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Bitcoin futures arb and trading the crypto market with David Fauchier
The crypto market currently feels like the wild wild west. It can take only a week or two to run through a full cycle (a bull and a bear market), and coins that are explicitly a joke can be valued at…
Published on 4 years, 7 months ago
Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
Chris McIntyre, founder of McIntyre partnerships, discusses his investment thesis for Garrett Motion (GTX). GTX just emerged from bankruptcy after filing in 2020, and Chris thinks the stock is signif…
Published on 4 years, 7 months ago
A roundtable on Angi $ANGI
Dickson Pau, Tom Moore, and Bill Henry, three first years at Columbia Business School, discuss their investment thesis for Angi. The three pitched ANGI in the Pershing Stock Challenge (placing second…
Published on 4 years, 7 months ago
Javier from Blind Squirrel discusses Netflix $NFLX
Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix, including why Netflix's scale is a massive moat, why the "Netflix doesn't do have quality" debate is wrong, …
Published on 4 years, 7 months ago
Neil Cataldi from Blueprint on Sanara Medtech $SMTI
Neil Cataldi from Blueprint Capital discusses his investment thesis for Sanara Medtech (SMTI). Sanara is growing quickly, and Neil thinks continued growth in their product portfolio and hospitals the…
Published on 4 years, 7 months ago
Alex Morris from TSOH on Spotify $SPOT
Alex Morris, founder of The Science of Hitting, comes on the podcast to discuss his investment thesis for Spotify (SPOT). Topics include how Spotify can compete with larger competitors like Apple and…
Published on 4 years, 7 months ago
Jeremy Raper goes activist on Hunter Douglas $HDG
Jeremy Raper, founder of Raper Capital (https://rapercapital.com/), makes his fourth podcast appearance to discuss his foray into activism at Hunter Douglas (HDG.NA). Hunter Douglas's controlling sha…
Published on 4 years, 8 months ago
Ian Bezek on RenRen $RENN
Ian Bezek from Ian's Insider Corner discusses the most interesting event thesis I've seen this year: buying RenRen (RENN) into their legal battle over the OPI assets.
Ian's original RenRen write up: h…
Published on 4 years, 8 months ago
Francisco Olivera from Arevilo Capital on Roblox $RBLX
Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single game, and ho…
Published on 4 years, 8 months ago
Cove Street Capital on Viemed (VMD)
Eugene Robin and Andrew Leaf from Cove Street discuss their investment in Viemed. Viemed targets organic growth rates over 30%, yet the company only trades for ~15x free cash flow. Andrew and Eugene …
Published on 4 years, 8 months ago