The Acquirers Podcast

Tobias Carlisle
  • 4.6 (303)
  • Investing
  • Weekly

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.

  1. 1d ago

    The Quality Growth Playbook for Biotech | David Ferreiro

    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at acquirersmultiple.com/podcast About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── 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 ⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠ FOLLOW TOBIAS ⁠⁠Acquirers Multiple⁠⁠⁠⁠Acquirers Funds⁠⁠ ⁠⁠Twitter⁠⁠ ⁠⁠LinkedIn⁠⁠ ⁠⁠Facebook⁠⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠Crash Test Dummy⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    The Quality Growth Playbook for Biotech | David Ferreiro

  2. 6d ago

    Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 ⁠⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠⁠ FOLLOW TOBIAS ⁠⁠⁠Acquirers Multiple⁠⁠⁠⁠⁠⁠Acquirers Funds⁠⁠⁠ ⁠⁠⁠Twitter⁠⁠⁠ ⁠⁠⁠LinkedIn⁠⁠⁠ ⁠⁠⁠Facebook⁠⁠⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠⁠Crash Test Dummy⁠⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

  3. Nov 5

    The Best Business You've Never Heard Of | Todd Wenning

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 ⁠⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠⁠ FOLLOW TOBIAS ⁠⁠⁠Acquirers Multiple⁠⁠⁠⁠⁠⁠Acquirers Funds⁠⁠⁠ ⁠⁠⁠Twitter⁠⁠⁠ ⁠⁠⁠LinkedIn⁠⁠⁠ ⁠⁠⁠Facebook⁠⁠⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠⁠Crash Test Dummy⁠⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    The Best Business You've Never Heard Of | Todd Wenning

  4. Oct 31

    Who Pays for the AI Boom? Big Tech’s Financing Problem

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 ⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠ FOLLOW TOBIAS ⁠⁠Acquirers Multiple⁠⁠⁠⁠Acquirers Funds⁠⁠ ⁠⁠Twitter⁠⁠ ⁠⁠LinkedIn⁠⁠ ⁠⁠Facebook⁠⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠Crash Test Dummy⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    Who Pays for the AI Boom? Big Tech’s Financing Problem

  5. Oct 29

    Tim Melvin: Finding Value Where Wall Street Isn’t Looking

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via  ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 ⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠ FOLLOW TOBIAS ⁠⁠Acquirers Multiple⁠⁠⁠⁠Acquirers Funds⁠⁠ ⁠⁠Twitter⁠⁠ ⁠⁠LinkedIn⁠⁠ ⁠⁠Facebook⁠⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠Crash Test Dummy⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    Tim Melvin: Finding Value Where Wall Street Isn’t Looking

  6. Oct 24

    Why Buffett Would Be Short the “AI Horses” Right Now

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via  ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 ⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠ FOLLOW TOBIAS ⁠Acquirers Multiple⁠⁠Acquirers Funds⁠ ⁠Twitter⁠ ⁠LinkedIn⁠ ⁠Facebook⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠Crash Test Dummy⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    Why Buffett Would Be Short the “AI Horses” Right Now

  7. Oct 22

    The End Is Nigh. Buy Here?

    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via  ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via  ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── 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 ⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠ FOLLOW TOBIAS ⁠Acquirers Multiple⁠⁠Acquirers Funds⁠ ⁠Twitter⁠ ⁠LinkedIn⁠ ⁠Facebook⁠ ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently ⁠Crash Test Dummy⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    The End Is Nigh. Buy Here?

  8. Oct 17

    MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast

    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis. My new book ⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠ is now available via  ⁠⁠https://link.amazon/B04hl5L95⁠⁠ ────────────────────── ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria. Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ────────────────────── See our latest episodes at https://acquirersmultiple.com/podcast 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 SEE OUR FREE DEEP VALUE STOCK SCREENER FOLLOW TOBIAS Acquirers MultipleAcquirers Funds Twitter LinkedIn Facebook ABOUT TOBIAS CARLISLE Principal, Acquirers Funds. Author of books on investing, most recently Crash Test Dummy. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.

    MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast
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Hosts & Guests

4.6
out of 5
303 Ratings

About

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.

Information

  • Creator
    Tobias Carlisle
  • Years Active
    2019 - 2026
  • Episodes
    457
  • Rating
    Clean
  • Copyright
    © Tobias Carlisle
  • Show Website
    The Acquirers Podcast

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