Podcast Episodes
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Brian Laks from Old West on Tin's Alpha Potential
Brian Laks, partner at Old West Invest Management, discusses the bull case for Tin and why he thinks the world's largest tin miner, Alphamin, could p…
3 years, 9 months ago
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Doug Olaughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis …
3 years, 9 months ago
PJ Kurzweil sees smooth sailing ahead for BC
PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Brunswick (BC). BC is a boat manufacturer, and PJ thinks…
3 years, 9 months ago
Michael Fritzell from Asian Century Stocks on T. Hasegawa
Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on T. Hasegawa. T. Hasegawa trades at a huge discount to its domestic peer…
3 years, 9 months ago
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 …
3 years, 10 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.
Al…
3 years, 10 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 bene…
3 years, 10 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…
3 years, 10 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 …
3 years, 10 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://twit…
3 years, 11 months ago