Podcasts about business management

Process of managing a business or a non-profit organization

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Best podcasts about business management

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Latest podcast episodes about business management

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

The Acquirers Podcast

Play Episode Listen Later Jul 23, 2026 59:24


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.────────────────────── ⁠⁠⁠⁠⁠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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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 Startup Junkies Podcast
The Fundraising Mistakes That Kill Startups Before They Start with Jeff Amerine

The Startup Junkies Podcast

Play Episode Listen Later Jul 21, 2026 30:05


Less than 1% of U.S. businesses that ever raise outside money end up raising venture capital, and most founders chasing it don't actually need it.In this entrepreneur interview, Jeff Amerine — a venture capital investor and longtime advisor in the startup ecosystem — breaks down the real landscape of startup funding: when to bootstrap, when to raise, and why most companies burn time chasing the wrong kind of capital. He and co-hosts Daniel Koonce and Grace Gill also dig into what VCs actually look for, the most common fundraising mistakes founders make, and the difference between convertible notes and SAFEs.Whether you're bootstrapping your first idea or getting ready to pitch investors, this conversation will change how you think about who to raise from and when.What you'll learn:The three main ways founders fund a business and how to know which one fitsWhy raising venture capital has only gotten harder, and what VCs are really evaluatingThe most common fundraising mistakes founders make (and how to avoid them)Convertible notes vs. SAFEs, explained in plain EnglishWhat a strategic investor actually offers and when it's worth taking their money⏱️Chapters 1:26 Welcome to the Startup Junkies Podcast 2:03 The Three Ways to Fund a Small Business 3:43 What Is Bootstrapping? 5:33 Does Venture Capital Only Fund Tech Companies? 6:46 The Truth: Less Than 1% of Businesses Raise VC 7:33 When Is a Founder Ready to Raise Money? 9:59 Why Raising Venture Capital Has Gotten Harder 11:15 Inside a VC Firm: From 1,000 Deals to 3 or 4 12:43 How to Actually Find Investors 14:19 Common Fundraising Mistakes Founders Make 16:43 Convertible Notes vs. SAFEs, Explained 21:27 Why Startups Actually Need Money 23:35 What Are Strategic Investors — And Are They Worth It? 27:16 The Deal Jeff Wishes He'd Invested In

HUNGRY.
Marketing God Father: 63 Years of Wisdom in 3 Hours (best thing you'll listen to)

HUNGRY.

Play Episode Listen Later Jul 20, 2026 178:14


Advertising legend Dave Trott joins Dan Pope to explain why most marketing goes unnoticed, why brand should be your second thought, and why simple, blunt ideas beat clever jargon. From Toshiba and Audi to Volkswagen, Nike and Steve Jobs, Trott breaks down the campaigns, principles and creative decisions that made brands impossible to ignore.He explains why the best advertising is useful information, brilliantly executed; why every idea should be simple enough to repeat in the pub; and why distinctive work starts by asking what the advertising is actually supposed to do. A sharp, funny masterclass in form following function, positioning, working-class creativity and the power of giving people one unforgettable thing to remember.Ayra is your external front of house. An artificially intelligent communications manager that lives on your website and across your social channels, chatting and responding to customers 24/7 with warmth and personality.She's trained on your business and built to act. Taking the reservation, holding the card, sending the reminder, recovering the lost booking. Instantly and autonomously.click the link to learn more.

Zero to Profitable Franchise
Inside the CertaPro Painters Franchise

Zero to Profitable Franchise

Play Episode Listen Later Jul 19, 2026 52:12


Grab our breakdown of the 5 Low-Cost Businesses That Make $1 Million: https://www.franchiseempire.com/lowcost?utm_source=fejuly192026What does it take to go from entry-level sales rep to franchise owner in the same business you spent years building from the inside out? In this episode of the Zero to Profitable Franchise Podcast, host Chantel Soumis sits down with Erik Harris, owner and general manager of CertaPro Painters of Needham, Massachusetts. Erik started at Sherwin Williams out of college, spent over seven years as a sales rep at CertaPro, and in late 2020 bought the business from the previous owner in the middle of a global pandemic. He breaks down why he chose to stay with the franchise instead of going independent, how he generated 108 new Google reviews in a single year, why business networking became his highest ROI marketing channel, and what he has had to unlearn as a perfectionist to think like a business owner. If you want to understand what franchise ownership actually looks like day to day, Erik's story gives you a clear picture of what that path actually looks like.------------------Considering Investing In A Franchise?

Key Wealth Matters
Crazy Train: The Economy Keeps Rolling Down the Tracks

Key Wealth Matters

Play Episode Listen Later Jul 17, 2026 28:15


This week's discussion focused on encouraging inflation data, steady consumer spending, and the market implications of continued AI-driven investment. The team reviewed June CPI results, Fed Chair Kevin Warsh's congressional testimony, and the latest Beige Book findings ahead of the July FOMC meeting. While inflation showed signs of moderation, panelists noted that price pressures remain above target and are likely to keep the Fed on hold. The conversation also explored market rotation away from some AI leaders toward cyclical sectors, improving earnings trends, resilient credit markets, and the potential for broader economic participation as growth expands beyond mega-cap technology.03:43 — June CPI, Fed testimony, and Beige Book overview08:25 — Economic outlook, inflation trends, and AI-driven growth12:16 — Fed expectations, rates, and credit market dynamics17:28 — Market rotation, earnings season, and AI stock performance22:55 — Healthcare opportunities and broadening market leadershipAdditional ResourcesRead: Key Questions - Is Artificial Intelligence (AI) a “Bubble”?Read: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026 Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

The Startup Junkies Podcast
I Trust My Gut 70% of the Time - Here's Why with Dr. Joshua Upshaw

