The Acquirers Podcast

Tobias Carlisle wrote "The Acquirer's Multiple" and "Deep Value," two books that became essential reading for quantitative value investors. His podcast is an extension of that same focused approach: finding stocks that are cheap on an absolute basis and figuring out why the market is pricing them that way. The show runs in two distinct formats. The weekly Tuesday episodes at 1:30 PM ET feature Tobias alongside co-hosts Jake Taylor and Bill Brewster for a roundtable discussion they call "Value: After Hours." These are loose, conversational sessions covering market news, investment ideas, and whatever else is on their minds. Then there are the one-on-one interviews where Tobias sits down with fund managers, activists, and analysts who specialize in deep value, special situations, and event-driven strategies. With over 420 episodes and a 4.6-star rating from nearly 300 reviews, the show has carved out a loyal audience among serious stock pickers. Recent guests have included investors focused on emerging market value plays in China, Indonesia, and Taiwan, which gives you a sense of how global the coverage gets. The chemistry between the three regular hosts is genuine. Jake brings thoughtful frameworks and analogies, Tobias anchors everything in valuation metrics, and Bill adds a contrarian streak that keeps things interesting. If you're the kind of investor who gets excited about companies trading below net current asset value or activists building stakes in underperforming businesses, this podcast speaks your language.