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Sleepwell and Enlightened are allied in the $ALLY bull case
Sleepwell Capital and Enlightened Capital discuss their thesis for Ally $ALLY. Ally trades for just over book value despite posting ROEs well in exce…
4 years, 3 months ago
Andrew Freedman walks through the TMT space
Andrew Freedman, managing director at Hedgeye, walks through the TMT landscape post earnings. Key topics include how he looks at legacy media company…
4 years, 3 months ago
Ari Lazar sees value in $KW
Ari Lazar, senior analyst at RGA investment advisors, discusses his bull case for KW. Ari believes KW trades at a material discount to NAV, and that …
4 years, 3 months ago
Richard Sosa sees value in DFIN's niche
Richard Sosa, host of the Riches in Niches podcast, discusses his thesis on Donnelly Financial (DFIN). Despite a strong recent run, DFIN trades at a …
4 years, 4 months ago
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 controll…
4 years, 4 months 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 bigg…
4 years, 4 months 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 Canna…
4 years, 4 months 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 tra…
4 years, 4 months 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 i…
4 years, 4 months 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. H…
4 years, 4 months ago