Podcast Episodes

TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining

Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining.

TeraWulf owns and operates vertically integrated, environmentally c…

Published on 1 year, 8 months ago

Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches

Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST).

Quick description on Haypp Group (according …

Published on 1 year, 8 months ago

Chris DeMuth's State of the Markets March 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in th…

Published on 1 year, 8 months ago

Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger.

$PWFL / $MIXT Memo: https://drive.google.com/file/d/1…

Published on 1 year, 9 months ago

Matt Warder shares state of the coal markets + $AMR $HCC

Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurg…

Published on 1 year, 9 months ago

Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences

Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products …

Published on 1 year, 9 months ago

Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024

Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more!

For more in…

Published on 1 year, 9 months ago

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of home heating products, propane, anhydrous ammonia…

Published on 1 year, 9 months ago

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Drew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds vertical market software businesses.

For more inform…

Published on 1 year, 9 months ago

Chris DeMuth's State of the Markets February 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BT…

Published on 1 year, 9 months ago