Podcast Episodes

Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

Lionel Hutz, Editor of the Lionel Hutz Newsletter on Substack, joins the podcast today to discuss the JetBlue (NASDAQ: JBLU) / Spirit (NYSE: SAVE) merger DOJ case.

Lionel's JetBlue/Spirit write up: h…

Published on 2 years, 2 months ago

Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

Kyle Mowery and Mike Holt, CFA, Managing Partner / Portfolio Manager and Senior Analyst, respectively, at Grizzly Rock Capital joins the podcast today to discuss their thesis on Ferroglobe PLC (NASDA…

Published on 2 years, 2 months ago

B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

Dan Day, CFA, Equity Research Analyst at B. Riley Securities, joins the podcast today to discuss the digital advertising business, SSPs and his thesis on Magnite, Inc. (NASDAQ: MGNI), the world’s lar…

Published on 2 years, 3 months ago

Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the fundamental thesis post-trial.

For more informati…

Published on 2 years, 3 months ago

Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his second appearance to share his thesis on Marlowe plc (LSE: MRL), provider of a broad range of complianc…

Published on 2 years, 3 months ago

Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his second appearance to share his thesis on eDreams OD…

Published on 2 years, 3 months ago

Chris DeMuth's State of the Markets August 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2023 edition, Chris provides his take on the FTC in general, Horizon/Amgen case, deep dive into CVRs and, …

Published on 2 years, 3 months ago

Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

AJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW), a key supplier of french fries to fast-food chains, following their re…

Published on 2 years, 3 months ago

Choice Equities' Mitchell Scott making the case that $CROX is not a fad

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast to make the case that Crocs, Inc. (NASDAQ: CROX) is not a fad.

For more information about Choic…

Published on 2 years, 4 months ago

Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023.

For more information about Hedgeye, please visit: https://app.…

Published on 2 years, 4 months ago