The Startup Junkies Podcast

Play Episode Listen Later Jul 13, 2026 29:45


Insurance paperwork is delaying treatment for patients who don't have time to wait. One founder built a company to fix it.In this entrepreneur interview, Dr. Joshua Upshaw — founder and CEO of Hidalgo Technologies and a PhD in cognitive neuroscience — shares how a family health crisis pushed him from academic research into healthcare entrepreneurship, why he trusts his gut more than any spreadsheet, and how he built his team around mission alignment instead of resumes.Whether you're still validating your first idea or figuring out who belongs on your founding team, this conversation will change how you think about intuition, feedback, and timing.Chapters: 0:00 Cold Open: Trust Your Gut 0:22 Welcome to the Startup Junkies Podcast 1:02 What Is Hidalgo Technologies? Fixing Insurance Prior Authorization 1:54 From Neuroscience to Health Tech: Josh's Origin Story 2:59 The Family Story That Sparked Hidalgo Tech 5:35 Why Josh Calls Himself a Problem Solver, Not a Scientist 8:57 Validating the Problem Through Customer Discovery 11:36 Building the Team: Finding the Right Technical Lead 14:55 Why Mission Alignment Matters More Than Skill 16:10 Handling Feedback, Ego, and Doubt as a Founder 19:00 Following Your Gut: Sifting Signal From Noise 21:09 Who Hidalgo Tech's Ideal Customer Is 21:56 Funding the Company: NSF Grants & Raising Capital 25:32 The Next Five Years for Hidalgo Tech 26:23 Advice to His Younger SelfAbout Joshua Upshaw: Founder and CEO of Hidalgo Technologies, reducing administrative overhead in insurance prior authorization so patients get treatment sooner. PhD in cognitive neuroscience and an alum of the University of Arkansas's New Venture Development program and Health Tech Arkansas. Connect with Joshua: https://www.linkedin.com/in/joshua-upshaw-ph-d/Website: https://hidalgatech.com/

Key Wealth Matters
Fed Focus Shifts as Inflation Stays Sticky

Key Wealth Matters

Play Episode Listen Later Jul 13, 2026 25:51


This week's discussion focused on a labor market that is cooling but still stable, renewed geopolitical risk tied to oil prices, and a Federal Reserve that appears more focused on inflation under new leadership. The panel also reviewed the market's reaction to the June FOMC minutes, the importance of upcoming economic data, and how AI-related spending is influencing both inflation and equity leadership. Investors should watch earnings breadth, rate expectations, and rotation within technology as the second half of the year begins. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:01 — Labor market data shows slower payroll growth04:48 — Middle East risks put oil prices back in focus09:01 — FOMC minutes point to a more hawkish Fed14:33 — AI spending drives equity market rotation21:26 — Closing thoughts for investors Additional ResourcesRead: Key Questions - Is Artificial Intelligence (AI) a “Bubble”?Read: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026 Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

HUNGRY.
Why You Have To Think Differently to Win a Michelin Star in 2026 - Emily Roux

HUNGRY.

Play Episode Listen Later Jul 13, 2026 102:46


This week on Hungry: Emily Roux reflects on building Caractère with her husband Diego Ferrari, earning its Michelin star, and learning that excellence depends on patience, consistency and a tightly connected team. She shares lessons from working in Paris, Monaco, Japan and alongside leading chefs, revealing how curiosity, adaptability and deep immersion shaped her cooking.The conversation explores the Roux family legacy, her childhood inside Le Gavroche, the assumptions that come with a famous surname and her determination to establish herself independently. Emily also discusses the realities behind restaurant ownership — rent negotiations, staffing, motherhood, difficult conversations and the financial pressure of surviving Covid.From London's restaurant boom and Japan's devotion to ingredients to the importance of sauces, crockery and customer experience, Emily explains how Caractère blends classical foundations with a lighter, more contemporary identity — and why good things, including Michelin stars, take time.Ayra is your external front of house. An artificially intelligent communications manager that lives on your website and across your social channels, chatting and responding to customers 24/7 with warmth and personality.She's trained on your business and built to act. Taking the reservation, holding the card, sending the reminder, recovering the lost booking. Instantly and autonomously.click the link to learn more.

Best Real Estate Investing Advice Ever
Vertical Integration Strategy, Operational Efficiency, and Multi-Business Management ft. JD Gray

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 10, 2026 54:07


Matt Faircloth talks to JD Gray as he reveals how owning every piece of the puzzle, from land to title, turbocharged his business to multi-million-dollar success. Imagine turning your real estate ventures into a high-efficiency machine that controls costs, expedites deals, and streamlines operations seamlessly. JD Gray, a pioneering developer and investor in Arkansas, shares how he scaled a fix-and-flip empire alongside land development and full vertical integration, all while maintaining remarkable agility. Whether it's for land, new builds, or flips, JD's approach is a masterclass in operational efficiency, standardized processes, and strategic vendor partnerships that cut costs and boost profitability. JD Gray Co-Owner and Chief Strategy Officer of Pro Land Title Based in: Conway, Arkansas Where to find them: https://www.linkedin.com/in/jdgraycra http://prolandtitle.com/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

HUNGRY.
Espresso: Soho House Founder on The Power of Simplicity

HUNGRY.

Play Episode Listen Later Jul 10, 2026 6:05


 ============================================== ♨️Still bloody HUNGRY? Course ya are. Each week I spend 15 hours writing my newsletter. It'll take you 5 mins to read. Full of wisdom from the biggest names in food and drink. Subscribe here - https://hungryfeast.beehiiv.com/

The Startup Junkies Podcast
This Founder Can Read Your Vitals From a Phone Call with Nyamitse-Calvin Mihanda

