The Acquirers Podcast

Chris Pavese from Broyhill discusses Nintendo and Ant Mills. They delve into investing in mid-cap equity stocks, discuss the gaming industry, and explore the self-serving bias. The speakers analyze return decomposition and share issuances, and discuss prospects for the distress market and challenges for small cap companies.

Kyle Mowery of Grizzly Rock Capital discusses value investing in European and US industrials. They explore the challenges of short selling and the significance of staying power in investing. The appeal of industrials, buybacks, and high yield landscape are also discussed. They delve into the challenges and potential of Cali Met Specialty Products in the industrial sector. The explosive growth of European rabbits in Australia is explored, drawing parallels to achieving long-term success. The difficulties of starting a business during a high point in the value cycle are also discussed. Contact information and Grizzly Rock Capital's co-investment arm are shared.

Spencer Jakab of WSJ debunks the GameStop and Reddit saga as a revolution, discussing varying outcomes for investors and legality of the situation. The podcast explores the swarm of day traders impacting Melvin Capital, Batesian mimicry in harmless species, and the importance of consistency in capital structure.

Jake, partner at Farnam Street, discusses the possibility of uninverting the yield curve, fluctuations in operating margins, narrowing value spread, decline in commercial credit, healthcare costs, and thoughts on weight loss drug Zempic.

Finance and investment expert Zach Abraham discusses the detachment of stock prices from fundamentals, interpreting bond and stock markets, financial scares and bank runs, the impact of economic abnormality on traditional metrics, the challenges and stages of company growth, analyzing cash flow, ROIC, and TSR for different stages of companies, and the volatility of investing in unpredictable companies.

Forensic accounting expert, David Trainer, joins the podcast to discuss topics such as ML/AI in forensic accounting, enduring drawdowns in the market, analyzing employment indicators, Google's sales growth and employee culture, risks of non-bank lenders, the uncertainty of the housing market, and analyzing a company's challenges and flaws in the traditional car dealership model.

The podcast discusses topics such as analyzing the performance of value stocks, the uncertainty of predicting the future, the reinsurance market and insurance premiums, the impact of student loan repayments on the economy, finding and holding stocks, lessons from boating applied to investments, and the challenge of maintaining an inventory.

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: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Value After Hours S05 E31: Corey Hoffstein, value investing expert, discusses the performance of the value factor, return stacking, diversification in investment portfolios, regulations surrounding new ETFs, the tragic story of the SS Eastland, unintended consequences in economics, and the implications of yield curve inversion.

The hosts and special guest discuss quality investing, analyzing business quality and financial indicators, their investment mistakes in 2022, the performance and reconstitution of value stocks, market timing vs understanding business value, the birth, death, and wealth creation of public companies, and the current state of domestic and international flights.