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Latest episodes of the podcast The Acquirers Podcast
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Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
27/03/2024
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
19/03/2024
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
11/03/2024
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
04/03/2024
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
26/02/2024
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
19/02/2024
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
13/02/2024
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
05/02/2024
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
29/01/2024
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
22/01/2024
Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
15/01/2024
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
01/01/2024
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
25/12/2023
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
18/12/2023
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
11/12/2023
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
04/12/2023
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
27/11/2023
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
20/11/2023
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