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Chris Krug from Chatham Harbor Capital on Performant $PFMT
Chris Krug, President of Chatham Harbor Capital, breaks down his thesis on PFMT, including why he thinks the stock could be a multi-multi-bagger.
Chris's twitter: https://twitter.com/chcap2016
My threa…
Published on 4 years, 4 months ago
Artem Fokin from Caro-Kann on Burford's bull case
Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an asse…
Published on 4 years, 5 months ago
Adam Lindsay takes a TRIP through the LTRPA bull thesis
Adam Lindsay, founder and managing partner of Powell Anderson Capital Partners, discusses his bull thesis for Tripadvior (TRIP) and Liberty Tripadvisor (LTRPA). The bull thesis is nuanced, but much o…
Published on 4 years, 5 months ago
Kyle Cerminara on deSPACing OppFi with $FGNA
Kyle Cerminara, President of FGNA, discusses his thesis for deSPACing with OppFi. Key topics include comparing OppFi to its closest competitors, how FNGA and OppFi arrived at their valuation, and add…
Published on 4 years, 5 months ago
Uncovering CATO's value with Mike Melby
Mike Melby, Founder and Portfolio Manager at Gate City Capital, makes a repeat appearance to discuss his investment in CATO. CATO is a small retailer with a rock solid balance sheet; Mike thinks thei…
Published on 4 years, 5 months ago
Brian Mosoff from Ether Capital on the bull case for Ether
Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will improv…
Published on 4 years, 5 months ago
Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology
Randy Baron, Portfolio Manager at Pinnacle Associates, gives an overview of the Synthetic Biology space. Randy thinks "the 21st century is going to be a century of biology," and he discusses all the …
Published on 4 years, 6 months ago
James Elbaor is investing in Dan Loeb at a Discount $TPOU
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Third Point Investors (TPOU; trades in London).
TPOU is a closed-end investment company that invests into Third P…
Published on 4 years, 6 months ago
Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Key points include how some of the company's undeveloped acreage could be a massive call option, how rising …
Published on 4 years, 6 months ago
Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit
Aaron Edelheit, founder of Mindset Capital and author of The Hard Break, comes on to discuss his thesis for investing in cannabis in general and Glass House Group in particular. Key topics include wh…
Published on 4 years, 7 months ago