Podcast Episodes
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David from Kingdom Capital on UNTC
David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC).
David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-dont-lose
Chapters
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Published on 3 years, 4 months ago
Chris DeMuth's state of the markets July 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 state of antitrust, and the opportunity set in squeeze outs.
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Published on 3 years, 4 months ago
PJ Kurzweil on Spectrum Brands SPB
PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Spectrum Brands (SPB). Spectrum is currently in the process of selling their HHI business, and whether tha…
Published on 3 years, 5 months ago
Jeremy Raper on the event driven market July 2022
Jeremy Raper of rapercapital.com makes his record 7th podcast appearance to discuss a host of event driven situations.
Jeremy's letter to EVO: https://rapercapital.com/2022/07/03/an-open-letter-to-the…
Published on 3 years, 5 months ago
Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
Conor Maguire, founder of valuesits, discusses why he thinks SOL Group is a Buffett-like stock trading at an attractive multiple with the possibility of a private equity takeout over the next five ye…
Published on 3 years, 5 months ago
Chris DeMuth's State of the Markets June 2022 (podcast #114)
Chris DeMuth returns to the podcast to discuss the state of the markets in June 2022.
Chris's May 2022 state of the markets episode: https://twitter.com/AndrewRangeley/st...
Chris's golden age of arb p…
Published on 3 years, 6 months ago
Brian Laks from Old West on Tin's Alpha Potential
Brian Laks, partner at Old West Invest Management, discusses the bull case for Tin and why he thinks the world's largest tin miner, Alphamin, could present an alpha opportunityi.
Brian's first appeara…
Published on 3 years, 6 months ago
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Doug Olaughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on Rambus (RMBS) and why the market might be missi…
Published on 3 years, 6 months ago
PJ Kurzweil sees smooth sailing ahead for BC
PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Brunswick (BC). BC is a boat manufacturer, and PJ thinks they are too cheap and the market is missing how …
Published on 3 years, 6 months ago
Michael Fritzell from Asian Century Stocks on T. Hasegawa
Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on T. Hasegawa. T. Hasegawa trades at a huge discount to its domestic peers like IFF despite similar or better growth and ma…
Published on 3 years, 7 months ago