Podcast Episodes
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Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ:…
2 years, 5 months ago
Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies
Daye Deng, Co-Founder and Editor of the Value Punks newsletter on Substack, joins the podcast to discuss his articles that are deep dives on Japanese…
2 years, 5 months ago
Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to provide his latest insights on what's happenin…
2 years, 5 months ago
HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
Harris Perlman, Principal at HSP Capital, joins the podcast to discuss his thesis on Seneca Foods Corporation (NASDAQ: SENEA), one of North America’s…
2 years, 5 months ago
Chris DeMuth's State of the Markets September 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this September 2023 edition, Chris provides his take on Amazon FTC c…
2 years, 5 months ago
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) me…
2 years, 5 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 toda…
2 years, 5 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 thesi…
2 years, 6 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…
2 years, 6 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 …
2 years, 6 months ago