The Acquirers Podcast

Financial analyst Brian Bares discusses the transformation of Beers Capital Management, focusing on x-grade compounder businesses. They explore navigating market dynamics, analyzing growth prospects, and the importance of having an edge in investing. The conversation delves into Maslow's hierarchy, Blackfoot influence, assessing talent, technological disruption, and launching B-C-M Focus Funds.

Tom Morgan, an expert in McGilchrist’s Hemisphere Theory and the Hero's Journey, discusses the importance of balancing left and right hemispheres for decision-making, exploring wisdom in investing and life, Joseph Campbell's influence, the hero's journey for personal transformation, differentiation, integration, synchronicity in pursuit of flow, the mantis shrimp's unique characteristics, and the impact of excessive categorization and AI integration in decision-making.

Victor Cunningham from Third Avenue discusses their concentrated 23 equity holdings approach, influenced by Marty Whitman. They emphasize valuing businesses based on components, seeking undervalued growth, strong balance sheets, and competent management. Insights on managing small companies, fee structures, Berkshire meeting dynamics, long-term strategies, joy in investing process, Marty's dedication, and small vs. large cap opportunities.

Ben Claremon, Partner at Devonshire Partners, discusses challenges and opportunities in the microcap market, strategies for small companies to navigate punches, exploring microcap investing and private equity strategies, fundraising models in private equity, and industry focus on stable industrial companies with pricing power.

Financial expert Jason C. Buck discusses the Mutiny Fund, Cockroach Portfolio, and Volatility strategies. They explore defensive investing, portfolio balance, and decision-making parallels between investing and sports. The conversation delves into industry authenticity challenges, Ada Lovelace's AI objections, and struggles in value investing. Gain insights into market conditions, fund management, and faith-based investing in portfolios.

Value investor Zeke Ashton discusses his journey from the early 2000s to his return, covering lessons from the bear market, applying the Kelly formula, and managing funds. He explores the transition to an active ETF, market perspectives, small cap opportunities, and the importance of strong fundamentals in stock ownership. The podcast also delves into the significance of thorough research in value investing and navigating complexities like stock-based compensation and proxy alignment.

Vinny Daniel and Porter Collins discuss unconventional liquidity measures, private credit system, strategies for value investments, platinum in electric vehicles, challenges of hybrid cars, opportunities in small cap finance, market speculation, fiscal concerns, and stock valuations.

Financial analyst and author Vitaliy Katsenelson discusses topics like value investing, defense stocks, efficient market hypothesis, and challenges of teaching value investing. Highlights include insights on stock prices, market efficiency, Tesla's market outlook, and the importance of patience in successful investing.

Eric Cinnamond from Palm Valley Capital Management discusses his absolute return approach to investing and contrasts it with a relative return strategy. Topics include navigating market uncertainties, margin analysis, the yield curve, inflation effects, Reddit's IPO, small-cap companies, and the limitations of predictive ability. The conversation also touches on AI in academics, investing, and market trends.

John Rittante Jr. discusses value firm processes, buyback valuation, Royalty companies, Bitcoin challenges, and ecosystem impacts of invasive ants on lion hunting behavior. Insights on private equity, high-growth company valuation, and home construction market dynamics are also explored.