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Boyar Value Group on the value in MSGS, IAC, and ANGI
Jonathan Boyar and Shrey Patel from the Boyar Value Group discuss their firm's background and their process for finding stocks trading for less than private market value. Then, we dive deep intro fou…
Published on 5 years, 1 month ago
Mike Melby from Gate City Capital on Amrep $AXR
Mike Melby, Founder and Portfolio Manager at Gate City Capital, comes on to discuss his background and his investment into Amrep (AXR), which his firm owns 18% of.
Gate City Capital website: https://w…
Published on 5 years, 1 month ago
Why Ryan O'Connor is bullish Nintendo $NTDOY
Ryan O'Connor, founder of Above Average Odds Investing and Crossroads Capital, discusses his bull thesis on Nintendo. Our discussion focuses on all of the optionality Nintendo has, including what wou…
Published on 5 years, 2 months ago
Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH)
Stanford Wyatt from August Partners and Rational Research discusses his background in investing and his investment thesis on Nordstrom and The Tile Shop.
Rational Reserach: https://rationalresearch.s…
Published on 5 years, 2 months ago
Mostly Borrowed Ideas on Etsy
Abdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive that left him bullish on Etsy.
You can find Abdullah …
Published on 5 years, 2 months ago
A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again)
Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular, we discuss Dan's due dil…
Published on 5 years, 2 months ago
Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH
Edwin Dorsey, the founder of the Bear Cave, comes on to talk about short selling, his new newsletter, and his recent report highlighting the red flags at Celsius. Fun fact: Edwin estimates he represe…
Published on 5 years, 2 months ago
Minion Capital (aka Shomik Ghosh) on Shopify and VC investing
Shomick Ghosh (aka Minion Capital), a Principal at Boldstart, talks about his experience as a Venture Capitalist and how he balances investing in both public and private companies. Then we dive deep …
Published on 5 years, 2 months ago
Packy McCormick from Not Boring on Opendoor $IPOB
Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel investing, and his current investment into Opendoor …
Published on 5 years, 2 months ago
Shopping for value: Bill Brewster on $QRTEA
Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergoing some financial engineering which has some peo…
Published on 5 years, 3 months ago