Podcast Episodes
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Jon Boyar thinks SMG's stock is set to grow
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COV…
4 years, 1 month ago
Rich Howe thinks NXDT could be the next NXRT
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the…
4 years, 1 month ago
Josh Young journeys through the energy sector
Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives i…
4 years, 1 month ago
Keith Smith thinks TIGO is a cheap special situation
Keith Smith, Portfolio Manager at Bonhoeffer Capital, discusses his thesis for Millicom ($TIGO). TIGO is trading at a super low multiple and a recent…
4 years, 2 months ago
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 thro…
4 years, 2 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 wi…
4 years, 2 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 wh…
4 years, 3 months 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 mov…
4 years, 3 months 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://twitte…
4 years, 3 months 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…
4 years, 3 months ago