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Artwork for The Acquirers Podcast

The Acquirers Podcast

Tobias Carlisle
Value Investing
Investment Strategies
Inflation
Small Cap Stocks
Investing
Warren Buffett
Investment Strategy
Gold
Berkshire Hathaway
China
Tesla
Microcap Investing
Artificial Intelligence
Oil Prices
Cannabis
Behavioral Finance
Cyclical Stocks
Emerging Market Equities
Market Volatility
S&P 500

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.

PublishesWeeklyEpisodes433Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

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.

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VALUE OPTIONS LETTERTh... more

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-T... more

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Ta... more

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Tak... more

Key Facts

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Contact Information
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Number of Listeners
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People also subscribe to these shows.

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Recent Guests

Jay Hill
Partner at Tweedy Browne; value investor and co-presenter on investment philosophy
Tweedy Browne
Episode: Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17
John Spears
Partner at Tweedy Browne; value investor with focus on private market value and mergers
Tweedy Browne
Episode: Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17
Matt Tuttle
Founder of Tuttle Capital, known for Short Arc & inverse Kramer ETFs
Tuttle Capital
Episode: Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15
Charles Lemonides
CIO and founder of ValueWorks LLC
ValueWorks LLC
Episode: Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12
Christopher Bloomstran
Investing expert from Semper Augustus
Semper Augustus
Episode: Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14
Mark Cooper
Portfolio manager, Alpha Mac Alpha Capital (MAC Alpha)
MAC Alpha Capital
Episode: Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13
Eric Jorgenson
Author of The Book of Elon
Scribe Media / Elon Musk book author
Episode: Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11
Tim Travis
Founder/Manager of T&T Capital Management discussed as guest on the episode
T&T Capital Management
Episode: Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10
Alexander Roepers
Founder and Chief Investment Officer of Atlantic Investment Management
Atlantic Investment Management
Episode: Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

Hosts

Tobias Carlisle
Host of Value After Hours and Co-host of The Acquirers Podcast, Tobias brings deep insights into value investing and market strategies, often focusing on intrinsic value and investment analysis.
Jake Taylor
Co-host of Value After Hours and The Acquirers Podcast, Jake focuses on investment strategies and market analysis, providing valuable insights into financial discussions.

Reviews

4.7 out of 5 stars from 745 ratings
  • Commiserating on value

    I love the veggies and value perspective. The podcast is what you will hear sitting in the office overhearing your coworkers.

    Apple Podcasts
    5
    EddieKentuckyBlue
    United States8 months ago
  • Fantastic Value Investing Podcast

    Tobias, Jake, and Bill are an excellent standing panel that walk through the value investing topics du jour. The format changes occasionally from panel to 1-on-1 interview. The guests are always fantastic and interesting. Highly recommend!

    Apple Podcasts
    5
    D$$$Anders
    United Statesa year ago
  • Noise

    I feel sorry for Jake. He deserves better. His vege’s segment is the only redeeming feature of this show - plus the odd professional guest. Otherwise, it’s a complete waste of time - primarily because of Tobias. The quality of his questions and commentary reveal a total lack of insight and depth.

    Apple Podcasts
    2
    OldWhig
    Australiaa year ago
  • Remove Bill

    I agree with most other listeners that Bill brings this show down. He doesn’t bring much to the table. He complains and is very cynical about almost everything he talks about. The other two guys are fantastic. This is my opinion obviously, and I don’t mean to sound rude, but I am being honest with how I feel about this show. Truth hurts sometimes.

    Apple Podcasts
    3
    Bodestiny
    United States4 years ago
  • Too Many F-bombs

    This is an entertaining podcast with some interesting observations contained within the banter, however; at times it sounds more like a college dormitory. One of the speakers giggles a lot and then throws out F-bombs for shock value.

    Apple Podcasts
    2
    Mr. Schmidlapp
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful discussions on investment strategies and the quality of expert guests.
There are mixed feelings about the dynamic between hosts, with some feeling certain personalities detract from the overall quality.
Overall, the podcast is praised for its depth of content and practical investment insights.
The hosts have a strong ability to break down complex financial topics into understandable segments.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
Q: Alex, could you take us through one or two names in your portfolio to understand the application of the strategy to an individual name?
Roepers discusses Kirby Corporation (KEX) as his largest holding in the US, detailing its barge business, pricing dynamics, and potential upside from distribution services and energy demand, illustrating how their mid-cap, value-oriented approach is applied to a real company.
Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10
Q: Could you walk us through the mechanics of the cash secured put sale?
Selling a put is a bullish strategy that collects premium upfront and, if the stock stays above the strike, you simply keep the premium; if it falls below, you may be obligated to buy the stock at the strike, but you've already secured a cushion through the premium.
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08
Q: Derek, can you explain your strategy to us, please?
I approach banks and financials with a deep-value lens focused on cheap valuations, potential catalysts that could rerate multiples, and balance sheet quality, aiming for situations where earnings can grow and the multiple can expand, often using a leveraged long/short structure.
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
Q: What do you want the readers to take away from your memoir?
I hope it honors the memory of my friends and brings their personalities to life for those who may have lost them.
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
Q: Can you take us through the thesis on booking.com when you bought it?
We believed the stock was undervalued due to temporary interruptions in travel caused by COVID.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Acquirers Podcast

What is The Acquirers Podcast about and what kind of topics does it cover?

Content mainly revolves around value investing, focusing on the strategies and tactics employed by seasoned investors to identify undervalued stocks. Episodes frequently feature expert guests from the finance sector who share insights into investment strategies, market trends, and macroeconomic factors affecting investment decisions. Listeners can expect discussions on diverse topics such as hedge funds, shareholder activism, and special situations in investing, all aimed at enhancing understanding and application of value investing principles. This podcast stands out for its in-depth analysis of specific investment opportunities and the experiences shared by successful investors, making it especially appealing to both novice and experience... more

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To see how many followers or subscribers The Acquirers Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Acquirers Podcast?

These podcasts share a similar audience with The Acquirers Podcast:

1. Yet Another Value Podcast
2. Focused Compounding
3. Value Investing with Legends
4. The Meb Faber Show - Better Investing
5. Value Hive Podcast

How many episodes of The Acquirers Podcast are there?

The Acquirers Podcast launched 7 years ago and published 433 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Acquirers Podcast?

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What guests have appeared on The Acquirers Podcast?

Recent guests on The Acquirers Podcast include:

1. Jay Hill
2. John Spears
3. Matt Tuttle
4. Charles Lemonides
5. Christopher Bloomstran
6. Mark Cooper
7. Eric Jorgenson
8. Tim Travis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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