Podcast Episodes
Back to Search
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case.
Fo…
1 year, 6 months ago
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on h…
1 year, 6 months ago
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group…
1 year, 6 months ago
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent …
1 year, 6 months ago
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Glo…
1 year, 6 months ago
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kr…
1 year, 6 months ago
Chris DeMuth's State of the Markets August 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election imp…
1 year, 6 months ago
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology com…
1 year, 6 months ago
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to …
1 year, 7 months ago
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded rea…
1 year, 7 months ago