
The Acquirers Podcast Severe Value: Mittleman Brothers' Chris Mittleman looks back on two decades of value with Tobias Carlisle on the Acquirers Podcast
Aug 17, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
AMC, Carmike, and AMC - What's the Deal?
03:05 • 3min
Is There a Global Concentrated Value Approach?
06:24 • 3min
We've Been in the Epicenter of Where the Flows Are Not
09:28 • 2min
Free Cash Flow
11:44 • 2min
I've Been in the Wild for Five, Six Years Now.
14:08 • 4min
The Cycle of Value Investing Is About to Turn
18:37 • 2min
Aimea - A Real Value Investment
20:25 • 5min
Nectar, You Know, I'm Not Going to Sue Over This.
25:04 • 2min
Investing in a Real Estate Investment Company
27:11 • 4min
Aimea's Investing in Clear Media
31:37 • 3min
Middleman Brothers and Aimea Financial
34:11 • 4min
What's Happened to Berkshire?
38:24 • 4min
The Blue Chip Stamps - It Wasn't Buffett
42:29 • 4min
