Creator Post Archive
The Acquirers Podcast
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Mar 11, 2026
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
The founder of Atlantic discusses his investment strategy, focusing on concentrated positions in mid-sized public companies with a margin of safety. He avoids high-tech, biotech, and financial companies due to risks of obsolescence and lack of transparency, preferring businesses with potential for corporate action, activism, or takeovers.
Feb 25, 2026
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
The creator discusses his investment philosophy, focusing on buying quality, dominant companies at a discount. He uses Booking.com as an example of a successful investment made during the pandemic, highlighting its strong market position and the opportunity presented by market overreaction.