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The Acquirers Podcast
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Tim Melvin: Finding Value Where Wall Street Isn’t Looking
Tim Melvin argues that value is hiding in beaten-down corners of the market, led by community banks, public real estate and closed-end funds that trade at steep discounts to asset value.
Why Buffett Would Be Short the “AI Horses” Right Now
Tobias Carlisle and Tim Travis discuss whether AI will transform the economy and which companies will profit.
The End Is Nigh. Buy Here?
Tobias Carlisle and Jake Taylor discuss whether the US market is expensive and whether investors should act on that.
MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast
Tim Travis and Tobias Carlisle discuss a broad set of value opportunities and risks across the US market.
Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert
Ryan Albert, a value investor focused on Korea, argues the Korea discount stems from family-controlled conglomerates that keep cash inside the company and suppress share prices to minimise…
Small Caps Are About to Have Their Moment | Jeff Weniger
Jeff Weniger and hosts discuss a late-2025 market that they see as fragile, with the S&P 500 near highs but leadership narrowing to the Magnificent Seven and rising long-end Treasury yields, around…
Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar
Jonathan Boyar of Gardner Russo & Gardner joins Tobias Carlisle and Jake Taylor to pitch beaten-down quality companies.