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Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast
Season 2 Episode 82
Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and Es…
6 years, 1 month ago
Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator
Season 2 Episode 35
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 1 month ago
FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers Podcast
Season 2 Episode 81
Scott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, i…
6 years, 1 month ago
Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
Season 2 Episode 34
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 1 month ago
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers Podcast
Season 2 Episode 81
Francisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with…
6 years, 1 month ago
Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPM
Season 2 Episode 33
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 2 months ago
Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers Podcast
Season 2 Episode 80
Brian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small compani…
6 years, 2 months ago
Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics
Season 2 Episode 32
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 2 months ago
Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
Season 2 Episode 79
Chris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term invest…
6 years, 2 months ago
Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
Season 2 Episode 31
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 2 months ago