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Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
Season 5 Episode 44
I hope you guys enjoy the Q3 2024 Investor Audibles from:
- Gator Capital
- Alta Fox Capital
- Greenhaven Road Capital
Finally, a big thanks to our …
1 year, 7 months ago
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
Season 5 Episode 43
This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital.
I like the way he approaches markets. He's hone…
1 year, 7 months ago
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
Season 5 Episode 42
I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!).
Stefan is a distress/stress investor. He b…
1 year, 8 months ago
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
Season 5 Episode 41
Investor Audibles is back, baby!
I hope you enjoy listening to the following Q3 investor letters:
Upslope Capital Rowan Capital JDP Capital Man…1 year, 8 months ago
Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
Season 5 Episode 40
I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations.
I loved this conversa…
1 year, 8 months ago
[REPLAY] Jenny Chase: Solar Industry Deep Dive
Season 5 Episode 39
Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon."
We spend an hour diving deep …
1 year, 8 months ago
Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
Season 5 Episode 38
I'm stoked to have Jerome aka @UzoCapital on the podcast this week.
Jerome invests in off-the-beaten path ideas. His speciality of late has been de-…
1 year, 8 months ago
[REPLAY] Greg Orrell: How To Beat The GDX
Season 5 Episode 37
I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund.
Greg has done what most gold fund managers haven't ... outperform GDX. In fact, …
1 year, 9 months ago
Garrett Goggin: All Things Gold & Silver Mining Stocks
Season 5 Episode 36
Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks.
Garrett has over 15 years…
1 year, 9 months ago
[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)
Season 5 Episode 35
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 thing…
1 year, 9 months ago