About these summaries
Octagon has summarized 17 episodes of The Acquirers Podcast published between Oct 14, 2026 and Nov 12, 2026. The companies discussed most often are Micron Technology, Amazon and Acquirers Funds. Frequent guests include Ryan Albert. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- MU 5
- AMZN 3
- DIS 2
Most-mentioned companies
- Micron Technology 5
- Amazon 3
- Acquirers Funds 2
- Value Options Letter 2
Frequent guests
- Ryan Albert 2
Episodes
- The AI Singularity Is Coming. Is This $400 Stock Is Still Mispriced?
The hosts argue that AI is reshaping software, chips, and distribution so quickly that it is already changing how investors should think about valuation.
- The Quality Growth Playbook for Biotech | David Ferreiro
David Ferreiro frames Times Square Capital Management as a small- and mid-cap, long-only boutique that now runs SMA, mutual fund, CIT, and ETF vehicles, and says his own process…
- Entropy, Disney, and Nvidia: Is AI Circular Financing a Trap?
The host uses entropy as a metaphor for business durability: a sealed system runs down unless new energy comes in from outside.
- Small Value is Back. Is Mag 7 Finally Rolling Over?
Small value had a sharp rebound in October after a weak late-summer stretch, and the host and a guest argued that the market is still highly bifurcated.
- The Best Business You've Never Heard Of? | Todd Wenning
Todd Wenning argues that Howdens Joinery, the UK kitchen and joinery supplier trading as HWDN, is a high-quality business that the market may be underappreciating because it is…
- Unlocking Huge Gains in Closed-End Funds & Activist Investing
Closed-end funds are presented as a classic value investor’s hunting ground because their exchange-traded structure can create persistent discounts to net asset value.
- AI Can Change the World—and Still Crash the Market
The hosts focused on whether the AI build-out is creating a genuine secular growth story or a classic late-cycle boom that can still break stock prices.
- Tim Melvin: Finding Value Where Wall Street Isn’t Looking
Tim Melvin argues that the best opportunities are still in areas Wall Street has largely written off: small community banks, selected REITs, closed-end funds, and preferred stocks.
- Why Doomsday Predictions Are Always Wrong: The Case for Rational Optimism
The host argues that apocalyptic forecasts usually fail because they treat one trend as destiny and ignore human adaptation.
- Are We Already Living Through the AI Singularity?
The discussion argues that AI may already be reaching a kind of singularity, defined as a point where technology advances so quickly that people lose the ability to predict what…
- I Used AI to Data Mine 900,000 Financial Backtests: Here's What Happened
The discussion centers on how AI changes backtesting by letting the host run a massive search over portfolio combinations and parameters.
- AI is in a Mania... But Value is Finally Waking Up
The conversation argues that the market is unusually split between a narrow, AI-driven leadership group and a much cheaper rest of market.
- The Market Will Crash. That’s Not a Prediction.
The conversation centers on Tobias Carlisle’s new book, which argues that market crashes are inevitable, hard to time, and impossible to forecast reliably with any single…
- Dutch Disease: Is AI Sucking the Energy Out of the Global Economy?
The episode uses the discovery of quasars to explain a modern investment analogy: a black hole can be the brightest thing in its galaxy because it is fed, and that same feeding…
- An Inside Look at Activist Value Investing in Korea | Ryan Albert
Ryan Albert walks through an activist campaign at Golf Zone Holdings to show how recent Korean governance reforms are changing the playbook for minority investors.
- MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast
The hosts frame the recent market as a broad selloff in small caps, cyclicals, financials, and consumer-facing names, arguing that business values and stock prices have become…
- Korea’s Hidden Value: Activism, AI & Golfzon | Ryan Albert
Ryan Albert of Turtton Capital lays out a global value-investing career that moved from Princeton baseball and banking to Mexico City venture capital, Berkshire Hathaway under…
The Acquirers Podcast, its episodes and artwork belong to Tobias Carlisle. Octagon is not affiliated with the show; these pages are independent summaries.
