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Podcast

The Acquirers Podcast

Tobias Carlisle talks to deep value investors, activists, and academics about value investing and undervalued stocks.

Mentions49
Episodes9
Latest episode3 Sept 2026
AnaptysBio, Inc.Patience Is the Ultimate Edge in Investing | Matt Sweeney Listen · 54:453 Sept 2026
NextNav Inc.Patience Is the Ultimate Edge in Investing | Matt Sweeney Listen · 17:05
+2Listen · 18:52Listen · 20:07
3 Sept 2026
T. Rowe Price Group, Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 52:4027 Aug 2026
Paramount GlobalI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 14:5427 Aug 2026
Warner Bros. Discovery, Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 14:4227 Aug 2026
Tesla, Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 30:30
+2Watch · 48:21Watch · 55:26
27 Aug 2026
Amazon.com, Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 6:17
+2Watch · 54:40Watch · 59:05
27 Aug 2026
The Charles Schwab CorporationI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:5027 Aug 2026
Apple Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:4727 Aug 2026
Walmart Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:44
+1Watch · 52:40
27 Aug 2026
AutoZone, Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 27:0027 Aug 2026
Lifco AB (publ)I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 11:02
+1Watch · 26:15
27 Aug 2026
Constellation Software Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 11:13
+2Watch · 12:57Watch · 26:12
27 Aug 2026
News CorporationI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:0627 Aug 2026
The New York Times CompanyI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 9:0627 Aug 2026
Berkshire Hathaway Inc.I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 0:56
+4Watch · 12:55Watch · 22:49Watch · 44:35Watch · 52:22
27 Aug 2026
Rightmove plcHow I Force Change at Companies Wall Street Ignores Watch · 29:306 Aug 2026
Armanino Foods of Distinction, Inc.How I Force Change at Companies Wall Street Ignores Watch · 24:36
+4Watch · 26:40Watch · 44:01Watch · 45:50Watch · 54:41
6 Aug 2026
Parks! America, Inc.How I Force Change at Companies Wall Street Ignores Watch · 2:50
+4Watch · 4:10Watch · 16:58Watch · 45:44Watch · 58:20
6 Aug 2026
AT&T Inc.What 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
Intel CorporationWhat 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
Advanced Micro Devices, Inc.What 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
NVIDIA CorporationWhat 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
Samchully Co.,LtdInside Artisan's International Value Fund with Portfolio Manager David Samra-23 Jul 2026
Samsung Electronics Co., Ltd.Inside Artisan's International Value Fund with Portfolio Manager David Samra-23 Jul 2026
Liberty Capital CorporationThe Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
Alphabet Inc.The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
Shenandoah Telecommunications CompanyThe Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
CNX Resources CorporationThe Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
Rayonier Inc.The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
Alphabet Inc.The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Colgate-Palmolive CompanyThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Haleon plcThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Diageo plcThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Wal-Mart de México, S.A.B. de C.V.The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Dassault Systèmes SEThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Grupo México, S.A.B. de C.V.The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 Jun 2026
Micron Technology, Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Blue Owl Capital Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Microsoft CorporationValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Alphabet Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Adobe Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Meta Platforms, Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Amazon.com, Inc.Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Johnson Service Group PLCTweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17-14 May 2026
Autotrader Group plcTweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17-14 May 2026
The Cigna GroupTweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17-14 May 2026
UnitedHealth Group IncorporatedTweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17-14 May 2026
CVS Group plcTweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17-14 May 2026