Saturday, October 24, 2020

Acquirers Multiple Podcast

Transition Cos: Steven Kiel, balance-sheet-to-income investor, with Tobias on The Acquirers...

Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund,...

Jim Simons: Gregory Zuckerman on Renaissance / Rentech with Tobias Carlisle...

Gregory Zuckerman is a "Special Writer" at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9. He...

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 Zone: Ivan Garcia talks Spanish value investing with Tobias on...

Jose Ivan Garcia of Spain's Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs...

Robo-Analyst: NewConstructs David Trainer on forensic accounting with Tobias on The...

New Constructs' CEO David Trainer on how public companies are using information buried in footnotes to manipulate earnings. Articles on New Constructs: Institutional Investor: Beware...

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...

O Line: Holiday Special with Tim Kohn on the NFL, FinTwit,...

Tim Kohn is a Managing Director at Arcus Capital Partners and a former NFL Football Player. He serves high net worth investors, specializing business...

Why Charts? Y Charts' CEO Sean Brown talks fintech and charts...

Y Charts' President and CEO Sean Brown has spent twenty-five years leading technology-centric companies of all sizes to success in hyper-competitive markets. YCharts.com Sean at...

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...

Endowment Value: Mark Yusko on endowments, value and bitcoin with Tobias...

Mark W. Yusko is an American investor, hedge fund manager, and philanthropist. He is the founder, chief investment officer and managing director of Morgan...

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