Podcast Episodes
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James Elbaor is investing in Bill Ackman at a Discount $PSH
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH).
PSH is Bill Ackman's closed end …
3 years, 6 months ago
Jon Boyar on the Dolan Discounts at $MSGS and $MSGE
Jon Boyar returns to the podcast to talk about his investment thesis for MSGS and MSGE, including why he thinks investors are underrating James Dolan…
3 years, 7 months ago
Andrew Carreon from Emeth Value on Diversified Energy $DEC
Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can ge…
3 years, 7 months ago
Chris DeMuth's State of the Markets August 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 IS / U / APP love tria…
3 years, 7 months ago
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
Tulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive dire…
3 years, 7 months ago
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-uni…
3 years, 7 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, an…
3 years, 8 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 proc…
3 years, 8 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:/…
3 years, 8 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…
3 years, 8 months ago