Podcast Episodes

Artem Fokin from Caro-Kann on Kaspi $KSPI

Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Kaspi (KSPI). Kaspi is the dominant fintech in Kazakhstan, and Artem breaks down how it's trading for a value price despite rapi…

Published on 2 years, 11 months ago

Jeremy Raper on his Serica engagement campaign (SQZ)

Jeremy Raper returns to the podcast to discuss his latest "engagement campaign" at London listed Serica Energy (SQZ). In particular, he focuses on why Serica is trying to rush through their most rece…

Published on 2 years, 11 months ago

Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

Judd Arnold discusses how the offshore place is at an inflection point and why he thinks Tidewater (TDW) is the best way to lay it.  

Judd's initial piece on TDW: https://drive.google.com/file/d/1cKY…

Published on 2 years, 11 months ago

Tidewater's management on the offshore inflection $TDW

The management team from Tidewater Offshore (TDW) comes on the podcast to discuss Tidewater and why we could be at an inflection point for the offshore space.  

TDW's investor relations page (with in…

Published on 2 years, 11 months ago

Chris DeMuth's State of the Markets December 2022

Chris DeMuth joins the podcast to discuss the state of the markets in December 2022 and what’s catching his eye in event driven land, including updates on ATVI, why pre-arb was so bad in 2022, and  W…

Published on 3 years ago

Lionel Hutz on Liquidia's patent battle $LQDA

Lionel Hutz discusses his thesis for Liquidia (LQDA) and why the thinks they are likely to win their patent battle against United Therapeutics (UTHR).

Lionel's LQDA write up: https://lionelhutz.subst…

Published on 3 years ago

Mordechai Yavneh on Silicon Motion $SIMO

Mordechai Yavneh, founder and PM at Focus Capital, discusses his investment in Silicon Motion (SIMO) and why he thinks it's "merger arb for people who don't like merger arb."  

Focus Capital's resear…

Published on 3 years ago

Avi Fisher from Long Cast Advisors on CoreCard $CCRD

Avi Fisher from Long Cast Advisors joins the pod to talk about CoreCard (CCRD). Key topics include the risks and opportunities from their Apple Card / GS relationship and the benefits of the CEO’s me…

Published on 3 years ago

AJ Secrist from Firstlight Management on Lamb Weston $LW

AJ Secrist from Firstlight Management discussed his thesis for Lamb Weston (LW). LW is a very strong business, and AJ thinks the market is missing just how much margin upside there is as COVID era de…

Published on 3 years ago

Half Moon Capital on Oxford Industries $OXM

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come on the pod to discuss their thesis on Oxford Industries (OXM). OXM owns the Tommy Bahama and Lily Pulitzer brands, and Hal…

Published on 3 years ago