Podcast Episodes
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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 …
4 years, 10 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 ove…
4 years, 11 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 …
4 years, 11 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 …
4 years, 11 months ago
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 wh…
4 years, 11 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 …
4 years, 11 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 di…
4 years, 11 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 p…
4 years, 11 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 interesti…
4 years, 11 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 bea…
5 years ago