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Felix Narhi discusses Stitch Fix $SFIX
Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks…
4 years, 5 months ago
Randy Baron discusses Renalytix $RNLX
Randy Baron, one of the most popular YAVP guests, returns to discuss his investment thesis on Renalytix (RNLX). Randy sees similarities between RNLX …
4 years, 5 months ago
Tim Weber is bullish $AMPY despite the oil spill
Tim Weber, a private investor, discusses the bull thesis for $AMPY. We're in a period of heightened uncertainty, as the company's Beta asset was resp…
4 years, 5 months ago
Leo Kang from Plum Capital on $ATTO
Leo Kang, author of the excellent Plum Capital Substack, comes on to discuss his thesis on Atento (ATTO). With 3 legacy private equity holders owning…
4 years, 5 months ago
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 …
4 years, 5 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 mo…
4 years, 6 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 …
4 years, 6 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 …
4 years, 6 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…
4 years, 6 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…
4 years, 6 months ago