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Randy Baron's bull case on $GDS
One of the people's favorite guests, Randy Baron, returns to the podcast to talk about his thesis for GDS. GDS is a Chinese data center company, and …
3 years, 11 months ago
Andrew Wagner on Copart (CPRT)
Andrew Wagner, CIO of Wagner Road Capital Management, discusses his thesis on Copart (CPRT).
My Copart (CPRT) notes; https://twitter.com/YetAnotherVal…
3 years, 11 months ago
Bob Robotti on WLK and the revenge of the old economy
Bob Robotti, founder of Robotti Advisors, discusses his thesis on Westlake Corporation (WLK) and why he thinks "old economy" stocks are poised for a …
3 years, 11 months ago
Conor Maguire sees value in Wickes
Conor Maguire, founder of Value Sits, discusses his thesis on Wickes (WIX:LSE). Wickes is a cheap retailer that Conor thinks is both recession resist…
3 years, 11 months ago
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 We…
3 years, 11 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 c…
4 years 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…
4 years 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 …
4 years 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 under…
4 years 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…
4 years, 1 month ago