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Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart
Season 1 Episode 77
Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children'…
4 years, 9 months ago
Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart
Season 1 Episode 76
SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan co…
4 years, 9 months ago
Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies
Season 1 Episode 75
Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shippin…
4 years, 9 months ago
Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company
Season 1 Episode 74
Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underesti…
4 years, 9 months ago
Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood
Season 1 Episode 73
Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop M…
4 years, 9 months ago
Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International
Season 1 Episode 72
Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-shar…
4 years, 9 months ago
Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile
Season 1 Episode 71
Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game…
4 years, 9 months ago
Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP
Season 1 Episode 70
Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cath…
4 years, 9 months ago
Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings
Season 1 Episode 69
Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping sup…
4 years, 9 months ago
Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade
Season 1 Episode 68
SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a l…
4 years, 9 months ago