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Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC), why he thinks it's such a good business, and why he thinks the stock is sti…
3 years ago
Chris DeMuth's State of the Markets February 2023
Chris DeMuth returns to the podcast for his monthly state of the markets, with updates on TGNA, ATVI, AMC / APE, and MANU.
Chapters
0:00 Intro …3 years ago
Yaron Naymark on IWG's value case
Yaron Naymark returns to the podcast to discuss the value case for IWG (London Listed). IWG is best known for their Regus brand, which competes with …
3 years, 1 month ago
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (…
3 years, 1 month ago
Chris DeMuth's State of the Markets January 2023
Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the mem…
3 years, 1 month ago
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 do…
3 years, 2 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 wh…
3 years, 2 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 …
3 years, 2 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 offsho…
3 years, 2 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 updat…
3 years, 3 months ago