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Zack Buckley on Xponential Fitness $XPOF
Zack Buckley discusses his investment thesis for Xponential Fitness (XPOF), including why he thinks the company is set for continued rapid growth.
Zack's twitter: https://twitter.com/Amarginofsafety
Ch…
Published on 3 years, 2 months ago
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Dave Johnson from Caligan Partners discusses his thesis on Evolus (EOLS). Evolus is a one product company. Their product, Jeuveau, is a Botox competitor exclusively focused on the cosmetics market, a…
Published on 3 years, 2 months ago
Chris DeMuth's State of the Markets September 2022
Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for …
Published on 3 years, 2 months ago
The CoVest Select team on launching CoVest and their $OEC thesis
Kyle Mowery and Jake Miller come on the podcast to discus their new CoVest Select venture and then dive deep into their thesis for Orion Engineered Carbons (OEC).
CoVest Twitter Account: https://twitt…
Published on 3 years, 3 months ago
Dave Waters of Alluvial Capital on $PX
Dave Waters of Alluvial Capital comes on the pod to discuss his investment thesis on $PX.
You can find Dave's original podcast appearance, where he discuss PX when it was still PIOE and some other sma…
Published on 3 years, 3 months ago
James Elbaor is investing in Bill Ackman at a Discount $PSH
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH).
PSH is Bill Ackman's closed end fund. It trades at a discount, at James thinks Ack…
Published on 3 years, 3 months ago
Jon Boyar on the Dolan Discounts at $MSGS and $MSGE
Jon Boyar returns to the podcast to talk about his investment thesis for MSGS and MSGE, including why he thinks investors are underrating James Dolan and just how wide their discount to asset value h…
Published on 3 years, 4 months ago
Andrew Carreon from Emeth Value on Diversified Energy $DEC
Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get such good deals on acquisitions, if the company …
Published on 3 years, 4 months ago
Chris DeMuth's State of the Markets August 2022
Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the IS / U / APP love triangle, and Rio's "failed" bid for TRQ.
0:00 Intro
2:1…
Published on 3 years, 4 months ago
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
Tulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive directly into all the nuisances of the trial; for more…
Published on 3 years, 4 months ago