Saturday, October 24, 2020

Acquirers Multiple Podcast

Pop Delusions: Dylan Grice on duration, cargo cults, forecasts with Tobias...

Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment...

Market Fox: Dan Grioli talks about switching from allocator to manager...

Daniel Grioli gives an allocator's view on what separates successful and unsuccessful investors and applying those lessons to his own investment management firm. Dan's website:...

Emerging Value: Rashmi Kwatra finds value in South-East Asia with Tobias...

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...

Owner Managers: Joe Boskovich finds great owner/operators with Tobias on The...

Joseph Boskovich, Jr. is a Co-Founder and Partner at Old West Investment Management, LLC. Prior to joining Old West, Joe spent five years...

REVERSE: Phil Bak, CEO of Exponential ETFs chats with Tobias Carlisle...

Phil Bak, Chief Executive of Exponential ETFs (https://exponentialetfs.com/) chats with Tobias Carlisle on the Acquirers Podcast on the American Customer Satisfaction ETF (ACSI) and...

Growth Underwriter: Marcelo Lima on valuing SaaS co's with Tobias Carlisle...

Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology...

After Hours S01 E04: Verdad's The Way The World Should Work,...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. Verdad's The Way The World Should Work: https://mailchi.mp/verdadcap/the-way-the-world-should-work?e=6dc1192990 Tweedy Brown...

Value: After Hours S02 E01 The Roaring 2020s, Lizz Hall's Tweetstorm...

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor....

Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA with Tobias on...

Vitaliy is CEO of Investment Management Associates, Inc. (IMA) and author of two fantastic books on value investing, Active Value Investing: Making Money in...

Value: After Hours S01 E05: $NFLX's $1000 Comp; Marry, F*, Kill;...

About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG About Jake: Jake is a partner at Farnam Street. Jake's...

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