The Acquirers Podcast

377 Episodo

1. Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

   Publicado: 22/5/2023
2. Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

   Publicado: 15/5/2023
3. Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries

   Publicado: 8/5/2023
4. Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

   Publicado: 1/5/2023
5. Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

   Publicado: 24/4/2023
6. Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

   Publicado: 17/4/2023
7. Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

   Publicado: 10/4/2023
8. Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

   Publicado: 3/4/2023
9. Value After Hours S05 E11 Behavioral Errors, The Art of Learning and Yield Curve Inversion

   Publicado: 27/3/2023
10. Value After Hours S05 E10 Special Silicon Valley Bank Run Edition; Gribbin's Ice Age on Milankovitch

    Publicado: 20/3/2023
11. Value After Hours S05 E09: Stock Market and Real Estate Crashes, Energy, Mortgages and Credit

    Publicado: 13/3/2023
12. Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

    Publicado: 6/3/2023
13. Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

    Publicado: 27/2/2023
14. Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?

    Publicado: 20/2/2023
15. Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

    Publicado: 13/2/2023
16. Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

    Publicado: 6/2/2023
17. Value After Hour: S05 E03 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs

    Publicado: 30/1/2023
18. Value After Hours S05 E02: 2022 Year in Review, The Inner Game, Value Spreads and the 3/10 Inversion

    Publicado: 23/1/2023
19. Value After Hours S05 E1: 2023 Predictions, Market Crashes, Small Value, Don't Make Predictions

    Publicado: 16/1/2023
20. Value After Hours S04 E44: Small Value, 10-3 Steepest Ever, Invisible Present, $HD Home Depot

    Publicado: 12/12/2022