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Swen Lorenz from Undervalued-Shares on $IWG
Swen Lorenz, founder of https://www.undervalued-shares.com, discusses his thesis on IWG. IWG owns a variety of co-working brands that compete with WeWork, and Swen believes IWG's scale, cheap valuati…
Published on 3 years, 8 months ago
Tim Weber updates $AMPY and talks the double dogs
Tim Weber, a private investor, returns to the podcast to provide an update on the $AMPY thesis and then discuss his double dog index, why it's been crushing the market so far this year, and his outlo…
Published on 3 years, 9 months ago
Chris Colvin thinks Veritas is stealing $HMHC
Chris Colvin returns to the podcast to discuss why he invested in Houghton Mifflin Harcourt (HMHC) and why he thinks the deal to sell HMHC to Veritas is much too cheap.
Breach Inlet's letter to HMHC: …
Published on 3 years, 9 months ago
Louis Camhi on the opportunities in the SPAC market
Louis Camhi provides an update on his thesis for ORGN and then walks through where he's finding opportunities in the SPAC market today.
Louis's first podcast appearance: https://twitter.com/AndrewRang…
Published on 3 years, 9 months ago
Jeremy Raper is going FAR
Jeremy Raper returns to the podcast to discuss his recent semi-activism at FAR Ltd. FAR recently received a bid that Jeremy thinks dramatically undervalues the company, so Jeremy is pressuring the co…
Published on 3 years, 9 months ago
Bill Chen breaks down $FRPH's SOTP
Bill Chen, an institutional real estate investor, goes through his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV and …
Published on 3 years, 10 months ago
Jon Boyar thinks SMG's stock is set to grow
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID beneficiary, and shares have sold off in kind w…
Published on 3 years, 10 months ago
Rich Howe thinks NXDT could be the next NXRT
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the fund is planning to transition to a REIT and Rich…
Published on 3 years, 10 months ago
Josh Young journeys through the energy sector
Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives into his thesis for Journey Energy (JOY CN in Canad…
Published on 3 years, 11 months ago
Keith Smith thinks TIGO is a cheap special situation
Keith Smith, Portfolio Manager at Bonhoeffer Capital, discusses his thesis for Millicom ($TIGO). TIGO is trading at a super low multiple and a recent deal that the CEO described as a "no brainer" wil…
Published on 3 years, 11 months ago