The Acquirers Podcast

Uber trades at 16x earnings while growing profits 25% a year, says T&T Capital's CIO

11 takeaways: why Bill Ackman's Howard Hughes is copying Berkshire, how Assured Guaranty sits near its cheapest outside 2008 and COVID, and why Tesla's…

Nov 8 • Scuttlebutt

BDCs are priced for 48% defaults on 0.1% charge-offs, says Value Options Letter publisher

7 calls: why the Acquirers Funds principal thinks AI may already be improving itself, why AI ends up deflationary, and how a top-15 weighting of 47…

Oct 25 • Scuttlebutt

"You're buying it at 10 times cash flow": Value Options Letter co-author on VICI

10 calls: why MGM's sell-off after its failed buyout looks overdone, a lender priced for losses worse than 2009, and AI-era winners at 11x book against…

Oct 18 • Scuttlebutt

Zeke Ashton: SpaceX's own IPO filing values its market near the whole US economy

10 lessons: why every AI bull he knows is privately hedging, the Venetian bond trick that stole 66 cents of every dollar, and the gross-exposure line he…

Sep 11 • Scuttlebutt

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