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Everything the podcasts said · one show
The Acquirers Podcast
≈ weekly
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Deep value investing with Tobias Carlisle — also carries the weekly Value: After Hours episodes.

In the last 30 days, The Acquirers Podcast produced 63 attributed ideas; most-discussed: NKE, POOL, CSCO.

19
Ideas · 7d
63
Ideas · 30d
502
Ideas · all time
57
Episodes
Names this show discusses most
30D
NKE · 2POOL · 2CSCO · 2VICI · 1MGM · 1PEP · 1MCD · 1MU · 1
90D
NKE · 2POOL · 2CSCO · 2VICI · 1MGM · 1PEP · 1MCD · 1MU · 1

Theses first heard here · 28

Korea's path mirrors Japan's governance shiftFIRST HEARD 15 OCT
NVIDIA's sustainability question, not valuationFIRST HEARD 10 SEP · NVDA
Dividend growth as ownership philosophy, not speculationFIRST HEARD 9 APR
Small/mid-cap value at 1999-like extremesFIRST HEARD 5 FEB
PGMs won't be left behind in a gold moveFIRST HEARD 5 FEB
Latest attributed ideas · most recent first
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
VICI's 8% yield at 10x cash flow
VICIOpen in Zortix →
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
MGM's failed buyout leaves deep value
3 SHOWS AGREE3 SHOWS · SAME SIDEMGMOpen in Zortix →
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
AI as an uninvestable leapfrog sector
Open in Zortix →
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
Quality dividend stocks become bargains
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEPEPOpen in Zortix →
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
Micron's cheapness hinges on cycle
MUOpen in Zortix →
17 OCT2D AGOMGM and VICI: Finding Value in the Las Vegas Selloff
AI beneficiaries priced for perfection
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Golfzon case tests new governance rules in real time
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
AI as a Dutch Disease for the US economy
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korea's path mirrors Japan's governance shift
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korea's governance reforms face timing risk
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korea discount driven by family control incentives
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Governance reforms compressing Japan's decade into 18 months
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korean FMCG as hidden gems
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Bear hug rule pressures undervalued boards
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
New Capital Markets Act mandates fair value in mergers
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Holdco-Opco structures enable control with little ownership
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Foreign activists now welcomed more in Korea
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Opportunities where capital is starved
Open in Zortix →
15 OCT4D AGOKorea’s Hidden Value: Activism, AI & Golfzon
Mandatory tender offer bill's pro-rata intent
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
VC spatial sorting in AI
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
AI valuation risk to S&P earnings
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Apparel and fashion stocks as fickle investments
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
French political risk threatening European monetary union
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Fed rate trajectory as global macro squeeze
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Mega-cap tech as an AI proxy
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDEGOOGOpen in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Election outcome as AI policy catalyst
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Historic outperformance of market-cap over equal-weight
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
60-40 rebalancing pressure on stocks
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Narrow leadership as a potential late-cycle warning
Open in Zortix →
8 OCT2W AGOSmall Caps Are About to Have Their Moment
Energy vs. industrials as an election indicator
Open in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION