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A $GOED investment thesis that WARRANTs a look with Thomas Braziel
Thomas Braziel, President of 507 Capital, discusses his investment in $GOED. Key topics include addressing the (many) red flags around the investment…
4 years, 6 months ago
Louis Camhi presents an ORIGINal investment thesis $ORGN
Louis Camhi, a private investor, discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off, but Lou…
4 years, 7 months ago
Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF
Mike Mitchell, the king of lumber fintwit, discusses his big bet on GreenFirst. Key topics include how Mike found GreenFirst (back when it was Itasca…
4 years, 7 months ago
Sean Iddings on the bull case for $EXPI
Sean Iddings, an entrepreneur and microcap investor, discusses his high conviction position in eXp World Holdings (EXPI). EXPI is a hyper growth comp…
4 years, 7 months ago
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.
Chri…
4 years, 7 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 compell…
4 years, 8 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 Tripadvis…
4 years, 8 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 …
4 years, 8 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…
4 years, 8 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 Bi…
4 years, 8 months ago