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Podcast

The Acquirers Podcast

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

Mentions55
Episodes12
Latest episode17 Oct 2026
McDonald's CorporationMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 26:1717 Oct 2026
PepsiCo, Inc.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 26:1117 Oct 2026
NVIDIA CorporationMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 20:0017 Oct 2026
Meta Platforms, Inc.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 10:0717 Oct 2026
Micron Technology, Inc.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch · 4:40
+3Listen · 6:17Listen · 7:59Listen · 19:48
17 Oct 2026
VICI Properties Inc.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch video17 Oct 2026
MGM Resorts InternationalMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch video
+2Listen · 12:58Listen · 14:29
17 Oct 2026
GOLFZON HOLDINGS Co., Ltd.Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert Listen · 12:4415 Oct 2026
NIKE, Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 54:50
+1Watch · 56:52
1 Oct 2026
Uber Technologies, Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 43:39
+2Watch · 47:06Watch · 48:34
1 Oct 2026
Salesforce, Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 1:56
+2Watch · 43:28Watch · 57:42
1 Oct 2026
Microsoft CorporationGreat Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 2:02
+1Watch · 43:08
1 Oct 2026
Markel Group Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 35:44
+4Watch · 39:26Watch · 41:31Watch · 42:44Watch · 58:10
1 Oct 2026
Pool CorporationGreat Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch video
+3Watch · 20:15Watch · 46:39Watch · 48:56
1 Oct 2026
Atlanta Braves Holdings, Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 16:351 Oct 2026
Madison Square Garden Sports Corp.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 12:551 Oct 2026
Restaurant Brands International Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 7:40
+1Watch · 9:35
1 Oct 2026
Airbnb, Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch · 2:02
+2Watch · 3:18Watch · 4:53
1 Oct 2026
Booking Holdings Inc.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch video
+2Watch · 2:02Watch · 7:40
1 Oct 2026
Meta Platforms, Inc.From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money Listen · 35:52
+2Listen · 42:23Listen · 45:23
24 Sept 2026
OTC Markets Group Inc.A Hedge Fund Manager's Honest Take on Why Most I Zeke Ashtonnvestors Fail | Watch · 25:1610 Sept 2026
Intercontinental Exchange, Inc.A Hedge Fund Manager's Honest Take on Why Most I Zeke Ashtonnvestors Fail | Watch · 25:12
+1Watch · 41:09
10 Sept 2026
CME Group Inc.A Hedge Fund Manager's Honest Take on Why Most I Zeke Ashtonnvestors Fail | Watch · 25:12
+3Watch · 26:09Watch · 28:21Watch · 41:13
10 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
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
SK hynix Inc.Inside Artisan's International Value Fund with Portfolio Manager David Samra-23 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
Shenandoah Telecommunications CompanyThe Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 2026
Becle, S.A.B. de C.V.The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math-11 Jun 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
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
Haleon plcThe Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong-4 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
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
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