The Acquirers Podcast
17K subscribers

Why Madison Square Garden Sports (MSGS) Is Severely Undervalued
The Acquirers Podcast · 25 views · 4 hours ago

How a Mozart-Loving Bird Explains Stock Market Selling Strategy
The Acquirers Podcast · 340 views · 1 day ago

Are AI Fears Crushing High-Quality Travel Stocks?
The Acquirers Podcast · 164 views · 1 day ago

Is QSR a Better Value Play Than McDonald's?
The Acquirers Podcast · 341 views · 2 days ago

The 10-Year Yield Is Near a 25-Year High. What Breaks First?
The Acquirers Podcast · 1.2K views · 2 days ago

The Fed's Sticky Dilemma: Rising National Debt vs. Inflation | Value Options Letter
The Acquirers Podcast · 424 views · 5 days ago

Why Soaring Interest Rates Are Threatening Real Estate & Bonds | Value Options Letter
The Acquirers Podcast · 568 views · 6 days ago

The Brownian Bridge: Why the Journey to 2036 Could Ruin AI Investors
The Acquirers Podcast · 1.1K views · 7 days ago

Why Market Bubbles Persist Even When Smart Investors Short Them
The Acquirers Podcast · 430 views · 8 days ago

What Rates Mean for META, Amazon & Oil | Value Options Letter
The Acquirers Podcast · 863 views · 9 days ago

State-Owned Enterprises & Investment Philosophy in Emerging Markets | Juan Torres
The Acquirers Podcast · 385 views · 12 days ago

Unlocking Value in Emerging Markets: Where Are the Opportunities? Juan Torres
The Acquirers Podcast · 291 views · 12 days ago

Vavlovian Mimicry in Stock Markets: Why the Best Performing Ideas Feel Uncomfortable
The Acquirers Podcast · 882 views · 12 days ago

Why Is the US Overspending on Healthcare? (And the Looming Pharma Patent Cliff) | Andrew Summers
The Acquirers Podcast · 324 views · 12 days ago

Graham Duncan's Five Levels of Investment Mastery
The Acquirers Podcast · 477 views · 12 days ago

Are GLP-1 Weight Loss Drugs the Ultimate 'Magic Pill' for Modern Healthcare? | Andrew Summers
The Acquirers Podcast · 145 views · 12 days ago

Booking.com Investment Thesis: Navigating COVID and AI Threats | Jonathan Tepper
The Acquirers Podcast · 283 views · 12 days ago

The Psychology of 'Buy the Dip': Overtrained Rats in Financial Markets | Juan Torres
The Acquirers Podcast · 332 views · 12 days ago

Who Will Really Win the AI Revolution? | Jonathan Tepper
The Acquirers Podcast · 307 views · 12 days ago

The Myth of Capitalism: Corporate Monopolies & Antitrust Laws | Jonathan Tepper
The Acquirers Podcast · 110 views · 12 days ago

How to Find Undervalued Healthcare Stocks Before Wall Street Catches On | Andrew Summers
The Acquirers Podcast · 157 views · 12 days ago

Navigating Risk and Reality in Frontier and Emerging Markets | Juan Torres
The Acquirers Podcast · 118 views · 12 days ago

How Custom 3D Printing and AI Are Revolutionizing Knee & Hip Replacements | Andrew Summers
The Acquirers Podcast · 85 views · 12 days ago

Market Regimes, Value Investing, and Macro Misconceptions in EM | Juan Torres
The Acquirers Podcast · 106 views · 12 days ago

Mastering Portfolio Construction and Managing Risk in Financials | Derek Pilecki
The Acquirers Podcast · 502 views · 13 days ago

Why Did Elon Musk Start an Electric Car Company? | Erik Jorgenson
The Acquirers Podcast · 301 views · 13 days ago

Navigating Market Crashes: Lessons from 1987 and 1999 | Charles Lemonides
The Acquirers Podcast · 466 views · 13 days ago

A Value Investor's Strategy for Financials | Derek Pilecki
The Acquirers Podcast · 355 views · 13 days ago

Unlocking Deep Value in Undervalued European Industrial Stocks | Alexander Roepers
The Acquirers Podcast · 10K views · 13 days ago

The Power of Constructive Behind-the-Scenes Activism in Japanese Markets | Alexander Roepers
The Acquirers Podcast · 397 views · 13 days ago