Podcast Episodes
Back to Search
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment.
About Jake: Jake is a partner at Farnam Stree…
6 years, 10 months ago
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 40
Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both…
6 years, 10 months ago
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 39
Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and …
6 years, 11 months ago
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 38
Rashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her fi…
6 years, 11 months ago
Acquirers Funds: Tobias Carlisle chats the acquirer's multiple and deep value with Ian Cassel on The Acquirers Podcast
Season 1 Episode 37
Ian Cassel is Chief Investment Officer at Intelligent Fanatics Capital Management. He turns the tables on Tobias to discuss deep value, the acquirers…
6 years, 11 months ago
Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 36
Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall ope…
6 years, 11 months ago
Micro Master: Connor Haley talks long/short microcaps with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 35
Connor Haley is Managing Partner at Alta Fox Capital Management, LLC. He is the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap…
6 years, 11 months ago
Owner Managers: Joseph Boskovich talks about finding great owner/operators with Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 34
Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC.
Prior to joining Old West, Joe spent five years as First …
7 years ago
Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate to Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 33
Michael J. Mauboussin is Director of Research at BlueMountain Capital Management. Prior to joining BlueMountain, he was Head of Global Financial Stra…
7 years ago
Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast
Season 1 Episode 32
Lawrence Hamtil is a Leawood, Kansas-based wealth manager at Fortune Financial. Through his blog and his Twitter account, Lawrence frequently discuss…
7 years ago