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The Acquirers Podcast

Tobias Carlisle
The Acquirers Podcast
Latest episode

437 episodes

  • The Acquirers Podcast

    Oil Isn't Dead — John Love on Why Energy Markets Are Defying the Headlines

    18/06/2026 | 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.

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

    The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math

    11/06/2026 | 1h 1 mins.
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

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

    The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong

    04/06/2026 | 1h
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

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

    Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18

    27/05/2026 | 1h
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

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

    Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17

    14/05/2026 | 1h 1 mins.
    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

    We are live every Tuesday at 1.30pm E / 10.30am P.
    ──────────────────────
    VALUE OPTIONS LETTERThree 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 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).
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.
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