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Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology…
2 years, 2 months ago
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, …
2 years, 2 months ago
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Brett Caughran, Lead Trainer and Founder of Fundamental Edge, joins the podcast to discuss Fundamental Edge, Brett's background, how pod shows think …
2 years, 2 months ago
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Patrick Wolff, full-time private investor, joins to have a general discussion a wide range of topics: his background (former US Chess champion in 199…
2 years, 2 months ago
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Jim Royal, Author of "Zen of Thrift Conversions", joins the podcast to provide the basics of "Thrift Conversions", what that means, as well as exampl…
2 years, 2 months ago
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 lea…
2 years, 2 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 th…
2 years, 2 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), p…
2 years, 3 months 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 thesi…
2 years, 3 months 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", c…
2 years, 3 months ago