The Startup Junkies Podcast

Play Episode Listen Later Jul 7, 2026 21:20


Most founders obsess over their product. The real skill is knowing which problem to fall in love with instead.In this entrepreneur interview, Nyamitse-Calvin Mihanda — founder of Vital Audio and a Techstars and Fuel Accelerator alum — shares how his company extracts heart rate, respiratory rate, and blood pressure from ordinary conversation, why he walked away from a "perfect" product mindset, and how his path from hospital billing collector to healthcare founder shaped the way he builds teams today.Whether you're building your first startup or trying to close the access-to-care gap in your own community, this conversation will change how you think about resilience, timing, and what it actually takes to launch.What you'll learn:How signal processing and machine learning pull vital signs straight from a voice recordingWhy clinical partnerships with NYU Langone and Mayo Clinic came before scale, not afterThe "fall in love with the problem, not the product" principle that keeps founders from chasing dead endsWhy soft skills — not technical skills — are the hardest thing to teach a teamHow rural and underserved communities stand to benefit most from voice-based vital tracking⏱️ Chapters:0:53 Welcome to the Startup Junkies Podcast1:16 How Vital Audio Reads Vitals From Your Voice2:21 The Science Behind Extracting Vitals From Speech3:09 Landing Clinical Partners: NYU Langone, Mayo Clinic & More4:16 From Hospital Billing to Healthcare Entrepreneur6:13 Techstars vs. The Fuel Accelerator: What's Different8:55 An Immigrant's Resilience: Lessons From Tanzania to NYC11:03 Why Soft Skills Matter More Than Technical Skills12:25 The Best Advice: Fall In Love With The Problem14:18 Overcoming Fear When You Start a Company14:47 What Nyamitse-Calvin Mihanda Loves About the Arkansas Ecosystem17:06 Closing the Rural Healthcare Access Gap19:47 Where to Find Nyamitse-Calvin & Vital Audio

Experience Action
Build Momentum Without A Mandate

Experience Action

Play Episode Listen Later Jul 7, 2026 12:10 Transcription Available


Most leadership advice assumes you already have the mandate, the budget, the buy-in, and the seat at the table. If you lead customer experience, you know that's often fiction. We're expected to react to requests from marketing, ops, and whoever our dotted-line boss is this week, then we're judged on outcomes we didn't have the power to drive.Showing up as a customer experience business leader, not just a CX advocate, starts with momentum. When we deliver visible wins that make other leaders' lives easier, we build authority even without the title. We talk through how to reframe “influence” so it's not about pleading for support, but about connecting to the moments and priorities that already matter inside the organization.From there, we get practical with a simple framework of mindset, strategy, and discipline. Mindset means building a CX mission that is a win-win for every leader you partner with. Strategy means improving the world your executives live in, like reducing service calls to increase efficiency or tying journey fixes to retention and revenue. Discipline means stopping the cycle of short-term reporting and instead linking what we do every day to long-term organizational goals.Measurements are not outcomes. The leaders who get funded become “translator-in-chief,” turning customer insights into clear business outcomes like cost-to-serve reduction, growth, churn prevention, and market advantage. If you're ready to build momentum without a mandate and use the second half of the year as a reset, hit play, then subscribe, share this with a fellow CX leader, and leave a rating and review so more people can find the show.Resources Mentioned:Order your copy of Experience Is Everything -- http://experienceiseverythingbook.comLearn more about CXI Membership™ and apply -- http://CXIMembership.comExperience Investigators -- https://experienceinvestigators.comEnjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)

HUNGRY.
Brand & Marketing Expert: How Minor Figures Went to War with OATLY

HUNGRY.

Play Episode Listen Later Jul 6, 2026 128:18


 How do you build a brand that feels less like a product and more like a movement? Minor Figures co-founder Will Rixon sits down with Dan Pope in Nashville to talk cold brew, oat milk wars, barista culture, music, psychedelia, America vs the UK, and why brand should solve real commercial problems — not just look good on a mood board.  

Legal 123s with ByrdAdatto
I Am Opening a Practice…What Now?

Legal 123s with ByrdAdatto

Play Episode Listen Later Jul 1, 2026 30:32


Every business owner reaches a moment when the next step is not so obvious. Hosts Brad and Michael kick off Season 24 with the lessons they learned from building their own firm. From the early days of moving fast and saying yes to every opportunity to navigating rapid growth, they reveal the challenges and turning points that shaped their journey. Learn how to avoid common pitfalls in your practice, build systems your team will actually follow, and make confident decisions when faced with the inevitable "what now?"  Chapters00:00 Intro01:11 Banter04:37 Story15:52 Access+16:34 Legal Takeaways29:26 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

The Startup Junkies Podcast
Why Bentonville's Startup Ecosystem Is More Powerful Than You Think | Zak Morris

The Startup Junkies Podcast

Play Episode Listen Later Jun 29, 2026 10:32


What happens when a mentor gets more out of an accelerator than the founders do?Zak Morris joined the Fuel accelerator as a subject matter expert in AI — but quickly realized he was learning just as much as the companies he was advising. In this episode, Zak breaks down how working with startups across cybersecurity, AML, and healthcare sharpened his own thinking, why Bentonville's density of world-class talent is an underrated advantage, and how one early conversation with a founder led to a permanent board seat.Whether you're a founder, a seasoned professional sitting on the sidelines, or someone who's never thought of themselves as a mentor — this one's for you.

HUNGRY.
Soho House Founder: The Biggest Mistakes All Businesses Make (And How To Fix Them)

HUNGRY.

Play Episode Listen Later Jun 29, 2026 87:06


  Nick Jones, founder of Soho House and St Clement, sits down with Dan Pope to unpack the ideas behind one of the most influential hospitality careers of the last 30 years. From turning a single members' club in Soho into a global empire, to rethinking what modern luxury should feel like, Nick explains why great hospitality starts with simplification, generosity, atmosphere, and seeing everything through the customer's eyes. He also shares the failures, risks, design decisions, and hard-earned lessons behind Soho House, New York, Cafe Bohemia, The Ned, and his newest London hotel, St Clement.  

