After Hours S01 E03: $CLF buys and sells stock, Buffett Buy Bloomberg, and $10 Trillion with a "T" of US Corporate Debt
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jak...
12 Dec 201950min
Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast
Vitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in Range-Bound Markets (Wiley Finance) and The...
8 Dec 20191h 15min
Value: After Hours S01 E02: Taylor, Brewster and Carlisle discuss PG's Genius, Quarate's debt, and the $TSLA Truck
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Jak...
5 Dec 201948min
Unit Economics: Bluegrass Capital talks modern value investing with Tobias Carlisle on The Acquirers Podcast
BluegrassCap is the Twitter handle of a pseudonymous is a securities analyst employed at a large hedge fund. Twitter: https://twitter.com/BluegrassCap Carlota Perez: http://reactionwheel.net/2015/10/t...
2 Dec 201959min
Value: After Hours S01 E01: Taylor, Brewster and Carlisle discuss Rentec, Chanos, and value.
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. About Jake: Jake is a partner at Farnam Street. Jake's website: http://www.farnam-street.com/ Ja...
27 Nov 201959min
Competitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers Podcast
Sean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant gr...
22 Nov 201959min
Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast
Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and consumer products. More recently, he led the acquis...
15 Nov 20191h 4min
Emerging Value: Rashmi Kwatra finds value in South-East Asian emerging markets with Tobias Carlisle on The Acquirers Podcast
Rashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her first stock at the age of 12. Her first experience ma...
8 Nov 201949min
