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@RagingBullCap: BQE Water $BQE.V Deep Dive
Season 5 Episode 17
I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V.
DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAS…
2 years, 2 months ago
@Erik_YWR: A Crash Course on Inflation
Season 5 Episode 16
I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world.
This conversation covers all things inflation. We d…
2 years, 2 months ago
[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing
Season 5 Episode 15
I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of th…
2 years, 2 months ago
Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:
Greenhaven Road GreenWood Investo…2 years, 3 months ago
David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers
Season 5 Episode 14
David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK).
DISCLOSURE: I/WE AND DAV…
2 years, 3 months ago
Alberto Alvarez: Uranium, Ero Copper, and PGMs
Season 5 Episode 13
Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity ma…
2 years, 3 months ago
Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital
Season 5 Episode 12
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:
SaltLight Capital Cedar Creek Par…2 years, 3 months ago
Auke Hoekstra: The Bull Case For Renewables
Season 5 Episode 11
I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything…
2 years, 4 months ago
Left Field Investing: Acne, Fungus, and Prison Stocks
Season 5 Episode 10
I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts.
He has…
2 years, 4 months ago
John Swallow: Building A Different Mining Company (Idaho Strategic)
Season 5 Episode 9
I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR).
IDR is a small cap gold producer that does thin…
2 years, 4 months ago