Key Wealth Matters
Fed Reset, Inflation Pressures and a Broader Market Story

Key Wealth Matters

Play Episode Listen Later Jun 26, 2026 26:27


Markets recalibrate as the Federal Reserve signals a more hawkish stance under new leadership, shifting expectations away from rate cuts and toward potential tightening. Inflation projections moved higher, reinforcing the Fed's focus on price stability and reducing forward guidance as a policy tool. Fixed income markets reacted quickly, with front end yields rising and volatility expected to persist. In equities, leadership continues to broaden beyond mega cap names, with improving participation across sectors supporting a constructive backdrop, though near term consolidation and uneven returns remain likely through the summer. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:40 — Market overview with GDP, PCE and unemployment trends04:05 — FOMC recap and introduction of new Fed Chair Kevin Warsh06:20 — Inflation projections rise and policy expectations reset12:30 — Reduced Fed communication and implications for volatility15:00 — Equity market rotation beyond mega cap tech and earnings outlook Additional ResourcesRead Now: Trump Accounts: A New Tool for Building Optionality for ChildrenCheck Out: Key Questions: Is Artificial Intelligence (AI) a “Bubble”? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

Build Your Own Fairytale
The Cost of Keeping Everything in Your Head (Solo Episode)

Build Your Own Fairytale

Play Episode Listen Later Jun 25, 2026 9:26


Text Kristen your thoughts or feedback about the show ​As summer gets underway, I've been asking myself a different question: not "What needs to get done?" but "What can stop depending on me?"In this episode, I'm sharing the hidden costs of being the person who remembers everything in your business. We'll talk about the financial leaks that happen when things fall through the cracks, the mental load of carrying it all, and why your business shouldn't take up space that belongs to the life you're trying to build.Plus, I'll share one simple example of how a small system can free up more mental space this summer.Free Document Reminder Prompt PackA simple resource to help you create reminder timing, wording, and follow-up strategies for proposals, contracts, invoices, and questionnaires—whether you use 17hats or another CRM.

HUNGRY.
I Quit My Job, Had Zero In The Bank and Built an London's Hottest Indian Restaurant - The Tamila Story

HUNGRY.

Play Episode Listen Later Jun 22, 2026 104:05


 Glen Leeson, co-founder of The Tamil Prince, The Tamil Crown and Tamila, joins Dan Pope to unpack how one of London's most talked-about Indian restaurant groups was built from pub pop-ups, second-hand fridges and blind belief.From Patty & Bun's burger boom to JKS discipline, lockdown hustle, personal guarantees, viral Sunday roasts, Dishoom collabs, delivery strategy and the magic of creating a restaurant that feels alive — this is a proper founder story about graft, taste, timing, luck and learning by doing.

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

The Acquirers Podcast

Play Episode Listen Later Jun 18, 2026 59:44


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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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).

ITALIAN, FOR SURE  |  Italian Culture Guide via Conversations with Italians in Italy
An Italian Expert Explains What Grappa Actually Is - Francesca Nonino on its History, Making Process, and the Biggest Drinking Mistakes

ITALIAN, FOR SURE | Italian Culture Guide via Conversations with Italians in Italy

Play Episode Listen Later Jun 17, 2026 50:53


Unlocking the real world of elite Italian drinking culture requires moving past the "lighter fluid" stereotypes to explore the rigorous science, hidden history, and strict family dynamics behind crafting authentic, single-varietal grappa - and don't forget about the lethal production testing required to keep consumers alive.* Join the ITALIAN, FOR SURE Trip to Italy! https://italianforsurepodcast.beehiiv.com *Francesca Nonino, sixth generation of the Nonino family, and host Catrin Skaperdas have an entertaining and informative conversation about Italian culture inclusive of:What is grappaWhat makes grappa authenticHow grappa was discoveredCatrin's first experience with grappaWhat grappa not to drinkThe test that grappa producers need to do in order to ensure it won't kill youHow Grappa fits into Italian cultureWhy you need to read the label when you buy/drink grappaThe process of making grappaHow the first single variety grappa was bornRunning a woman-run business ItalyBeing a woman in the grappa industry in ItalyPros and cons of running a family owned business in ItalyFrancesca Nonino's journey and passion for her family and her companyThe Nonino family storyThe story of the first female master distiller in ItalyHistory of grappa Drinking culture in the U.S. vs ItalyThe biggest mistake you can make when drinking grappaFrancesca's thoughts on Made in ItalyChapters2:15 Intro4:20 What is Grappa6:54 Catrin's first experience with Grappa9:41 How Grappa is part of Italian culture12:15 Why it's important to read the Grappa label16:40 The process of making grappa21:44 Francesca Nonino's memory with her Nonno23:24 The birth of the single variety grappa26:38 Running a woman-run business in Italy29:29 The story of the first female master distiller in Italy31:10 Dynamics of running a family run business in Italy38:08 Marketing Grappa in the United States44:18 Drinking culture in the Us and Italy47:18 The biggest mistake you can make when drinking grappa49:21 The truth about made in Italy51:37 OutroMore about Francesca Nonino:Francesca Bardelli Nonino, sixth generation of the Nonino family, is Head of Web Communication and co-responsible for the U.S. market alongside her aunt Elisabetta at Nonino Distillatori.After earning a Master's degree in Economics and Business Management — enriched by a semester at Yonsei University in Seoul and an internship at illycaffè — she joined the company as a Brand Ambassador. Alongside her professional role, she further developed her expertise through two master's programs in Social Media Communication and User Experience, a certified bartender course, the AIS sommelier certification, and the WSET Level 3 qualification.In February 2021, she was selected by LinkedIn to officially join its global LinkedIn Influencer program, a network of leading entrepreneurs, academics, and managers. In May of the same year, she was recognized as “The Grappa Influencer.”In 2022, she received the America Award for promoting an iconic Made in Italy product overseas. In June 2023, she won the “Digital Night – Talents Transforming the Digital World” award for modernizing the communication of a historic product, followed in October by the “Impact Marketing Award.”In August 2024, she was included in Wine Enthusiast's global “Future 40” list, highlighting professionals shaping the future of the beverage industry, and was also named among the Top 100 communicators by Forbes Italia. In 2025, she received the Italy Ambassador Award in the Food & Beverage category, dedicated to content creators who promote Italy in the digital world. In 2026, she was awarded the Dominae Prize, recognizing women who represent Made in Italy globally.Her next goal is to learn the art of artisanal distillation from her mother and grandfather and become a Master Distiller.Connect with Francesca on Instagram: www.instagram.com/francesca.noninoThis interview is available to watch on Apple Podcasts, Spotify and YouTube, and available to listen-only everywhere else you can get podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Startup Junkies Podcast
How Stefanie Hammett Is Rewriting Consent Laws One State at a Time

