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Ben Claremon on $LUMN
Ben Claremon, Partner at Cove Street Capital, discusses his thesis on Lumen. Lumen is a complicated story and a bit of a battleground stock, but Ben think the company is trading at a large discount t…
Published on 4 years, 3 months ago
The Bear Cave is Watching $YOU
Edwin Dorsey, founder of The Bear Cave, discusses his bearish note on Clear Secure (YOU). Bulls think Clear is a product members love with a clear moat and a long growth runway; Edwin sees a company …
Published on 4 years, 3 months ago
Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap, which significantly increases its risk, but Jeff and Thomas think the company is likely to have a succe…
Published on 4 years, 3 months ago
Kyler Hasson helps me bag hold $ATUS
Kyler Hasson, Portfolio Manager at Delta Investment Management, discusses our mutual position / bag-holding in Altice. Key topics include what bulls could be missing, the differences between Altice a…
Published on 4 years, 3 months ago
Brian Laks covers the #uranium and Nexgen bull cases $NXE
Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him so ex…
Published on 4 years, 3 months ago
Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF
Jon Cukiewar, Founder of Sohra Peak Capital, discusses his ivnestment thesis for goeasy (in Canada under $GSY; in U.S. under $EHMEF). Jon does a deep dive into the company's history before explaining…
Published on 4 years, 3 months ago
A $GOED investment thesis that WARRANTs a look with Thomas Braziel
Thomas Braziel, President of 507 Capital, discusses his investment in $GOED. Key topics include addressing the (many) red flags around the investment, how Thomas found the company and why he likes th…
Published on 4 years, 4 months ago
Louis Camhi presents an ORIGINal investment thesis $ORGN
Louis Camhi, a private investor, discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off, but Louis thinks the company represents a hyper skewed ri…
Published on 4 years, 4 months ago
Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF
Mike Mitchell, the king of lumber fintwit, discusses his big bet on GreenFirst. Key topics include how Mike found GreenFirst (back when it was Itasca Capital), how he came to know and trust the manag…
Published on 4 years, 4 months ago
Sean Iddings on the bull case for $EXPI
Sean Iddings, an entrepreneur and microcap investor, discusses his high conviction position in eXp World Holdings (EXPI). EXPI is a hyper growth company that is attacking the real estate brokerage bu…
Published on 4 years, 4 months ago