The Acquirers Podcast
Business

The Acquirers Podcast

by Tobias Carlisle

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.

102 episodes
EN language
All Episodes
1
Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11
1:02:12 Mar 26, 2026
2
Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10
58:52 Mar 19, 2026
3
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
1:00:54 Mar 12, 2026
4
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08
1:00:27 Mar 5, 2026
5
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
59:56 Feb 26, 2026
6
Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06
59:40 Feb 19, 2026
7
Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05
49:16 Feb 12, 2026
8
Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04
1:02:29 Feb 5, 2026
9
Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCM | S08 E03
1:00:52 Jan 29, 2026
10
Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02
59:55 Jan 22, 2026
11
Gary Mishuris on $PHIN and $WBD, options and intrinsic value investing | S08 E01
59:51 Jan 15, 2026
12
Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45
1:01:35 Dec 18, 2025
13
Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44
1:01:17 Dec 11, 2025
14
Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43
59:44 Dec 4, 2025
15
Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42
1:01:51 Nov 27, 2025
16
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
1:00:04 Nov 20, 2025
17
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
1:01:17 Nov 13, 2025
18
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
1:02:10 Nov 6, 2025
19
Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38
1:00:07 Oct 30, 2025
20
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
1:00:53 Oct 23, 2025
21
SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36
1:00:53 Oct 16, 2025
22
Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
1:01:00 Oct 9, 2025
23
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
1:00:37 Oct 1, 2025
24
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
1:01:37 Sep 26, 2025
25
Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32
59:12 Sep 18, 2025
26
Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
1:01:37 Sep 13, 2025
27
Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30
59:38 Sep 4, 2025
28
Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29
1:01:28 Aug 28, 2025
29
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
1:00:31 Aug 24, 2025
30
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
59:18 Aug 20, 2025
31
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
1:01:48 Aug 9, 2025
32
Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25
59:30 Jul 31, 2025
33
Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24
58:49 Jul 24, 2025
34
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
1:03:09 Jul 3, 2025
35
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
1:01:03 Jun 26, 2025
36
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
1:00:07 Jun 19, 2025
37
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
1:01:02 Jun 12, 2025
38
Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19
1:01:13 Jun 5, 2025
39
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
1:00:51 Jun 2, 2025
40
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17
58:39 May 28, 2025
41
Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16
1:02:16 May 15, 2025
42
Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15
1:01:02 May 12, 2025
43
Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
1:01:34 Apr 28, 2025
44
How *Not* to Invest with Barry Ritholtz: | S07 E13
1:03:28 Apr 21, 2025
45
Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12
1:01:31 Apr 14, 2025
46
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
1:01:50 Mar 20, 2025
47
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
1:00:18 Mar 17, 2025
48
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
59:39 Mar 10, 2025
49
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
1:00:14 Mar 3, 2025
50
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07
47:52 Feb 24, 2025
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