The Acquirers Podcast

17K subscribers

7:14

Why Madison Square Garden Sports (MSGS) Is Severely Undervalued

The Acquirers Podcast · 25 views · 4 hours ago

9:13

How a Mozart-Loving Bird Explains Stock Market Selling Strategy

The Acquirers Podcast · 340 views · 1 day ago

3:52

Are AI Fears Crushing High-Quality Travel Stocks?

The Acquirers Podcast · 164 views · 1 day ago

5:11

Is QSR a Better Value Play Than McDonald's?

The Acquirers Podcast · 341 views · 2 days ago

26:05

The 10-Year Yield Is Near a 25-Year High. What Breaks First?

The Acquirers Podcast · 1.2K views · 2 days ago

4:28

The Fed's Sticky Dilemma: Rising National Debt vs. Inflation | Value Options Letter

The Acquirers Podcast · 424 views · 5 days ago

5:10

Why Soaring Interest Rates Are Threatening Real Estate & Bonds | Value Options Letter

The Acquirers Podcast · 568 views · 6 days ago

7:08

The Brownian Bridge: Why the Journey to 2036 Could Ruin AI Investors

The Acquirers Podcast · 1.1K views · 7 days ago

5:16

Why Market Bubbles Persist Even When Smart Investors Short Them

The Acquirers Podcast · 430 views · 8 days ago

30:36

What Rates Mean for META, Amazon & Oil | Value Options Letter

The Acquirers Podcast · 863 views · 9 days ago

9:17

State-Owned Enterprises & Investment Philosophy in Emerging Markets | Juan Torres

The Acquirers Podcast · 385 views · 12 days ago

11:37

Unlocking Value in Emerging Markets: Where Are the Opportunities? Juan Torres

The Acquirers Podcast · 291 views · 12 days ago

9:38

Vavlovian Mimicry in Stock Markets: Why the Best Performing Ideas Feel Uncomfortable

The Acquirers Podcast · 882 views · 12 days ago

9:21

Why Is the US Overspending on Healthcare? (And the Looming Pharma Patent Cliff) | Andrew Summers

The Acquirers Podcast · 324 views · 12 days ago

11:53

Graham Duncan's Five Levels of Investment Mastery

The Acquirers Podcast · 477 views · 12 days ago

3:43

Are GLP-1 Weight Loss Drugs the Ultimate 'Magic Pill' for Modern Healthcare? | Andrew Summers

The Acquirers Podcast · 145 views · 12 days ago

4:05

Booking.com Investment Thesis: Navigating COVID and AI Threats | Jonathan Tepper

The Acquirers Podcast · 283 views · 12 days ago

8:32

The Psychology of 'Buy the Dip': Overtrained Rats in Financial Markets | Juan Torres

The Acquirers Podcast · 332 views · 12 days ago

5:24

Who Will Really Win the AI Revolution? | Jonathan Tepper

The Acquirers Podcast · 307 views · 12 days ago

3:48

The Myth of Capitalism: Corporate Monopolies & Antitrust Laws | Jonathan Tepper

The Acquirers Podcast · 110 views · 12 days ago

4:00

How to Find Undervalued Healthcare Stocks Before Wall Street Catches On | Andrew Summers

The Acquirers Podcast · 157 views · 12 days ago

7:25

Navigating Risk and Reality in Frontier and Emerging Markets | Juan Torres

The Acquirers Podcast · 118 views · 12 days ago

3:37

How Custom 3D Printing and AI Are Revolutionizing Knee & Hip Replacements | Andrew Summers

The Acquirers Podcast · 85 views · 12 days ago

10:56

Market Regimes, Value Investing, and Macro Misconceptions in EM | Juan Torres

The Acquirers Podcast · 106 views · 12 days ago

3:13

Mastering Portfolio Construction and Managing Risk in Financials | Derek Pilecki

The Acquirers Podcast · 502 views · 13 days ago

6:15

Why Did Elon Musk Start an Electric Car Company? | Erik Jorgenson

The Acquirers Podcast · 301 views · 13 days ago

5:19

Navigating Market Crashes: Lessons from 1987 and 1999 | Charles Lemonides

The Acquirers Podcast · 466 views · 13 days ago

7:14

A Value Investor's Strategy for Financials | Derek Pilecki

The Acquirers Podcast · 355 views · 13 days ago

4:37

Unlocking Deep Value in Undervalued European Industrial Stocks | Alexander Roepers

The Acquirers Podcast · 10K views · 13 days ago

5:13

The Power of Constructive Behind-the-Scenes Activism in Japanese Markets | Alexander Roepers

The Acquirers Podcast · 397 views · 13 days ago

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