257 episodes

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.

The Acquirers Podcast Tobias Carlisle

    • Business
    • 4.9 • 55 Ratings

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.

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

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 1 hr
    Value After Hours S04 E22: Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 58 min
    Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 1 hr
    Value After Hours S04 E20: Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 59 min
    Value After Hours S04 E19: NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear?

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 1 hr 1 min
    Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine

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

    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: Jake is a partner at Farnam Street.

    Jake's website: 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.

    • 1 hr

Customer Reviews

4.9 out of 5
55 Ratings

55 Ratings

REIexpert101 ,

Amazing!

Very informative podcast! Covers a ton of great content, I’d highly recommend it!

Dion S G Investor ,

Excellent podcast

This podcast is a must for serious investors. Tobias articulates his views clearly and demonstrates how to put into practice through empirical examples. In addition, he provides multiple sources to find the next best investment to fill the gap in your portfolio. If you want to learn about the minutia of portfolio management; position sizing, factors to consider, micro/macro considerations, financial statements, historical data (which has flipped my view), and leveraging growth vs. value academic research(and much more) this is the podcast. Very entertaining, and the ideas expressed have created some very profitable opportunities for my portfolio. Read his books and listen to the podcast... I’m guessing the probability of his view creating profit is very high at our current situation. Thanks Tobias for keeping me inspired. Love the podcast!

notoriousbigdan ,

One of the ten ...

Fantastic show and especially enjoy the after hours dialogue between Toby, Bill and Jake. This is one of the best investor podcasts out there. Don’t be scared away even though they are classified as ‘value’.... this is important conversation and entertaining for all types of investors.

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