The Startup Junkies Podcast

Play Episode Listen Later Jun 15, 2026 39:13


What does affirmative consent law reform, university sex education, and AI-powered law enforcement tools have in common? They're all part of Stefanie Hammett's ambitious startup, HMS.HMS (Have More Safety · Have More Sex · Have More Space) is a consent education company with a bold 2036 goal: insert affirmative consent into all 50 state criminal codes. But getting there means building a real business — with a direct-to-consumer product line, a university B2B pilot program, and a law enforcement tech partnership with Clipper AI.Stefanie breaks down:The "drip effect" strategy for getting consent education into university campusesWhy selling to law enforcement requires showing up 17 times before they trust youHow she balances a world-changing mission with the mechanics of actually building a startupHer advice to founders: presence, biohacking, and trusting your own clarityAnd more!

HUNGRY.
UK's #1 Protein Bar "Grenade": The Playbook Behind The £600M Exit - Al Barratt

HUNGRY.

Play Episode Listen Later Jun 15, 2026 115:53


 Grenade founder Al Barratt returns in this re-cut episode on how he built one of the UK's most successful challenger brands — and sold it to Mondelez/Cadbury in a deal that ultimately valued the business at over £600m.Al breaks down the brutal reality behind big exits: invasive due diligence, trademark protection, global scalability, profit, team quality, and why most “hot” brands are built on smoke and mirrors. He also reveals how Grenade moved from sports nutrition into petrol stations, supermarkets and the chocolate fixture — taking on Mars, Snickers, Dairy Milk and Kinder Bueno by making protein bars feel like a mass-market food product, not a niche gym supplement.A masterclass in challenger brand strategy, premium pricing, retail distribution, category disruption, and building a business that big companies actually want to buy.

Key Wealth Matters
A New Fed Era Begins as Inflation Lingers and Markets Broaden

Key Wealth Matters

Play Episode Listen Later Jun 12, 2026 25:29


Markets ended the week balancing persistent inflation data, evolving Fed expectations, and shifting equity leadership. CPI and PPI both surprised to the upside, reinforcing the view that inflation remains sticky and likely keeps the Fed in a restrictive stance ahead of Kevin Warsh's first FOMC meeting as chair. While geopolitical tensions in the Middle East added volatility early in the week, markets recovered on signs of potential de-escalation. In equities, leadership broadened beyond mega caps, with equal weight indices gaining strength as investors reassess concentration risk. With rates expected to stay higher for longer, disciplined positioning and diversification remain key in navigating the current environment. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:05 — CPI and PPI show persistent inflation pressures04:00 — Fed outlook ahead of Kevin Warsh's first FOMC meeting06:30 — Geopolitics and market reaction to Middle East tensions10:00 — Bond market implications and higher for longer rate expectations15:15 — Equity market breadth improves as SpaceX IPO draws attention Additional ResourcesNational Call Replay: 2026 Mid-Year CIO UpdateRead Now: Corporate Transparency Act — Where Are We Now (2026)? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

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

The Acquirers Podcast

Play Episode Listen Later Jun 11, 2026 61:47


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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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).

CRO Spotlight
How Misaligned Software Metrics Ruined B2B Sales and How to Fix It with MK Marsden

CRO Spotlight

Play Episode Listen Later Jun 10, 2026 60:55


In this episode of CRO Spotlight, Warren Zenna sits down with MK Marsden, CEO of Sales-Sleuth, to diagnose the root causes of the modern B2B sales crisis. They explore how the shift toward cheap, automated mass communication has eroded buyer trust and forced buyers to rely on independent research. As buyers become increasingly overwhelmed by digital noise, revenue leaders must fundamentally rethink their outbound approaches.The conversation tackles the systemic issues created by misaligned software solutions and arbitrary key performance indicators. MK argues that treating complex sales relationships as a series of isolated events—measured by clicks, opens, and call volumes—has detached sellers from true relationship building. When finance teams and software engineers dictate sales metrics, organizations lose sight of genuine buyer satisfaction.To counteract this dysfunction, leaders need to empower their teams with deep insights before a conversation ever occurs. The discussion shifts toward leveraging advanced sales intelligence platforms that analyze public buyer signals, eliminating the need for cold discovery calls. By equipping sellers with accurate data regarding a prospect's technical environment and immediate needs, companies can level the playing field.Ultimately, restoring effectiveness in sales requires a commitment to long-term value over instant gratification. Warren and MK highlight the challenges newly appointed revenue leaders face when balancing immediate expectations against the time required to genuinely turn a strategy around. They conclude by discussing how measuring long-term impact and sustained trust is the only sustainable path forward for modern businesses.

HUNGRY.
Rory Sutherland's Restaurant Would Break Every Rule (And Be Fully Booked)

HUNGRY.

