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The Acquirers Podcast

The Acquirers Podcast

Business:Investing

Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

2023-05-22
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ 

John L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from the University of Richmond and received an MBA from the Tulane Freeman School of Business, where he graduated as a member of the Beta Gamma Sigma International Business Honor Society. Twitter: https://twitter.com/JRogrow

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

Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06
2026-02-19
Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05
2026-02-12
Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04
2026-02-05
Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCM | S08 E03
2026-01-29
Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02
2026-01-22
Gary Mishuris on $PHIN and $WBD, options and intrinsic value investing | S08 E01
2026-01-15
Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45
2025-12-18
Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44
2025-12-11
Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43
2025-12-04
Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42
2025-11-27
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
2025-11-20
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
2025-11-13
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
2025-11-06
Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38
2025-10-30
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
2025-10-23
SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36
2025-10-16
Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
2025-10-09
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
2025-10-01
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
2025-09-26
Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32
2025-09-18
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