...
2019-08-3052 minThe Acquirers PodcastIntelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers PodcastMicrocap investor and founder of the Intelligent Fanatics and MicroCap Club Ian Cassell gives a masterclass in microcap investing.
Ian's websites: https://microcapclub.com/ https://intelligentfanatics.com/
Ian's firm: https://if.capital/
Ian's book: Intelligent Fanatics Project: How Great Leaders Build Sustainable Businesses
Twitter: https://twitter.com/iancassel , https://twitter.com/IntelligentCM and https://twitter.com/intelligentfan
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, a...
2019-08-231h 10The Acquirers PodcastMarket Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers PodcastDaniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm.
Dan's website: guiscardcapital.com.au
Dan's Twitter: https://twitter.com/market_fox
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
2019-08-1658 minThe Acquirers PodcastBuy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers PodcastEddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and hold shares of outstanding companies.
His blog is http://www.crossingwallstreet.com/
His Twitter handle is https://twitter.com/EddyElfenbein
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good in...
2019-08-091h 01The Acquirers PodcastShort iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers PodcastKerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short.
Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company trading at over 15x sales despite facing multiple factors that will dramatically cut its revenue growth in the coming years. iRhythm’s Zio, developed over a decade ago and accounting for nearly all the company’s $150m in sales, is a one-lead heart rate monitor in patch form. This “extended Holter monitor” is worn by patients for up to 14 days, during which the device continuously records heart rhythm data. Each app...
2019-08-0611 minThe Acquirers PodcastKnown Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers PodcastZach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and bonds.
His firm: https://bulwarkcapitalmgmt.com/
His Twitter handle: https://twitter.com/kyrradio
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, m...
2019-08-031h 06The Acquirers PodcastFinancial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers PodcastTim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks: https://marketfy.com/item/banking-on-profit/ . Before writing full time, Tim was vice president at Ferris Baker Watts, a boutique investment firm, where he specialized in deep value investing. He has also worked as a stockbroker, advisor and portfolio manager.
His Twitter handle is https://twitter.com/timmelvin
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers...
2019-07-2653 minThe Acquirers PodcastAdaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers PodcastAdam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/
He is the co-author of "Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad:" https://amzn.to/2JMlDkl
Adam’s work is published on ReSolve’s research blog, Gestalt U https://gestaltu.com/
His Twitter handle is https://twitter.com/gestaltu
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activi...
2019-07-191h 10The Acquirers PodcastSuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers PodcastDr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gordon Institute of Business Science, University of Pretoria, South Africa.
In 1996, Adrian created an investment portfolio called “SuperDogs” to capture what he believed to be the essence of investing: finding good assets--that’s the “super” part--at unloved prices--that’s the “dog” part. We talk about what he has learned running a deep value portfolio for 24 years and investing in South Africa.
Adrian's Twitter handle: https://twitter.com/Adri...
2019-07-1255 minThe Acquirers PodcastSmall Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers PodcastEric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing.
Eric's firm: https://www.palmvalleycapital.com/
Eric's blog: https://www.palmvalleycapital.com/commentary
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for f...
2019-07-0558 minThe Acquirers PodcastAussie Lynch: Peter Morgan talks about Peter Lynch-style value investment in Australia with Tobias Carlisle on The Acquirers PodcastPeter Morgan is one of Australia's most respected value fund managers. He had a stellar career as head of investments at Perpetual Limited (ASX.PPT) where he managed AU$13 billion (~US$9 billion) averaging 14.3% per year from 1994 to 2002. In 2002 he left to launch 452 Capital, which grew to AU$4 billion (~US$2.8 billion) under management at its peak. In 2009 he was diagnosed with terminal brain cancer, and given only a few months to live. We discuss Peter Lynch-style value investing in Australia and his life since quitting the business a decade ago.
Peter's twitter handle is
ABOUT THE P...
2019-06-281h 00The Acquirers PodcastRussian Bear: Peter Rabover talks concentrated microcap investing and special situations with Tobias Carlisle on the Acquirers PodcastPeter "Russian Bear" Rabover, CFA is the Managing Director at Artko Capital based in San Carlos, California. Peter specializes in concentrated microcap investing and special situations.
Peter's firm, Artko Capital, at Harvest: https://www.hvst.com/organization/art-capital-lp
Peter's firm Twitter account: https://twitter.com/ArtkoCapital
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding go...
2019-06-2157 minThe Acquirers PodcastBrewster's Millions: William "Bill" Brewster talks business analysis to Tobias Carlisle on The Acquirers PodcastBill Brewster is a research analyst at SullimarCapital Group, his family firm. After getting a double major in Finance and Accounting at Auburn University he graduated Loyola University School of Law and passed the Bar. He got a business education as a flooring franchisee through the 2007-2009 housing bust before finally working as a credit analyst for BMO Harris Bank. He's a card carrying member of the Berkshire Cult, and one of the finest business analysts around.
You can follow his writing at https://sullimarcapital.group/
His Twitter account is https://twitter.com/BillBrewsterSCG
2019-06-141h 00The Acquirers PodcastFreedom Weight: Life+Liberty Index's Perth Tolle talks about investing in emerging markets to Tobias Carlisle on The Acquirers PodcastPerth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index, now tracked by the Freedom 100 Emerging Markets ETF ($FRDM).
Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation.
Perth's Website: https://w...
2019-06-0755 minThe Acquirers PodcastWhat Works: Investor, Entrepreneur and Author Jim O'Shaughnessy talks to Tobias Carlisle on The Acquirers PodcastJames P. O'Shaughnessy is an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut: https://osam.com/
Jim published his first book Invest Like the Best in 1994, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the Markets of Tomorrow in 2006.
Jim's Full-Auto Gif Machine: https://twitter.com/jposhaughnessy
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
T...
2019-05-311h 11
The Acquirers PodcastSMID Value: Cove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers PodcastCove Street's Ben Claremon talks to Tobias Carlisle on The Acquirers Podcast about the secret to investing in small and mid cap value stocks
Website: Cove Street Capital
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
SEE LATEST EPISODES
https://acquirersmultiple.co...
2019-05-2457 minThe Acquirers PodcastPrivate Equity in Public Markets: Verdad's Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers PodcastVerdad's Founder and Portfolio Manager Dan Rasmussen talks about his replication of private equity investing in the public markets using undervalued, levered, small-cap stocks.
Verdad's website: http://verdadcap.com/
Dan's twitter handle: https://twitter.com/verdadcap
Dan's book, American Uprising: The Untold Story of America's Largest Slave Revolt: https://amzn.to/2W8hBLl
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
2019-05-1757 minThe Acquirers PodcastGuru Stocks: Validea's Justin Carbonneau talks about replicating guru value investors' strategies to Tobias Carlisle of The Acquirers PodcastJustin Carbonneau shares how Validea quantitatively replicates the strategies of the gurus of value investing and the Validea Market Legends ETF (VALX)
https://www.twitter.com/jjcarbonneau
https://www.validea.com/
https://www.valideacapital.com/
https://www.valideafunds.com/market-legends-etf
http://blog.validea.com/the-double-edged-sword-of-avoiding-value-traps/
https://www.researchaffiliates.com/documents/events/2019-advisor-symposium/are_valuations_irrelevant-rob_arnott.pdf
https://www.validea.com/tobias-carlisle
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The p...
2019-05-101h 00The Acquirers PodcastBear Sh*tting: Jesse Felder of the Felder Report discusses US equity risks with Tobias Carlisle on the Acquirers PodcastJesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities.
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
SEE LATEST EPISODES
https://acquirersmultiple.com/podcast/
SEE OUR FREE DEEP VALUE STOCK S...
2019-05-031h 02The Acquirers PodcastMarvel's Hidden Assets: Joseph Calandro Jr. chats to Tobias Carlisle on the Acquirers PodcastJoseph Calandro Jr, of Applied Value Investing, chats to Tobias Carlisle on the Acquirers Podcast about Joe's new paper, "M&A deal-making: Disney, Marvel and the value of “hidden assets”
Joseph Calandro, Jr., is the Managing Director of a global consulting firm, a Fellow of the Gabelli Center for Global Security Analysis at Fordham University (jtacalandro@yahoo.com), author of Applied Value Investing (NY: McGraw-Hill, 2009) and a contributing editor of Strategy & Leadership.
Joe's paper: Joseph Calandro Jr., (2019) "M&A deal-making: Disney, Marvel and the value of “hidden assets”", Strategy & Leadership, https://doi.org/10.1108/SL-02-2019-0023
2019-04-2648 minThe Acquirers PodcastTrue Value: Tim Travis chats value and options with Tobias Carlisle on The Acquirers PodcastTim Travis is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to generate income, reduce risk, and add an element of timing. Tim is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management, a California-based Registered Investment Advisor that manages accounts for both individual and institutional investors. http://www.ttvalueinvesting.com/tim-travis/
ABOUT THE PODCAST
Hi, I'm...
2019-04-191h 01The Acquirers PodcastBig Mistakes: Michael Batnick, RWS's Director of Research chats to Tobias Carlisle on the Acquirers PodcastMichael Batnick, RWS's Director of Research chats to Tobias Carlisle on The Acquirers Podcast about his new book, Big Mistakes: The Best Investors and Their Worst Investments (Bloomberg).
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
SEE LATEST EPISODES
https://acquirersmultiple.com/podcast/
2019-04-1254 minThe Acquirers PodcastREVERSE: Phil Bak, Chief Executive of Exponential ETFs chats with Tobias Carlisle on the Acquirers PodcastPhil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and the Reverse Cap Weighted U.S. Large Cap ETF (RVRS)
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
2019-04-0544 minThe Acquirers PodcastThe Contrarian: Mark Jones of Pragmatic Capital talks to Tobias Carlisle on the Acquirers PodcastMark Jones of Pragmatic Capital Management, L.P. (https://www.pragmaticcap.com/)
Mark has developed an investment strategy based on the quantitative analysis of the highest return investments over a 15-year period. Mark combines quantitative analysis and deep, single-name research to identify stocks at a turning point.
Mark has held multiple #1 rankings on a rolling LTM (Last-Twelve-Months) basis on SumZero, an idea sharing platform with over 10,000 professional investors.
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding un...
2019-03-2957 min