Value: After Hours S02 E32 $WFC and banks, Cantillon Trillions, Structural Dynamics
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...
20 Aug 202052min
Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
Chris Mittleman runs Mittleman Investment Management, LLC (“MIM”), an SEC-registered investment adviser. MIM employs a concentrated, long-term investment approach, typically holding between 10 and 20 ...
17 Aug 202046min
Value: After Hours S02 E31 Stoicism for Value Investors, 195 Years of Value, and Fade $SBUX
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...
10 Aug 20201h 1min
Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast
Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managin...
3 Aug 202053min
Value: After Hours S02 E30 Asimov's Foundation, $WFC and Buffett's Miss, and Blackrock's Call to Fade Value
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...
30 Juli 20201h 3min
Odd Ball: Nate Tobik on off-the-run stocks, odd lots, flipping Legos, Japanese net nets and banks with Tobias Carlisle on The Acquirers Podcast
Nate Tobik is the Founder of CompleteBankData, author of the Bank Investors Handbook, and writes about deep value stocks in the Oddball Stocks Newsletter and online at oddballstocks.com. Websites: h...
27 Juli 20201h 3min
Value: After Hours S02 E29 Buffett's Got The Greatest Trade Ever, $WFC WTF, Investor Personalities
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...
23 Juli 20201h 1min
Dark Arts: Mike Puangmalai on activism and corporate governance tricks with Tobias Carlisle on The Acquirers Podcast
Mike Puangmalai is an ex-activist investor, ex-JavaScripter writing at http://nongaap.substack.com. He covers tech, governance, strategy, board dynamics, and the art of corporate war. Website: http:...
20 Juli 20201h
