Podcast Episodes
Back to Search
Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology
Randy Baron, Portfolio Manager at Pinnacle Associates, gives an overview of the Synthetic Biology space. Randy thinks "the 21st century is going to b…
4 years, 9 months ago
James Elbaor is investing in Dan Loeb at a Discount $TPOU
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Third Point Investors (TPOU; trades in London).
TPOU is a close…
4 years, 9 months ago
Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Key points include how some of the company's undeveloped a…
4 years, 9 months ago
Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit
Aaron Edelheit, founder of Mindset Capital and author of The Hard Break, comes on to discuss his thesis for investing in cannabis in general and Glas…
4 years, 10 months ago
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…
4 years, 10 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 fi…
4 years, 10 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 AN…
4 years, 10 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 "…
4 years, 10 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 g…
4 years, 10 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 …
4 years, 10 months ago