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Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum
Season 4 Episode 29
A big thanks to the following sponsors for making the podcast a reality!
Mitimco
This episode is brought to you by MIT Investment Management Company,…
2 years, 11 months ago
Avi Fisher: Industrials, Construction, and Matrix Services $MTRX
Season 4 Episode 28
This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors that make an investment ideal…
2 years, 11 months ago
Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Season 4 Episode 27
This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on sh…
3 years ago
Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks
Season 4 Episode 26
Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at the moment. He explores offsho…
3 years ago
[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
Season 4 Episode 25
Hey all! I am on vacation with my wife's family this week and do not have a new episode! Instead, I'm replaying one of my most popular podcasts, "Shr…
3 years ago
Mike Alkin: The Ultimate Uranium Crash Course
Season 4 Episode 24
Hey guys! I'm stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fund. Mike is known as the "Ura…
3 years ago
Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas
Season 4 Episode 23
I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital.
This is Thomas's third time on the show and I always learn somet…
3 years, 1 month ago
Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital
This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:
Alluvial Capital Greenhaven Road …3 years, 1 month ago
James Davolos: Precious Metals Royalty & Streaming Deep Dive
Season 4 Episode 21
Hey guys! This episode, we have James Davolos, from Horizon Kinetics, as a returning guest, sharing valuable insights on various topics. James discus…
3 years, 1 month ago
Calvin Froedge: An Unconventional Path To Common Sense Investing
Season 4 Episode 20
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…
3 years, 1 month ago