108 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
    • 4.8, 133 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.

    Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast

    Canada Micro: Paul Andreola on microcap investing with Tobias Carlisle on The Acquirers Podcast

    Paul Andreola seeks fundamental cash flow and earnings in micro-cap and smallcap companies. Paul has 30 years of smallcap experience as the co-founder of two public companies and CEO and director of another in the technology space.  

    Paul's firm: https://smallcapdiscoveries.com/about-us/ 

    Paul's Twitter: https://twitter.com/PaulAndreola

    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

    • 50 min
    Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?

    Value: After Hours LIVE S02E27: Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?

    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://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 4 min
    Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast

    Cliff's Perspective: AQR's Clifford Asness on fundamental analysis and systematic value with Tobias Carlisle on The Acquirers Podcast

    Cliff Asness is the co-founder of AQR Capital Management, a quantitative hedge fund firm. Cliff completed his PhD in finance at the University of Chicago in 1994. Asness was the Teaching Assistant for his dissertation adviser, Nobel laureate Eugene Fama and the economist, Kenneth French. Asness' doctoral dissertation was on "the performance of momentum trading, buying stocks with rising prices". Wikipedia credits Cliff with being the first to compile enough empirical evidence across a wide variety of markets to bring the ideas into the academic financial mainstream.  

    Cliff's firm: https://www.aqr.com/ 

    Cliff's blog: https://www.aqr.com/Insights/Perspectives 

    Cliff's Twitter: https://twitter.com/CliffordAsness   

    Is (Systematic) Value Investing Dead? May 8, 2020 https://www.aqr.com/Insights/Perspectives/Is-Systematic-Value-Investing-Dead  

    The Valuesburg Address February 27, 2020 https://www.aqr.com/Insights/Perspectives/The-Valuesburg-Address  

    Never Has a Venial Sin Been Punished This Quickly and Violently! February 19, 2020 https://www.aqr.com/Insights/Perspectives/Never-Has-a-Venial-Sin-Been-Punished-This-Quickly-and-Violently  

    It’s Time for a Venial Value-Timing Sin November 7, 2019 https://www.aqr.com/Insights/Perspectives/Its-Time-for-a-Venial-Value-Timing-Sin

    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

    • 1 hr 10 min
    Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT

    Value: After Hours LIVE S02E26: Bill's Robinhood Follow-up, Bernstein's Deep Risk, Quality at an Unreasonable Price: $INTC and $LMT

    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://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 4 min
    Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers Podcast

    Growth Score: Partha Mohanram on his how he finds the winners in the expensive / glamour stocks with his G-Score with Tobias Carlisle on the Acquirers Podcast

    Partha Mohanram is the John H. Watson Chair in Value Investing and Area Coordinator of Accounting at Rotman. He has published extensively in the areas of financial statement analysis, valuation of growth firms, implied cost of capital and executive compensation.

    https://www.rotman.utoronto.ca/FacultyAndResearch/Faculty/FacultyBios/Mohanram#:~:text=Partha%20Mohanram%20is%20the%20John,of%20capital%20and%20executive%20compensation.

    Partha's G_Score paper: Separating Winners from Losers Among Low Book-to-Market Stocks Using Financial Statement Analysis: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=403180  

    Fundamental Analysis: Combining the Search for Quality with the Search for Value: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3129156  

    Stock-based Compensation, Financial Analysts, and Equity Overvaluation: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3439089

    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
    Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement

    Value: After Hours LIVE S02E25: Dark Matter, Treacherous Markets and Bill's Robinhood Statement

    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/ 

    https://acquirersmultiple.com/2020/05/is-value-a-value-trap/

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

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

    Bill's Twitter: @BillBrewsterSCG

    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment.

    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 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.

    • 51 min

Customer Reviews

4.8 out of 5
133 Ratings

133 Ratings

Jasondekdebrun ,

Value After Hours Rocks!

Value After Hours is my single favorite investing podcast, and even a great news source to keep up weekly on things happening in the world of finance. If you are an aspiring professional investor, you absolutely can’t beat this mix of Brewster’s witty commentary, Carlisle’s deep quantitative insight, and Taylor’s fascinating connections between investing and other realms of intellectual curiosity. Two big thumbs up!

Clarisse Gomez ,

Awesome Podcast!!!

Tobias, host of The Acquirers Podcast, highlights all aspects of investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

a-train11111 ,

Beat financial podcast on itunes!

Love the podcast!

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