Podcast Episodes
Back to Search
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)…
3 years, 3 months 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 wh…
3 years, 3 months 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 …
3 years, 3 months 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 ju…
3 years, 3 months 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 …
3 years, 3 months ago
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'…
3 years, 3 months 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 th…
3 years, 4 months 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 pa…
3 years, 4 months 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 push…
3 years, 4 months 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 undervalu…
3 years, 4 months ago