Podcast Episodes

David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK’s leading provider of affordable mixed tenure homes.

Fo…

Published on 1 year, 11 months ago

Chris DeMuth's State of the Markets December 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this December 2023 edition, Chris discusses what's on his mind at the end of the year, Merger Arb, $ROIV, $IMVT, thoug…

Published on 1 year, 11 months ago

Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul

Adam Wilk, CFA, Founder and Portfolio Manager of Greystone Capital Management, LLC, joins the podcast to discuss his thesis on Sylogist (TSX: SYZ), provider of mission-critical SaaS solutions to over…

Published on 2 years ago

Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR

Kevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Sphere Entertainment Co. (NYSE: SPHR).

Link t…

Published on 2 years ago

Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

John Huber, Founder and Portfolio Manager at Saber Capital Management, joins the podcast today to describe the concept "Inevitable Retail Winners", characteristics of inevitability, as well as talkin…

Published on 2 years ago

Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to provide his Spirit / JetBlue post-trial breakdown.

For more information about Valorem Research and to su…

Published on 2 years ago

Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

Brad Hathaway, Managing Partner of Far View Capital Management, joins the podcast today to discuss what he thinks is a compelling setup at Distribution Solutions Group, Inc. (NASDAQ: DSGR), a premier…

Published on 2 years ago

Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday, December 4, 2023…

Published on 2 years ago

ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction

Brian Albrecht, Chief Economist of the International Center for Law & Economics (ICLE), joins the podcast today to discuss ICLE's paper on the $24.6 billion Kroger-Albertsons transaction.

ICLE Paper …

Published on 2 years ago

MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the second time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial now …

Published on 2 years ago