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The Acquirers Podcast

The Acquirers Podcast

Business:Investing

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

2023-02-06
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/

About Jake: Journalytic

Jake is a partner at Farnam Street: http://farnam-street.com/vah

Jake's podcast: https://twitter.com/5_GQs

Jake's Twitter: https://twitter.com/farnamjake1

Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

About Bill: Bill runs Sullimar Capital Group, a family investment firm.

Bill's website: https://sullimarcapital.group/

Bill's Twitter: @BillBrewsterSCG

ABOUT THE PODCAST

Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of 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 SCREENER

https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Website: https://acquirersmultiple.com/

Firm: https://acquirersfunds.com/

Twitter: https://twitter.com/Greenbackd

LinkedIn: https://www.linkedin.com/in/tobycarlisle

Facebook: https://www.facebook.com/tobiascarlisle

Instagram: https://www.instagram.com/tobias_carlisle

ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

view more

More Episodes

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree
2023-07-24
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
2023-07-17
Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK
2023-07-03
Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital
2023-06-26
Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
2023-06-19
Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value
2023-06-12
Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market
2023-06-05
Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes
2023-05-29
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
2023-05-22
Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb
2023-05-15
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries
2023-05-08
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
2023-05-01
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
2023-04-24
Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
2023-04-17
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
2023-04-10
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value
2023-04-03
Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion
2023-03-27
Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch
2023-03-20
Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit
2023-03-13
Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown
2023-03-06
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