Creator Post Archive
The Acquirers Podcast
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Sep 12, 2025
Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
The creator discusses their investment philosophy focused on small-cap value stocks, emphasizing the importance of mispricing and revenue-based valuation metrics over earnings. They also highlight a preference for insider buying as a signal, despite academic skepticism.
Aug 13, 2025
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
The creator discusses the underperformance of small-cap value stocks over the past four years compared to large-cap indices like the S&P 500 and QQQ. He notes that small-cap ETFs are experiencing outflows, making a rebound difficult without positive flows. The creator also draws parallels to the 1999 market environment, highlighting the current concentration in mega-cap stocks like Nvidia and the potential for tracking error.
Aug 6, 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
The creator discusses their research company, Maiden Financial, which focuses on in-depth, long-form company analysis. They explain their methodology of deep dives into businesses to gain an owner-like understanding, which they believe leads to better investment behavior. The conversation then shifts to their most recent research report on a company called Mlexus.
Jul 2, 2025
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
The creator discusses the end of an era with Warren Buffett's potential stepping down and the transition to a "post-value era" in investing. He reflects on the changing market structure due to passive flows and the prevalence of speculative investments like SPACs and crypto, contrasting it with Buffett's traditional value investing approach. The creator emphasizes the enduring principles of studying businesses, patience, and ethical conduct in investing, even if traditional value investing is harder to execute today.
Jun 25, 2025
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
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Jun 18, 2025
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
Chris Waller of Hidden Gems Investing discusses his global small-cap value fund and the Substack he launched. He notes the historical underperformance of small-cap value compared to large-cap growth, particularly in the US, and attributes this to factors like low interest rates, easy money, and the recent AI boom. Waller remains confident that these divergences will not persist forever and believes opportunities exist for diligent investors, especially outside the US in markets like the UK.
Jun 11, 2025
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
The creator discusses the Magnificent 7, competition from China, and the evolving landscape of technology, particularly AI. He questions which of the Magnificent 7 might be most vulnerable to competition and notes the rapid pace of change in China and the tech sector.
May 28, 2025
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
The creator notes that market valuations have become stretched again after a rapid recovery, making it difficult to find value. They observe speculative fervor in areas like crypto and yield plays, with some clients seeking high yields, though the creator personally avoids crypto.
Mar 18, 2025
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
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Mar 12, 2025
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
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