Skip to content
Radio Logo
PodcastsBusinessThe Acquirers Podcast

The Acquirers Podcast

Tobias Carlisle
The Acquirers Podcast
Latest episode

456 episodes

  • The Acquirers Podcast

    Why Bill Ackman Loves Uber at 16x Earnings + Our 2 Favorite Cheap Stocks

    2026/11/07 | 42 mins.
    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

    My new book ⁠⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠⁠ is now available via 
    ⁠⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠⁠

    ──────────────────────
    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay.
    Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.
    Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    ──────────────────────
    See our latest episodes at https://acquirersmultiple.com/podcast

    ABOUT THE PODCAST
    Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

    ⁠⁠⁠SEE LATEST EPISODES⁠⁠⁠
    ⁠⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠⁠

    FOLLOW TOBIAS
    ⁠⁠⁠Acquirers Multiple⁠⁠⁠
    ⁠⁠⁠Acquirers Funds⁠⁠⁠
    ⁠⁠⁠Twitter⁠⁠⁠
    ⁠⁠⁠LinkedIn⁠⁠⁠
    ⁠⁠⁠Facebook⁠⁠⁠

    ABOUT TOBIAS CARLISLE
    Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠⁠Crash Test Dummy⁠⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.
  • The Acquirers Podcast

    The Best Business You've Never Heard Of | Todd Wenning

    2026/11/05 | 59 mins.
    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

    My new book ⁠⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠⁠ is now available via 
    ⁠⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠⁠

    ──────────────────────
    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay.
    Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.
    Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    ──────────────────────
    See our latest episodes at https://acquirersmultiple.com/podcast

    ABOUT THE PODCAST
    Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

    ⁠⁠⁠SEE LATEST EPISODES⁠⁠⁠
    ⁠⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠⁠

    FOLLOW TOBIAS
    ⁠⁠⁠Acquirers Multiple⁠⁠⁠
    ⁠⁠⁠Acquirers Funds⁠⁠⁠
    ⁠⁠⁠Twitter⁠⁠⁠
    ⁠⁠⁠LinkedIn⁠⁠⁠
    ⁠⁠⁠Facebook⁠⁠⁠

    ABOUT TOBIAS CARLISLE
    Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠⁠Crash Test Dummy⁠⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.
  • The Acquirers Podcast

    Who Pays for the AI Boom? Big Tech’s Financing Problem

    2026/10/31 | 31 mins.
    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

    My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via 
    ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠

    ──────────────────────
    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay.
    Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.
    Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    ──────────────────────
    See our latest episodes at https://acquirersmultiple.com/podcast

    ABOUT THE PODCAST
    Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

    ⁠⁠SEE LATEST EPISODES⁠⁠
    ⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠

    FOLLOW TOBIAS
    ⁠⁠Acquirers Multiple⁠⁠
    ⁠⁠Acquirers Funds⁠⁠
    ⁠⁠Twitter⁠⁠
    ⁠⁠LinkedIn⁠⁠
    ⁠⁠Facebook⁠⁠

    ABOUT TOBIAS CARLISLE
    Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠Crash Test Dummy⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.
  • The Acquirers Podcast

    Tim Melvin: Finding Value Where Wall Street Isn’t Looking

    2026/10/29 | 1h 3 mins.
    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

    My new book ⁠⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠⁠ is now available via 
    ⁠⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠⁠

    ──────────────────────
    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay.
    Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.
    Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    ──────────────────────
    See our latest episodes at https://acquirersmultiple.com/podcast

    ABOUT THE PODCAST
    Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

    ⁠⁠SEE LATEST EPISODES⁠⁠
    ⁠⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠⁠

    FOLLOW TOBIAS
    ⁠⁠Acquirers Multiple⁠⁠
    ⁠⁠Acquirers Funds⁠⁠
    ⁠⁠Twitter⁠⁠
    ⁠⁠LinkedIn⁠⁠
    ⁠⁠Facebook⁠⁠

    ABOUT TOBIAS CARLISLE
    Principal, Acquirers Funds. Author of books on investing, most recently ⁠⁠Crash Test Dummy⁠⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.
  • The Acquirers Podcast

    Why Buffett Would Be Short the “AI Horses” Right Now

    2026/10/24 | 27 mins.
    Value Options Podcast a podcast about value investing and options by investors Tobias Carlisle and Tim Travis.

    My new book ⁠⁠⁠Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)⁠⁠⁠ is now available via 
    ⁠⁠⁠https://link.amazon/B04hl5L95⁠⁠⁠

    ──────────────────────
    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay.
    Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.
    Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
    ──────────────────────
    See our latest episodes at https://acquirersmultiple.com/podcast

    ABOUT THE PODCAST
    Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

    ⁠SEE LATEST EPISODES⁠
    ⁠SEE OUR FREE DEEP VALUE STOCK SCREENER ⁠

    FOLLOW TOBIAS
    ⁠Acquirers Multiple⁠
    ⁠Acquirers Funds⁠
    ⁠Twitter⁠
    ⁠LinkedIn⁠
    ⁠Facebook⁠

    ABOUT TOBIAS CARLISLE
    Principal, Acquirers Funds. Author of books on investing, most recently ⁠Crash Test Dummy⁠. Co-host of Value: After Hours. Former activist hedge fund analyst, general counsel of an ASX-listed company, and M&A lawyer. Based in Los Angeles.
More Business podcasts
About The Acquirers Podcast
This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
Podcast website

Listen to The Acquirers Podcast, The Diary Of A CEO with Steven Bartlett and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features