The Acquirers Podcast

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  We are live every Tuesday at 1.30pm E / 10.30am P. Otavio Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. “Tavi” built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. www.crescat.net/ Twitter: https://twitter.com/TaviCosta About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Po