PodcastsBusinessThe Acquirers Podcast

The Acquirers Podcast

Tobias Carlisle
The Acquirers Podcast
Latest episode

425 episodes

  • The Acquirers Podcast

    Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

    2026/03/12 | 1h
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

    We are live every Tuesday at 1.30pm E / 10.30am P.

    See our latest episodes at https://acquirersmultiple.com/podcast

    About Jake
    Jake's Twitter: https://twitter.com/farnamjake1
    Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

    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
    https://acquirersmultiple.com/podcast/
    SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/
    FOLLOW TOBIAS
    Website: https://acquirersmultiple.com/
    Firm: https://acquirersfunds.com/
    Twitter: ttps://twitter.com/Greenbackd
    LinkedIn: https://www.linkedin.com/in/tobycarlisle
    Facebook: https://www.facebook.com/tobiascarlisle
    Instagram: https://www.instagram.com/tobias_carlisle
    ABOUT TOBIAS CARLISLE
    Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
  • The Acquirers Podcast

    Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

    2026/03/05 | 1h
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

    We are live every Tuesday at 1.30pm E / 10.30am P.

    See our latest episodes at https://acquirersmultiple.com/podcast

    About Jake
    Jake's Twitter: https://twitter.com/farnamjake1
    Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

    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
    https://acquirersmultiple.com/podcast/
    SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/
    FOLLOW TOBIAS
    Website: https://acquirersmultiple.com/
    Firm: https://acquirersfunds.com/
    Twitter: ttps://twitter.com/Greenbackd
    LinkedIn: https://www.linkedin.com/in/tobycarlisle
    Facebook: https://www.facebook.com/tobiascarlisle
    Instagram: https://www.instagram.com/tobias_carlisle
    ABOUT TOBIAS CARLISLE
    Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
  • The Acquirers Podcast

    Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

    2026/02/26 | 59 mins.
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

    We are live every Tuesday at 1.30pm E / 10.30am P.

    See our latest episodes at https://acquirersmultiple.com/podcast

    About Jake
    Jake's Twitter: https://twitter.com/farnamjake1
    Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

    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
    https://acquirersmultiple.com/podcast/
    SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/
    FOLLOW TOBIAS
    Website: https://acquirersmultiple.com/
    Firm: https://acquirersfunds.com/
    Twitter: ttps://twitter.com/Greenbackd
    LinkedIn: https://www.linkedin.com/in/tobycarlisle
    Facebook: https://www.facebook.com/tobiascarlisle
    Instagram: https://www.instagram.com/tobias_carlisle
    ABOUT TOBIAS CARLISLE
    Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
  • The Acquirers Podcast

    Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

    2026/02/19 | 59 mins.
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

    We are live every Tuesday at 1.30pm E / 10.30am P.

    See our latest episodes at https://acquirersmultiple.com/podcast

    About Jake
    Jake's Twitter: https://twitter.com/farnamjake1
    Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

    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
    https://acquirersmultiple.com/podcast/
    SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/
    FOLLOW TOBIAS
    Website: https://acquirersmultiple.com/
    Firm: https://acquirersfunds.com/
    Twitter: ttps://twitter.com/Greenbackd
    LinkedIn: https://www.linkedin.com/in/tobycarlisle
    Facebook: https://www.facebook.com/tobiascarlisle
    Instagram: https://www.instagram.com/tobias_carlisle
    ABOUT TOBIAS CARLISLE
    Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
  • The Acquirers Podcast

    Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

    2026/02/12 | 49 mins.
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

    We are live every Tuesday at 1.30pm E / 10.30am P.

    See our latest episodes at https://acquirersmultiple.com/podcast

    About Jake
    Jake's Twitter: https://twitter.com/farnamjake1
    Jake's book: The Rebel Allocator https://amzn.to/2sgip3l

    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
    https://acquirersmultiple.com/podcast/
    SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/
    FOLLOW TOBIAS
    Website: https://acquirersmultiple.com/
    Firm: https://acquirersfunds.com/
    Twitter: ttps://twitter.com/Greenbackd
    LinkedIn: https://www.linkedin.com/in/tobycarlisle
    Facebook: https://www.facebook.com/tobiascarlisle
    Instagram: https://www.instagram.com/tobias_carlisle
    ABOUT TOBIAS CARLISLE
    Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

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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.
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