Play Episode Listen Later Jun 10, 2026 57:40


  “Subscribe to free weekly news letter HUNGRY FRIDAY FEAST here”   Rory Sutherland breaks down the weird, wonderful psychology behind restaurants and hospitality — why where you make money and what people pay for are often different things, why lowering prices can be dangerous, why surprise creates loyalty, why customers hate uncertainty, and why founder-led brands often outperform finance-led giants. ON THE MENU: 00:00:00 Restaurants Are the Galapagos of Marketing 00:01:05 What Customers Really Pay For 00:03:06 The Restaurant Real Estate Play 00:05:25 Why Tiny Menus Build Belief 00:06:58 Reverse Benchmarking Restaurant Success 00:08:53 Surprise Is The Secret Weapon 00:09:14 Steve Jobs' Overlooked Genius 00:11:03 Why Uber Feels Like Magic 00:13:21 Price Is A Feeling 00:16:14 Menu Design Changes Everything 00:18:41 Restaurants Push Wine Without You Noticing 00:21:02 The Peak End Rule Explained 00:22:34 Why Clear Signage Makes Money 00:26:32 One Word Can Raise Prices 00:27:51 Taco Bell's London Mistake 00:31:42 Why Customers Don't Know 00:34:36 Managing Expectations Changes Everything 00:36:37 Is Uber Eats Really Marketing? 00:37:00 Audience Q: Quick Service Hospitality 00:39:59 Bucky's Toilet Business Genius 00:42:00 Audience Q: Measuring What Matters 00:46:31 Disney Would Fix High Speed Rail 00:47:57 Audience Q: Scaling Founder Feeling 00:48:50 Don't Sell To Private Equity 00:52:23 Why Big Companies Kill Ideas 00:53:36 Why Red Bull Shouldn't Work 00:54:52 Farmers Markets Make No Economic Sense 00:55:53 Copying Creates The Opposite Opportunity  ============================================== ♨️Still bloody HUNGRY? Course ya are. Each week I spend 15 hours writing my newsletter. It'll take you 5 mins to read. Full of wisdom from the biggest names in food and drink. Subscribe here - https://hungryfeast.beehiiv.com/

HUNGRY.
Social Media Genius: The Content Strategy To Make People Pay Attention in 2026 | James Smith, Neutonic

HUNGRY.

Play Episode Listen Later Jun 8, 2026 118:07


  “Subscribe to free weekly news letter HUNGRY FRIDAY FEAST here”  In this stripped-back reissue, Dan Pope sits down with the fitness author, entrepreneur and attention obsessive to unpack how James went from selling workouts online to building brands, books, audiences and Neutonic with Chris Williamson.This is a conversation about honest marketing, confidence, creative chaos, personal brand, creator businesses, Prime, Liquid Death, YouTube, doomscrolling, British ambition, American optimism, and why getting attention is now one of the most valuable skills in business.James explains why better products don't always win, why most founders misunderstand social media, why confidence comes after action, and why “all wins feel the same.”Part fitness philosophy, part business masterclass, part brutal reality check for anyone trying to build something people actually care about. ============================================== ♨️Still bloody HUNGRY? Course ya are. Each week I spend 15 hours writing my newsletter. It'll take you 5 mins to read. Full of wisdom from the biggest names in food and drink. Subscribe here - https://hungryfeast.beehiiv.com/

Consistent and Predictable Community Podcast
What Makes Leadership Different from Management?

Consistent and Predictable Community Podcast

Play Episode Listen Later Jun 5, 2026 5:31


What you'll learn in this episode: ● The key difference between leading and managing ● How your words can carry more weight than you realize ● Why great leaders attract people seeking guidance ● How to empower your team through influence, not authority ● The mindset shift that transforms management into leadership

Key Wealth Matters
Cracks in the AI Trade, a Strong Jobs Print, and the Summer Fed Watch

Key Wealth Matters

Play Episode Listen Later Jun 5, 2026 27:28


This week's conversation points to an economy that is still expanding, but with a market narrative that may be shifting. Manufacturing and services remained in expansion, job openings improved, and May payrolls came in stronger than expected, reinforcing a firmer labor backdrop ahead of the June FOMC meeting. At the same time, the team discusses early cracks in the AI trade, the potential for rotation as large IPOs approach, and why higher yields may persist. In fixed income, resilient credit markets still favor quality, while policy and inflation remain central watchpoints for portfolio positioning. Continue the conversation at our upcoming Key Wealth National Call: 2026 Mid-Year CIO Update on June 9, 2026 at 1:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:39 — Manufacturing, services, Beige Book, JOLTS, and May payrolls.05:16 — Middle East developments, oil inventories, and summer supply risks.08:10 — AI trade cracks, Broadcom, and the coming SpaceX IPO.16:54 — Jobs, Fed expectations, higher yields, and resilient credit.23:07 — National Call reminder and what investors should watch next. Additional ResourcesRegister Now: Key Wealth National Call: 2026 Mid-Year CIO UpdateRead: Key Questions: What's Behind the Back Up in Global Bond Yields? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

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

The Acquirers Podcast

Play Episode Listen Later Jun 4, 2026 60:32


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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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).

SaaS Talkâ„¢ with the Metrics Brothers - Strategies, Insights, & Metrics for B2B SaaS Executive Leaders

After 122 episodes covering SaaS metrics, GTM analytics, and the evolving world of AI-native software, Dave "CAC" Kellogg and Ray "Growth" Rike announce that The Metrics Brothers podcast is going on hiatus.In this abbreviated special episode, Ray and Dave reflect on what made the show work, what made it hard, and why now is the right time to take a pause. They share their top-performing episodes across 122 weeks, including the all-time most-listened episode on NRR, a breakout episode on pipeline generation, and the Intercom AI transformation episode that set a record for first-week downloads.They also explain the primary driver behind the break: AI changed the subject matter faster than their accumulated operator experience could keep up. What started as two veterans trading war stories about metrics they had lived with for decades became something that required more prep, more research, and more time to do with the quality they demanded. Both hosts decided they would rather spend more time inside AI from an operator's perspective to gain real-life AI experience, then return with better stories to tell.Ray shares his plans to accelerate the AI to ROI podcast and newsletter, expand AI benchmarking initiatives with partners including Scale Ventures, and build out advisory services for companies trying to measure and justify AI business impact. Dave will be putting more time into Kellblog, deepening his work with the Balderton Capital portfolio and his advisory clients.The Metrics Brothers consistently ranked in the Top 25-50 on Apple Podcasts in the Business Management category. All 122 episodes remain available in the archive.Listeners with feedback or ideas for what comes next can reach the Metrics Brothers at metricsbros@benchmarkit.ai.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Startup Junkies Podcast
454: Why Aha Moments Are Less Instantaneous Than You Think

