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Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
Adam Wilk, founder and portfolio manager at Greystone Capital, discusses his investment thesis in Liberated Syndication (LSYN). Key topics include why the company would make an attractive acquisition…
Published on 4 years, 8 months ago
Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK
Yaron Naymark, founder and Portfolio Manager at 1 Main Capital, discusses his investment in RCI Hospitality (RICK). RICK is a cash flow machine, and Yaron thinks the company is set to compound free c…
Published on 4 years, 8 months ago
Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal
Jon Boyar from the Boyar Value Group returns to the podcast to discuss the proposed merger between MSGE and MSGN. To put it bluntly, the deal is a disaster with absolutely no strategic rational, and …
Published on 4 years, 8 months ago
Edwin Dorsey from Bear Cave on Otonomo $SAII
Edwin Dorsey from the Bear Cave (https://thebearcave.substack.com/) returns to discuss a high conviction long idea, Otonomo. Otonomo is a "leading platform and marketplace for vehicle data" and is g…
Published on 4 years, 8 months ago
Jeff Moore discusses Thryv $THRY
Micro-cap investor Jeff Moore (who also writes http://ragnarisapirate.blogspot.com/) discusses his bull case for Thryv (THRY). Thryv is an interesting company: their core value comes from their lega…
Published on 4 years, 8 months ago
Cove Street Capital on Viasat $VSAT
Eugene Robin and Ben Claremon from Cove Street Capital discuss the battleground stock Viasat (VSAT). They discuss the biggest misperception among bears, why they think VSAT's government business is a…
Published on 4 years, 9 months ago
Mostly Borrowed Ideas on Autodesk ( $ADSK)
Abdullah Al-Rezwan from Mostly Borrowed Ideas ( https://mbi-deepdives.com/ ) returns to the podcast to discuss his latest research pick, Autodesk (ADSK). The company successfully did the transition …
Published on 4 years, 9 months ago
Will Barnes from In Practise on Naked Wines
Will Barnes, co-founder of inpractise.com, discusses the investment case for Naked Wines. The company's been a huge COVID beneficiary, but despite a nice run Will thinks the market is underestimating…
Published on 4 years, 9 months ago
Jacob Rubin from Philosophy Capital on $ESGC
Jacob Rubin, managing member and CIO at Philosophy Capital, joins the podcast to talk about his long thesis on Eros STX (ESGC), how he thinks the stock could respond to a global refi, and the long te…
Published on 4 years, 9 months ago
Joe Boskovich on WildBrain $WLDBF
Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next level a…
Published on 4 years, 10 months ago