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Evan Tindell sees value in $TME
Evan Tindell, CIO of Bireme Capital, discusses the value he sees in Tencent Music (TME). Key topics include why he's not worried about TME's controlling shareholder or VIE structure, and why he think…
Published on 4 years, 1 month ago
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Eric Markowitz, Director of research at Worm Capital, discusses the bull thesis for Tesla. Key topics include all of Tesla's growth options, the biggest misperceptions of Tesla, and why comparing Tes…
Published on 4 years, 1 month ago
Aaron Edelheit is high on Cannabis stocks
Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund.
Aaron's Cannabis manifesto: https…
Published on 4 years, 1 month ago
Jeremy Raper discusses POSaBIT $POSAF
Jeremy Raper makes his record fifth podcast appearance to discuss his latest high conviction idea: POSaBIT (POSAF). POSaBIT is a microcap company trading on a very small foreign exchange, so risk is …
Published on 4 years, 1 month ago
Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal
Martin Werner, co-founding partner of DD3 Capital, discusses DDMX's deal to deSPAC with Codere Online. Key topics include what DDMX was looking for in a deal, how DDMX worked with their partners in s…
Published on 4 years, 1 month ago
Nitin Sacheti breaks down $VATE's SOTP
Nitin Sacheti. CIO of Papyrus Capital and PM at ARS Investment Partners, breaks down his thesis for Innovate (VATE). VATE used to be known as HCHC. HCHC was a mishmash of interesting but disparate as…
Published on 4 years, 2 months ago
Felix Narhi discusses Stitch Fix $SFIX
Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first time users…
Published on 4 years, 2 months ago
Randy Baron discusses Renalytix $RNLX
Randy Baron, one of the most popular YAVP guests, returns to discuss his investment thesis on Renalytix (RNLX). Randy sees similarities between RNLX and EXAS, which was a controversial stock that has…
Published on 4 years, 2 months ago
Tim Weber is bullish $AMPY despite the oil spill
Tim Weber, a private investor, discusses the bull thesis for $AMPY. We're in a period of heightened uncertainty, as the company's Beta asset was responsible for an oil spill last weekend. However, Ti…
Published on 4 years, 2 months ago
Leo Kang from Plum Capital on $ATTO
Leo Kang, author of the excellent Plum Capital Substack, comes on to discuss his thesis on Atento (ATTO). With 3 legacy private equity holders owning more than 60% of the stock, Leo think the company…
Published on 4 years, 2 months ago