The Startup Junkies Podcast

Play Episode Listen Later Jun 1, 2026 27:06


SummaryInnovation isn't a lightning bolt, it's a process. That's the message threaded throughout the latest episode of the Startup Junkies podcast, where Eva Fast, director of the University of Arkansas MSPI program, joined hosts Daniel Koonce and Caleb Talley for a deep dive into product innovation, entrepreneurial mindsets, and the realities behind those famed “aha” moments.Drawing from her upbringing in Kenya and extensive academic career, Eva breaks the myth that innovation is a singular, sudden event. Instead, she describes it as a gradual journey shaped by diverse perspectives and continuous exposure to new ideas. Her research, inspired by Steven Johnson's "Where Good Ideas Come From," reveals that creativity blossoms over time and thrives within vibrant networks.Listeners will hear how the MSPI program acts as a bridge, connecting technical, business, and human elements to equip students for both startup ventures and corporate innovation roles. Whether you're a hands-on entrepreneur or an aspiring intrapreneur, the program's structure, mentorship, and hands-on challenges offer room for all innovation styles.Eva also spotlights the rising influence of AI, sharing how tools are accelerating everything from MVP launches to capstone projects. The conversation closes with practical advice: be curious, take action, and never underestimate the value of diverse experiences. For those craving real perspectives on what it takes to move from idea to impact, this episode is a must-listen. Tune in today!Show Notes(00:00) Eva's Childhood in Kenya(05:12) Building Student Confidence and Skills(08:16) Misconceptions About Innovation Process(13:05) Discussing MVP Deployment Strategies(15:37) Mentorship and Networking Benefits(19:30) Innovative Teaching Methods(25:36) Taking Action Through EntrepreneurshipLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeEva FastMaster of Science in Product Innovation (MSPI) at University of Arkansas

Key Wealth Matters
The Rally Rolls On as Risks Start to Build

Key Wealth Matters

Play Episode Listen Later May 29, 2026 25:17


Markets are navigating a complex mix of persistent inflation, steady growth, and evolving Fed leadership. Recent data shows elevated PCE inflation alongside a modest GDP revision, keeping policy expectations fluid. While rate cuts appear unlikely in the near term, the possibility of tighter policy remains on the table. Equity markets continue to reach new highs, though leadership has narrowed, raising questions about sustainability. Meanwhile, geopolitical developments and energy prices remain key inputs for investors assessing risk, positioning, and the durability of the current market backdrop. Continue the conversation at our upcoming Key Wealth National Call: 2026 Mid-Year CIO Update on June 9, 2026 at 1:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:40 — Memorial Day recap and market setup for the week03:05 — FOMC minutes and shift away from easing bias05:00 — PCE inflation and GDP revision overview09:30 — Fed outlook and rate path uncertainties14:30 — Narrow equity leadership and market concentration risks Additional ResourcesRegister Now: Key Wealth National Call: 2026 Mid-Year CIO UpdateRead: The ABCs of 529 Plans Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

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

The Acquirers Podcast

Play Episode Listen Later May 27, 2026 60:15


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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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 Startup Junkies Podcast
453: The Power of Print in a Digital World

The Startup Junkies Podcast

Play Episode Listen Later May 25, 2026 35:22


SummaryWhat happens when passion for storytelling meets the entrepreneurial spirit? In this episode of the Startup Junkies podcast, Danielle Keller, media entrepreneur, award-winning podcaster, and editor-in-chief of Northwest Arkansas's beloved Peekaboo magazine, joins Daniel Koonce, Caleb Talley, and Ty Steele for a conversation packed with inspiration, nostalgia, and the realities of building community through storytelling.Danielle shares her fascinating career journey, from her beginnings in California writing for school papers, through a detour in higher education, to diving fearlessly into documentary film, video production, and ultimately acquiring and revitalizing Peekaboo magazine. She details how Peekaboo, once a crucial parental resource before the rise of social media, became a passion project resurrected through grit, research, and community demand. The print magazine's unique sensory experience illustrates the hunger for tangible connections in a digital age.Listeners will delight in anecdotes about local mascot Ozzy the Ozark Fox, created by Danielle's daughter, and how family, authenticity, and real community voices shape every issue. The episode highlights the importance of collaboration, adaptability, and embracing both print and digital platforms as Peekaboo grows and evolves.With future visions of podcasts, dynamic web offerings, and newsletters, Danielle reminds us that it's never too late to pursue fresh dreams, amplify others' voices, and savor the present. This episode is a must-listen for entrepreneurs, storytellers, and anyone who believes in the lasting power of local stories!Show Notes(00:00) Danielle's Career Path in Media(04:06) Starting Peekaboo for Parents(09:48) Evaluating Print Magazine Revival(18:10) Creating a Themed Editorial Calendar(20:37) Seasonal Advertising Opportunities(23:07) Expanding Digital Content(33:21) Closing ThoughtsLinksDaniel KoonceCaleb TalleyTy SteeleStartup JunkieStartup Junkie YouTubeDanielle KellerPeekaboo Magazine

The Startup Junkies Podcast
452: Building a Culture of Fun and Community with Arkansas Track Club

