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The Acquirers Podcast
≈ weekly
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Deep value investing with Tobias Carlisle — also carries the weekly Value: After Hours episodes.

In the last 30 days, The Acquirers Podcast produced 62 attributed ideas; most-discussed: NKE, MGM, VICI.

19
Ideas · 7d
62
Ideas · 30d
499
Ideas · all time
59
Episodes
Names this show discusses most
30D
NKE · 2MGM · 1VICI · 1MU · 1PEP · 1MCD · 1LULU · 1GOOG · 1
90D
NKE · 2MGM · 1VICI · 1MU · 1PEP · 1MCD · 1LULU · 1GOOG · 1

Theses first heard here · 29

Growth-to-value rotation on extreme sector dispersionFIRST HEARD 24 OCT
Hyperscaler earnings critical for cloud monetization proofFIRST HEARD 17 OCT
Korea's path mirrors Japan's governance shiftFIRST HEARD 15 OCT
NVIDIA's sustainability question, not valuationFIRST HEARD 10 SEP · NVDA
Dividend growth as ownership philosophy, not speculationFIRST HEARD 9 APR
Latest attributed ideas · most recent first
24 OCT3D AGOWhy Buffett Would Be Short the “AI Horses” Right Now
BDCs priced for a depression
Open in Zortix →
24 OCT3D AGOWhy Buffett Would Be Short the “AI Horses” Right Now
AI winners hard to pick, short the horses
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24 OCT3D AGOWhy Buffett Would Be Short the “AI Horses” Right Now
S&P 500 dangerously concentrated in AI
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24 OCT3D AGOWhy Buffett Would Be Short the “AI Horses” Right Now
Market breadth tilting from AI to value
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24 OCT3D AGOWhy Buffett Would Be Short the “AI Horses” Right Now
Residential real estate transactions at 25-year low
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Rational optimism as the logical long-term stance
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Market crashes as a recurring feature
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Boring asset allocation as the only solution
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Valuation not a timing tool
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Post-crash booms favor new themes
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Options hedging often expires worthless
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Human wiring for narrative and story
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Energy as the fundamental bottleneck
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22 OCT5D AGOThe End Is Nigh. Buy Here?
60-40 portfolio's correlation failure
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Moving averages prone to whipsaws
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22 OCT5D AGOThe End Is Nigh. Buy Here?
AI's alien connections as a source of innovation
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22 OCT5D AGOThe End Is Nigh. Buy Here?
AI frontier labs not guaranteed to be trillion-dollar companies
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22 OCT5D AGOThe End Is Nigh. Buy Here?
Minsky moment: stability breeds instability
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22 OCT5D AGOThe End Is Nigh. Buy Here?
AI binary decompilation cracks all software
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17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
MGM's failed buyout leaves deep value
ORIGINAL IDEAFIRST ON MGM IN 30 DAYSMGMOpen in Zortix →
17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
VICI's 8% yield at 10x cash flow
VICIOpen in Zortix →
17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
AI as an uninvestable leapfrog sector
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17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
Micron's cheapness hinges on cycle
MUOpen in Zortix →
17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
Quality dividend stocks become bargains
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEPEPOpen in Zortix →
17 OCT1W AGOMGM and VICI: Finding Value in the Las Vegas Selloff
AI beneficiaries priced for perfection
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15 OCT2W AGOKorea’s Hidden Value: Activism, AI & Golfzon
AI as a Dutch Disease for the US economy
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15 OCT2W AGOKorea’s Hidden Value: Activism, AI & Golfzon
Golfzon case tests new governance rules in real time
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15 OCT2W AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korea discount driven by family control incentives
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15 OCT2W AGOKorea’s Hidden Value: Activism, AI & Golfzon
Governance reforms compressing Japan's decade into 18 months
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15 OCT2W AGOKorea’s Hidden Value: Activism, AI & Golfzon
Korea's governance reforms face timing risk
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION