Podcast Episodes

Chris DeMuth's State of the Markets November 2022

Chris DeMuth joins the podcast to provide his state of the markets for November 2022, including what's happened with TWTR since the deal closed, FTX's implosion, and a quick run down of a few other m…

Published on 3 years ago

Michael Fritzell from Asian Century Stocks on Casio Computer

Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on Casio Computer. Casio makes the popular G-Shock watches, and Michael thinks their rising popularity and a low valuation m…

Published on 3 years, 1 month ago

The Koala ventures through the commodity space and Ivanhoe Electric (IE)

The "Koala", a buyside mining and commodity specialist, comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular.  

The Koala's twitter account: https://t…

Published on 3 years, 1 month ago

Samir Patel from Askeladden Capital on MIX Telematics $MIXT

Samir Patel, Portfolio Manager at Askeladden Capital, joins the podcast to discuss Mix Telematics (MIXT) and why he sent a letter to the company pushing for change.  

Askeladden's letter to MIXT: htt…

Published on 3 years, 1 month ago

Bill Chen on HHC's value and Ackman's pending tender

Bill Chen, a real estate investor, returns to the podcast to discuss HHC's value and why Bill Ackman's current tender for the company might undervalue HHC.  

HHC model: https://t.co/q6lQ69TeXZ 

Chapt…

Published on 3 years, 1 month ago

Chris Lee discusses his winning stock pitch on $DLA

Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA).

Chris's winning pitch: https://dorseystockpitchcompetit…

Published on 3 years, 1 month ago

Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)

Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what’s catching his eye in event driven land, with a large focus on TWTR.

My prior podcast on SPB: https://twitte…

Published on 3 years, 2 months ago

Luis Sanchez lays out the $IBKR thesis

Luis Sanchez, founder of LVS Advisory, disses the bull thesis for IBKR, including why the company is a major beneficiary of interest rates rising and how the company's business to business solution c…

Published on 3 years, 2 months ago

Lionel Hutz explains why Elon will own Twitter $TWTR

Lionel Hutz, author of the excellent lionelhutz substack, comes on the podcast to talk about the ongoing drama with Twitter and Elon Musk. In this episode, we exclusively discuss the Twitter case as …

Published on 3 years, 2 months ago

Doug from Fabricated Knowledge on $SITM

Doug O’Laughlin, founder of fabricated knowledge, returns to the podcast to discuss his thesis on SiTime (SITM). 

Doug's SITM write up: https://www.fabricatedknowledge.com/p/its-high-time-to-look-at-s…

Published on 3 years, 2 months ago