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The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital

Episode 447

My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes ove…

1 year, 1 month ago

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Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant

Episode 446

My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited h…

1 year, 1 month ago

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Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing

Episode 445

My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in loca…

1 year, 1 month ago

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Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires

Episode 444

My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had…

1 year, 1 month ago

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We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management

Episode 443

My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article …

1 year, 2 months ago

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A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital

Episode 442

My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of m…

1 year, 2 months ago

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Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter

Episode 441

My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearanc…

1 year, 2 months ago

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MicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCaps

Episode 440

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our…

1 year, 3 months ago

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GARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital Management

Episode 439

My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the intro…

1 year, 3 months ago

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Conceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas Research

Episode 438

My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current m…

1 year, 3 months ago

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