135 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

    • Investing
    • 5.0 • 3 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 S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA

    Value: After Hours S02 E41 Sushi Roll Economics, Loeb's Mickey Mouse Activism $DIS, $CMCSA

    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/ 

    Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth

    About Jake: Jake is a partner at Farnam Street.

    Jake's website: http://www.farnam-street.com/

    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 3 min
    Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast

    Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast

    Matt Sweeney's Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. Laughing Water Capital follows a concentrated approach to equity investing, typically owning 10 - 15 businesses at a time. Sweeney often buys shares in companies that are out of favor on Wall Street due to some sort of operational, optical, or structural problem that we believe is within management’s ability to fix, given enough time. This problem results in a cheap purchase price, and over time Sweeney expects Laughing Water's investments to benefit from both operational improvements and a re-rating as the market’s view shifts from pessimism to optimism. 

    Twitter: https://twitter.com/laughingh20cap 

    Website: https://www.laughingwatercapital.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 luck, and maximizing success.

    SEE LATEST EPISODES

    https://acquirersmultiple.com/podcast/

    SEE OUR FREE DEEP VALUE STOCK SCREENER

    https://acquirersmultiple.com/screener/

    FOLLOW TOBIAS

    Firm: https://acquirersfunds.com/

    Website: https://acquirersmultiple.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 comp

    • 46 min
    Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR

    Value: After Hours S02 E40 Inflation and Value, Puggy Pearson's Portfolio, Aerospace and $SPR

    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/ 

    Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth

    About Jake: Jake is a partner at Farnam Street.

    Jake's website: http://www.farnam-street.com/

    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
    Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast

    Applied Value: David Horn on the Columbia Applied Value course with Tobias on The Acquirers Podcast

    David Horn is the Adjunct Associate Professor of Business in Finance at Columbia where he teaches Applied Value Investing. He is the Managing Partner of Kiron Advisors LLC which serves as the Investment Advisor for Kiron Partners L.P. Prior to founding the firm in 2006, Mr. Horn served as a research analyst at Perennial Partners, a long/short value oriented fund, from 2004-2005.   

    Twitter: https://twitter.com/davidmarchorn

    Website: 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 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

    Firm: https://acquirersfunds.com/

    Website: https://acquirersmultiple.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 comp

    • 57 min
    Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards

    Value: After Hours S02 E39 Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards

    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/ 

    Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth

    About Jake: Jake is a partner at Farnam Street.

    Jake's website: http://www.farnam-street.com/

    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
    Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast

    Mutiny Fund: Pearson and Buck on "Black Swan" Volatility with Tobias on The Acquirers Podcast

    Mutiny is a ‘black swan’ investment strategy. It is a form of ‘antifragility’ or ‘crisis alpha’ intended to achieve large asymmetric gains in times of high volatility or tail risk such as the 1987 flash crash, 1998-2001 dot com rise and crash, or 2008 financial crisis.  

    Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. Taylor Pearson is an entrepreneur, investor and author of The End of Jobs.  

    Twitter: https://twitter.com/JasonMutiny 

    https://twitter.com/TaylorPearsonMe  

    Website: https://mutinyfund.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 luck, and maximizing success.

    SEE LATEST EPISODES

    https://acquirersmultiple.com/podcast/

    SEE OUR FREE DEEP VALUE STOCK SCREENER

    https://acquirersmultiple.com/screener/

    FOLLOW TOBIAS

    Firm: https://acquirersfunds.com/

    Website: https://acquirersmultiple.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 comp

    • 55 min

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