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Evan Tindell thinks Elon Musk will close the Twitter acquisition
Evan Tindell, CIO of Bireme Capital, discusses the circus that is the Elon Musk and Twitter merger agreement and explains why he thinks Delaware law and precedent suggest Elon would lose in court and…
Published on 3 years, 7 months ago
Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Ales Morris, founder of The Science of Hitting, returns to the podcast to discuss all things media, including his investment in Disney and Netflix.
Alex's first podcast appearance on Spotify: https://…
Published on 3 years, 7 months ago
Luis Sanchez drives home the Endor thesis (Podcast #107)
Luis Sanchez, founder of LVS Advisory, discusses his bull case for Endor AG, including why competitors can't recreate their product and how they benefit from the current boom in motor sports like F1 …
Published on 3 years, 7 months ago
Chris DeMuth's state of the markets May 2022
Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the markets
My note on event driven situations; https://yetanothervalueblog.substack.com/p/weekend-thou…
Published on 3 years, 7 months ago
Bill Chen on Clipper Realty and the NYC apartment boom
Bill Chen makes his second podcast appearance to discuss Clipper Realty (CLPR). Clipper owns a bunch of NYC apartment buildings, and Bill thinks the current boom in apartment rentals will drive stron…
Published on 3 years, 7 months ago
Bonus episode: Randy Baron updates $AMRS and $RNLX
In this special bonus episode, Randy Baron provides updates on his prior podcast appearances on RNLX and AMRS.
Randy's appearance on GDS: https://twitter.com/AndrewRangeley/status/1517512427071545346?…
Published on 3 years, 8 months ago
Randy Baron's bull case on $GDS
One of the people's favorite guests, Randy Baron, returns to the podcast to talk about his thesis for GDS. GDS is a Chinese data center company, and Randy goes in depth into the company, including wh…
Published on 3 years, 8 months ago
Andrew Wagner on Copart (CPRT)
Andrew Wagner, CIO of Wagner Road Capital Management, discusses his thesis on Copart (CPRT).
My Copart (CPRT) notes; https://twitter.com/YetAnotherValue/status/1514627334464323589?s=20&t=yjNrQXKvqPrQd…
Published on 3 years, 8 months ago
Bob Robotti on WLK and the revenge of the old economy
Bob Robotti, founder of Robotti Advisors, discusses his thesis on Westlake Corporation (WLK) and why he thinks "old economy" stocks are poised for a comeback.
My notes on WLK: https://twitter.com/Andr…
Published on 3 years, 8 months ago
Conor Maguire sees value in Wickes
Conor Maguire, founder of Value Sits, discusses his thesis on Wickes (WIX:LSE). Wickes is a cheap retailer that Conor thinks is both recession resistant and suffering from typical post-spin dynamics.…
Published on 3 years, 8 months ago