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Shehryar Khursheed from Return on Capital on $RH's bull case
Shehryar Khursheed, the founder of Return on Capital, discusses the battleground stock RH (FKA Restoration Hardware), what Berkshire Hathaway saw in the company, what short sellers missed on the comp…
Published on 4 years, 10 months ago
Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze
Al Grujic, founder and CEO of All of Us Financial (https://www.allofusfinancial.com/), comes on to discuss the Stonk market. Topics include Robinhood stopping trading last week, gamma squeezes, and h…
Published on 4 years, 10 months ago
Mario Cibelli on the $WWE bull case
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed (https://amzn.to/34cim9F), makes his second podcast appearance to discuss the bull case for WWE.
Mario's first …
Published on 4 years, 10 months ago
Elliot Turner on Twitter $TWTR
Elliot Turner of RGA (http://rgaia.com) makes a repeat appearance to provide a quick update on Dropbox (DBX), discuss how a due diligence project resulted in him hitting the state limit for wine deli…
Published on 4 years, 11 months ago
Jeremy Raper on Haier Smart Home
Jeremy Raper, founder of the excellent rapercapital.com and our inaugural guest, makes a repeat appearance on the podcast. We provide an update on his idea from our last podcast (Brag), discuss a pot…
Published on 4 years, 11 months ago
Steve Clapham, author of The Smart Money Method
Steve Clapham, author of The Smart Money Method (https://amzn.to/3gwJJjb) comes on to discuss his new book and some of the valuation and research tricks and tips that didn't quite make it into his bo…
Published on 5 years ago
Jeremy Raper on Bragg Gaming (BRAG.V)
Jeremy Raper, founder of the excellent rapercapital.com and our inaugural guest, makes a repeat appearance on the podcast. We discuss his recent views on the market, a quick update on his StoneX (SNE…
Published on 5 years ago
Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
Zack Silver, an analyst at B. Riley, recaps what happened at Liberty Media's Investor Day, including Liberty's bullishness for tech companies, Liberty's plan to launch a SPAC, and how Liberty has han…
Published on 5 years, 1 month ago
Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
Tim Bergin is a value investor and the founder of On Beyond Investing (https://onbeyondinvesting.com/). In this episode, he discusses his background, why he sees value in the banking space and specif…
Published on 5 years, 1 month ago
Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming
On November 10th, Great Canadian Gaming (GC) announced a deal to sell themselves to Apollo (APO) for $39/share. On the subsequent earnings call, shareholders immediately revolted, with several of GC'…
Published on 5 years, 1 month ago