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Podcast

The Acquirers Podcast

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

Mentions91
Episodes19
Latest episode14 Nov 2026
Micron Technology, Inc.Is AI Killing Adobe? We Discuss Listen · 19:0414 Nov 2026
NVIDIA CorporationIs AI Killing Adobe? We Discuss Listen · 3:23
+2Listen · 19:38Listen · 25:02
14 Nov 2026
Apple Inc.Is AI Killing Adobe? We Discuss Listen · 15:44
+1Listen · 17:11
14 Nov 2026
Alphabet Inc.Is AI Killing Adobe? We Discuss Listen · 1:27
+4Listen · 8:39Listen · 10:24Listen · 13:24Listen · 17:33
14 Nov 2026
Chegg, Inc.Is AI Killing Adobe? We Discuss Listen · 27:0214 Nov 2026
Adobe Inc.Is AI Killing Adobe? We Discuss Listen · 27:44
+1Listen · 29:57
14 Nov 2026
Mirum Pharmaceuticals, Inc.The Quality Growth Playbook for Biotech | David Ferreiro-12 Nov 2026
lululemon athletica inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 33:50
+1Listen · 37:04
7 Nov 2026
Deckers Outdoor CorporationWhy Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 33:557 Nov 2026
Alphabet Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 35:377 Nov 2026
Meta Platforms, Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 35:33
+1Listen · 47:31
7 Nov 2026
Amazon.com, Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 9:43
+2Listen · 26:50Listen · 35:39
7 Nov 2026
Dillard's, Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 25:16
+1Listen · 26:14
7 Nov 2026
American International Group, Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 20:577 Nov 2026
Howard Hughes Holdings Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Listen · 15:35
+1Listen · 16:50
7 Nov 2026
Uber Technologies, Inc.Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks Watch video
+2Listen · 12:04Listen · 14:55
7 Nov 2026
Nintendo Co., Ltd.The Best Business You've Never Heard Of | Todd Wenning Listen · 49:09
+1Listen · 57:55
5 Nov 2026
Games Workshop Group PLCThe Best Business You've Never Heard Of | Todd Wenning Listen · 49:005 Nov 2026
The Walt Disney CompanyThe Best Business You've Never Heard Of | Todd Wenning Watch · 31:53
+7Watch · 51:36Listen · 36:03Listen · 38:09Listen · 41:48Listen · 49:00Listen · 55:32Listen · 59:34
5 Nov 2026
Watsco, Inc.The Best Business You've Never Heard Of | Todd Wenning Listen · 18:40
+1Listen · 30:50
5 Nov 2026
Ferguson Enterprises Inc.The Best Business You've Never Heard Of | Todd Wenning Listen · 18:32
+1Listen · 30:41
5 Nov 2026
Howden Joinery Group PlcThe Best Business You've Never Heard Of | Todd Wenning Listen · 0:545 Nov 2026
Netflix, Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 27:04
+2Listen · 28:40Listen · 30:58
31 Oct 2026
VICI Properties Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem-31 Oct 2026
NVIDIA CorporationWho Pays for the AI Boom? Big Tech’s Financing Problem Listen · 5:34
+2Listen · 8:38Listen · 17:26
31 Oct 2026
SK hynix Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 4:32
+1Listen · 8:54
31 Oct 2026
Micron Technology, Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 4:32
+1Listen · 8:22
31 Oct 2026
Alphabet Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 1:42
+2Listen · 3:09Listen · 17:00
31 Oct 2026
Amazon.com, Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 2:32
+1Listen · 17:00
31 Oct 2026
Meta Platforms, Inc.Who Pays for the AI Boom? Big Tech’s Financing Problem Listen · 1:15
+2Listen · 9:20Listen · 17:00
31 Oct 2026
Agree Realty CorporationTim Melvin: Finding Value Where Wall Street Isn’t Looking Listen · 24:2929 Oct 2026
Cousins Properties IncorporatedTim Melvin: Finding Value Where Wall Street Isn’t Looking Listen · 22:4729 Oct 2026
Gaming and Leisure Properties IncTim Melvin: Finding Value Where Wall Street Isn’t Looking Listen · 22:2729 Oct 2026
VICI Properties Inc.Tim Melvin: Finding Value Where Wall Street Isn’t Looking Listen · 19:51
+1Listen · 22:26
29 Oct 2026
Hoyne Bancorp, Inc.Tim Melvin: Finding Value Where Wall Street Isn’t Looking-29 Oct 2026
Agree Realty CorporationWhy Buffett Would Be Short the “AI Horses” Right Now Listen · 18:3924 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 Watch video
+1Listen · 12:44
15 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