Podcast Episodes
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Chris Lee discusses his winning stock pitch on $DLA
Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA).
Chris…
3 years, 4 months ago
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what’s catching his eye in event driven land, with a large foc…
3 years, 5 months ago
Luis Sanchez lays out the $IBKR thesis
Luis Sanchez, founder of LVS Advisory, disses the bull thesis for IBKR, including why the company is a major beneficiary of interest rates rising and…
3 years, 5 months ago
Lionel Hutz explains why Elon will own Twitter $TWTR
Lionel Hutz, author of the excellent lionelhutz substack, comes on the podcast to talk about the ongoing drama with Twitter and Elon Musk. In this ep…
3 years, 5 months ago
Doug from Fabricated Knowledge on $SITM
Doug O’Laughlin, founder of fabricated knowledge, returns to the podcast to discuss his thesis on SiTime (SITM).
Doug's SITM write up: https://www.fa…
3 years, 5 months ago
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.
Zac…
3 years, 5 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 competi…
3 years, 5 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 a…
3 years, 6 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 C…
3 years, 6 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 di…
3 years, 6 months ago