The Acquirers Podcast

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: https://twitter.com/Greenbackd

https://link.amazon/B04hl5L95

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).

Oct 15, 2026 1 hr 2 min

Small Caps Are About to Have Their Moment | Jeff Weniger

Show notes

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.

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

──────────────────────

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Oct 8, 2026 1 hr 2 min

Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Oct 1, 2026 59 min

From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Sep 24, 2026 1 hr

Stock Picking Is a Temperament Game | Ian Cassel

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Sep 17, 2026 1 hr

A Hedge Fund Manager's Honest Take on Why Most I Zeke Ashtonnvestors Fail |

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Sep 10, 2026 1 hr

Patience Is the Ultimate Edge in Investing | Matt Sweeney

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠

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).

Sep 3, 2026 1 hr 4 min

I Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠⁠

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).

Aug 27, 2026 1 hr

The Caracas Play: Venture capital and private equity investment in Venezuela with Francisco Amador

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠⁠

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).

Aug 20, 2026 1 hr 2 min

How I Force Change at Companies Wall Street Ignores

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠⁠

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).

Aug 6, 2026 59 min

What 250 Years of Market Data Actually Tells Us | Meb Faber

Show notes

Investing in America: The Rise Of A 250-Year Bull Market by Meb Faber: https://amzn.to/3RY7mrS

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠⁠

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).

Jul 30, 2026 1 hr 3 min

Inside Artisan's International Value Fund with Portfolio Manager David Samra

Show notes

Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since the firm’s founding, Artisan Partners has built its business based upon a consistent philosophy and business model. Learn more at www.artisanpartners.com.

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠

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).

Jul 23, 2026 59 min

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

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠

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).

Jun 18, 2026 1 hr

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

Show notes

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.

──────────────────────

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd

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).

Jun 11, 2026 1 hr 2 min

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

Season 8, Episode 19

Show notes

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

SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/

FOLLOW TOBIAS

Twitter: ttps://twitter.com/Greenbackd