About this episode

The episode discusses the current stock market dynamics and highlights the companies that are being rewarded incorrectly.

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/podcast About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, 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…

People in this episode

Host: Tobias Carlisle

Topics covered

• value investing
• stock market analysis
• financial strategies
• investment tactics
• undervalued stocks

Mentioned in this episode

Organizations: Value: After Hours, Acquirers Multiple, Acquirers Funds

Products: The Rebel Allocator

More episodes of The Acquirers Podcast

• The Fund That's Beaten the Market for 45 Years by Focusing on What Could Go Wrong · June 4, 2026 · 1h 1m
• Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18 · May 27, 2026 · 1h 0m
• Tweedy Browne's John Spears and Jay Hill on value investing and insider buying | S08 E17 · May 14, 2026 · 1h 2m

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