Market Fox: Daniel Grioli talks about switching from allocator to manager to Tobias Carlisle on The Acquirers Podcast
Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website: guiscardcapital.com.au ...
16 Elo 201958min
Buy List: Eddy Elfenbein talks high-quality businesses and outstanding stocks to Tobias Carlisle on The Acquirers Podcast
Eddy Elfenbein, aesthete, raconteur, impresario, bon vivant, cognoscente, recusant, enfant terrible and blogger turned ETF manager talks about how to cross Wall Street: Buy and hold shares of outstan...
9 Elo 20191h 1min
Short iRhythm $IRTC: Kerrisdale's Sahm Adrangi and David Cohen talk to Tobias Carlisle on Acquirers Active, a new series on The Acquirers Podcast
Kerrisdale's Adrangi and Cohen talk to Tobias Carlisle on Acquirers Active about Kerrisdale's iRhythm $IRTC short. Kerrisdale are short shares of iRhythm Technologies, a $2.3bn medical device company ...
6 Elo 201911min
Known Risks: Zach Abraham talks "known-known" risks, value investing, and bond alternatives with Tobias Carlisle on The Acquirers Podcast
Zach Abraham, Principal/CIO of Bulwark Capital Management and host of Know Your Risk Radio talks about known-known risks to the market, value investing, activist targets and alternatives to stocks and...
3 Elo 20191h 6min
Financial Value: Tim Melvin on his Graham and Schloss meet Kravis approach to financials with Tobias Carlisle on The Acquirers Podcast
Tim Melvin has more than 30 years' of experience in the financial sector. He currently writes https://maxwealth.com/ and Banking on Profit, a newsletter that is dedicated to community bank stocks: htt...
26 Heinä 201953min
Adaptive Assets: Adam Butler talks robust asset allocation to Tobias Carlisle on The Acquirers Podcast
Adam Butler is Chief Investment Officer at ReSolve Asset Management https://investresolve.com/ He is the co-author of "Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - an...
19 Heinä 20191h 10min
SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast
Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance & Strategy at the Gord...
12 Heinä 201955min
Small Value: Eric Cinnamond talks small cap, absolute return value investing with Tobias Carlisle on The Acquirers Podcast
Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billi...
5 Heinä 201958min
