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Vadim Perelman's Basic-Fit thesis $BFIT
Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a ~10x in ~10 years. Key topics include a detailed walk through the unit economics and why competitors won’t b…
Published on 3 years, 11 months ago
Chris DeMuth's best idea for 2022 is $RENN
Chris DeMuth discusses his best idea for 2022, RENN. RENN was on a previous podcast pitched by Ian Bezek as a legal play; since then, RENN settled with minority shareholders for a record payout. Howe…
Published on 3 years, 11 months ago
Jacob Rubin sees value in $GLNG
In Part 2 of this two part podcast, Jacob Rubin discusses his thesis for GLNG, including why the company trades at a huge discount to its SOTP and why an upcoming spin can delever the core business a…
Published on 4 years ago
Jacob Rubin is flying with $FTAI
In Part 1 of this two part podcast, Jacob Rubin returns to the podcast. We start by wrapping up his prior podcast appearance on ESGC, and then we move into discussing FTAI and why he thinks the stock…
Published on 4 years ago
Kuppy is active on $LEE
Kuppy comes on the show to discuss his recent activism at LEE and why he thinks the stock is dramatically undervalued.
My notes on LEE: https://twitter.com/AndrewRangeley/st...
Kuppy's LEE thesis: http…
Published on 4 years ago
Chris McIntyre thinks $MSGE is a cheap stock
Chris McIntyre returns to the podcast to discuss his belief that MSGE is a cheap stock. Key topics include how to look at the Sphere, why the Dolans might not be as bad as you think, and why he thin…
Published on 4 years ago
Sleepwell and Enlightened are allied in the $ALLY bull case
Sleepwell Capital and Enlightened Capital discuss their thesis for Ally $ALLY. Ally trades for just over book value despite posting ROEs well in excess of their cost of capital; Sleep and Enlightened…
Published on 4 years ago
Andrew Freedman walks through the TMT space
Andrew Freedman, managing director at Hedgeye, walks through the TMT landscape post earnings. Key topics include how he looks at legacy media company, why he's bearish PINS and SNAP but long TWTR, an…
Published on 4 years ago
Ari Lazar sees value in $KW
Ari Lazar, senior analyst at RGA investment advisors, discusses his bull case for KW. Ari believes KW trades at a material discount to NAV, and that discount should shrink as the company's growth sta…
Published on 4 years ago
Richard Sosa sees value in DFIN's niche
Richard Sosa, host of the Riches in Niches podcast, discusses his thesis on Donnelly Financial (DFIN). Despite a strong recent run, DFIN trades at a value multiple, and Richard breaks down all the re…
Published on 4 years, 1 month ago