Small Value 2: Eric Cinnamond returns for more small value with Tobias 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...
18 Jan 202155min
Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://ac...
14 Jan 20211h 3min
Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast
Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Website: https://yetanothervalueblog.com/ Twitter: https://twitter.com/Andrew...
11 Jan 202147min
Lyrical Value: Andrew Wellington on deep value and quality with Tobias Carlisle on the Acquirers Podcast
Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer. Mr. Wellington has been involved with active portfolio management for almost twenty years. He w...
4 Jan 202148min
Value: After Hours S02 E51 2020 Year in Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://ac...
1 Jan 20211h 1min
Value: After Hours S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://ac...
24 Des 20201h 2min
Value: After Hours S02 E49 High-Growth Reinvestment, Active Investment, and Magic Numbers
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://ac...
17 Des 20201h
Low Turner: Elliot Turner on low-turnover compounding with Tobias on the Acquirers Podcast
Elliot Turner is the CIO of RGA Investment Advisors. A self-described GARP investor, he holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School. He a...
14 Des 202057min
