The Acquirers Podcast

By Tobias Carlisle

What's The Acquirers Podcast about?

This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

Download our free app to listen on your phone

The Acquirers Podcast episodes:

04.22.2024
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
04.15.2024
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
04.08.2024
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
04.01.2024
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
03.27.2024
Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
03.19.2024
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
03.11.2024
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
03.04.2024
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
02.26.2024
Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
02.19.2024
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
02.13.2024
Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
02.05.2024
Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
01.29.2024
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake...
01.22.2024
Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
01.15.2024
Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
01.01.2024
Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
12.25.2023
Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
12.18.2023
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
12.11.2023
Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
12.04.2023
Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
11.27.2023
Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
11.20.2023
Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
11.13.2023
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
11.06.2023
Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
10.30.2023
Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
10.23.2023
Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
10.16.2023
Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
10.09.2023
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
09.25.2023
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
09.11.2023
Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
09.04.2023
Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
08.28.2023
Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
08.21.2023
Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake:...
08.07.2023
Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's...
07.31.2023
Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's...
07.24.2023
Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's...
07.17.2023
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's...
07.03.2023
Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's...
06.26.2023
Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Mark Valdez is the Founder of the Eads Bridge Holdings https://www.eadsbridgeholdings.com/ Eads...
06.19.2023
Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. Ian Cassell...
06.12.2023
Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. Otavio Costa...
06.05.2023
Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. JUSTIN CARBONNEAU...
05.29.2023
Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ We are live every Tuesday at 1.30pm E / 10.30am P. Jeff Weniger,...
05.22.2023
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ John L. Rotonti Jr., is a former analyst at The Motley Fool...
05.15.2023
Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Michael Kao founded Akanthos Capital. His substack is an outlet for him...
05.08.2023
Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Value Stock Geek is a do-it-yourself value investor who researches companies and...
05.01.2023
Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Campbell R. Harvey is Professor of Finance at the Fuqua School of...
04.24.2023
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's...
04.17.2023
Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ John Huber is the Managing Partner of Saber Capital Management, LLC.: https://sabercapitalmgt.com/about/ Twitter:...
04.10.2023
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ Matthew Cochrane is a lead advisor for 7investing.: https://7investing.com/ Twitter: https://twitter.com/Matt_Cochrane7 About Jake: Journalytic Jake...

What's The Acquirers Podcast about?

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The Acquirers Podcast episodes:

Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks

Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA

Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS

Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap

Value After Hours S06 E07 New Constructs' David Trainer on forensic accounting analysis, AI and ML

Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable

Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

Value After Hours S06 E04 Validea's Jack Forehand and Justin Carbonneau on value, growth and momo

Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan

Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH

Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron

Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

Value After Hours S05 E 47: Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTC

Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE

Value After Hours S05 E 44: Bill Brewster on Elliott activism on Crown Castle, Value vs Growth

Value After Hours S05 E 43: ReSeed's Moses Kagan and Rhett Bennett on real estate and property

Value After Hours S05 E 42: Daily Dirt Nap's Jared Dillian on Small Value and his book No Worries

Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

Value After Hours S05 E40: Broyhill's Chris Pavese on Nintendo, and Ant Mills

Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

Value After Hours S05 E38: WSJ's Spencer Jakab on The Revolution That Wasn't: GameStop and Reddit

Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

Value After Hours S05 E32: Value Spread, Value Returns, Stock Market All-Time High, Darwin's Darlings

Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

Value After Hours S05 E30: Kyler Hassan on Quality, Value, $AMZN, and Mauboussin's Whitepaper

Value After Hours S05 E29: Jonathan Boyar on Special Situations, $UBER, $BATR and Jake on Ergodicity

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

Value After Hours E05 S25: Half-Year Prediction Update; Small Cap Value; Scale, Buffett and $BRK

Value After Hours E05 S24: Mark Valdez on Mergers and Acquisitions, Search Funds and Venture Capital

Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market

Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries

Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

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