The Startup Junkies Podcast

Play Episode Listen Later May 18, 2026 25:19


SummaryWhat does it take to build a thriving running community from scratch—and keep it going year after year? In this episode of the Startup Junkies podcast, Daniel Koonce, Ty Steele, and their guests dig into the passion, patience, and persistence behind the Arkansas Track Club's rise and evolution.Founder, Shawn Wierick, never imagined trading in med school dreams for youth coaching and ultra-marathons, but since 2012, he's built a track club with roots deep in Arkansas's running culture. Driven by the belief that culture trumps all, Shawn shares insights on inclusive leadership, welcoming everyone from six-year-old racers to elite adult athletes. For him, success isn't just about race results, but about fostering an atmosphere where they embrace everybody where they are, and if they want the best for others, they're usually a good fitNow, the baton has passed to Erin Warren, physical therapist, elite runner, and Arkansas Track Club's new owner. Erin brings not just elite credentials but also lessons from personal burnout, renewal, and a burning desire to pour into the next generation of runners. Her advice to new runners is refreshingly real: take it slow, find shoes that fit, and remember that fun and patience go the distance.Whether you're lacing up for your first mile or building a grassroots sports business, this episode is full of practical wisdom and real talk—reminding us all that, at the end of the day, it's not that serious. Have fun, build community, and enjoy the run!Show Notes(00:00) Moving to Arkansas and Finding a Coach(04:24) Starting a Post-Collegiate Track Team(09:01) Keeping Practices Fun and Engaging(15:30) Turning a Running Passion Into a Career(19:29) Breaking Down Running Expenses(23:01) Learning to Enjoy the Journey(24:24) Closing ThoughtsLinksDaniel KoonceTy SteeleStartup JunkieStartup Junkie YouTubeErin WarrenShawn WierickArkansas Track Club

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

The Acquirers Podcast

Play Episode Listen Later May 14, 2026 61:33


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/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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 Startup Junkies Podcast
451: How a Northwest Arkansas Dad Transformed His Love for Water Adventures into a Business

The Startup Junkies Podcast

Play Episode Listen Later May 11, 2026 28:24


SummaryEver thought about what's missing from your community—and what could happen if you decided to fill that gap yourself? That question is at the heart of Ozark Float Park, the innovative family-friendly business featured in the latest episode of the Startup Junkies podcast. In a region known for its outdoor spirit, Michael Barron saw an opportunity: despite Northwest Arkansas's wealth of natural settings and active families, the area was missing a float or aqua park—a modular, inflatable obstacle course on a lake designed for all ages.Michael shares his story with hosts Caleb Talley and Ty Steele, describing the moment inspiration struck during a California heatwave and how moving to Arkansas crystallized his idea. The conversation, filled with practical advice and honest reflections, dives deep into the early days of building a business on the side while managing a full-time career. Michael talks through the process of turning a dream into reality: researching local resources, finding support in Arkansas's startup ecosystem, and navigating everything from risk-aversion to operational logistics.What sets this episode apart is the genuine sense of possibility threaded throughout, especially for anyone wondering if their side-hustle could become something bigger. Michael discusses not just the vision for Ozark Float Park, but the challenges and rewards of entrepreneurship, offering encouragement for would-be founders to take that first, sometimes scary, step. Whether you're an outdoor enthusiast, an aspiring entrepreneur, or a fan of creative problem solving, this episode is a celebration of community, innovation, and family fun!Show Notes(00:00) Realizing a Market Opportunity(03:45) Designing Eco-Friendly Outdoor Adventures(08:03) Discovering Support in Startup Ecosystems(11:39) Creating Fun Experiences for Families(16:10) Hiring Strategies for Summer Operations(22:33) Planning a Float Park Expansion(24:40) Overcoming Fear of New Ideas(27:13) Closing ThoughtsLinksCaleb TalleyTy SteeleStartup JunkieStartup Junkie YouTubeMichael BarronOzark Float ParkSponsored by Bank of America

The Acquirers Podcast
Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16

The Acquirers Podcast

Play Episode Listen Later May 7, 2026 60:24


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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 Startup Junkies Podcast
450: How Black Paper Party Turned a Pandemic Passion Into a Multi-Retail Success

The Startup Junkies Podcast

Play Episode Listen Later May 4, 2026 29:25


SummaryHave you ever wondered how a simple idea born from a desire to spread joy can transform into a thriving business that redefines representation during the holidays? The latest episode of the Startup Junkies podcast offers a powerful glimpse into the origin and phenomenal growth of Black Paper Party, the vibrant Black-owned brand shaking up the seasonal décor industry.Hosts Daniel Koonce and Ty Steele sit down with the dynamic founders of Black Paper Party—Jasmine Hudson, Madia Willis, and J'Aaron Merchant—to uncover the inspirations, challenges, and triumphs behind their journey. As Jasmine recounts, the beginnings were humble: an aspiration to create joy and belonging amid the uncertainty of the pandemic, combining creativity and community at its core. Their first designs, launched through print-on-demand, quickly gained traction, paving the way for exponential growth and millions of products sold in stores like Walmart, Target, and more.The episode takes listeners through the unique strengths each founder contributes—Madia's design and sourcing expertise, J'Aaron's illustration talent rooted in children's media, and Jasmine's mastery of merchandising and operations. The team shares the reality of bootstrapping, scaling rapidly, and holding true to their mission of authentic representation and joy, even as their products land on shelves nationwide.For anyone curious about what it really takes to break into major retail with a purpose-driven brand, or how collaboration and authenticity can power success, this episode is an inspiring look behind the wrapping paper. Tune in today!Show Notes(00:00) Starting a Project During Quarantine(05:59) Professional Background and Diversity Work(08:46) Career Journey from College to Walmart(11:26) Securing and Managing Licensing Deals(14:55) Focusing on Customer Feedback and Values(16:39) Startup Challenges and Supply Issues(22:17) Expanding Brand and Holiday Strategy(26:58) Embracing Curiosity and Asking Questions(28:56) Closing ThoughtsLinksDaniel KoonceTy SteeleStartup JunkieStartup Junkie YouTubeJasmine HudsonMadia WillisJ'Aaron MerchantBlack Paper PartySponsored by Bank of America

The Acquirers Podcast
Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15

The Acquirers Podcast

Play Episode Listen Later Apr 30, 2026 60:44


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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
Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

The Acquirers Podcast

Play Episode Listen Later Apr 23, 2026 61:11


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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).