Podcast Episodes
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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 view…
5 years, 3 months 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, Libert…
5 years, 4 months 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,…
5 years, 4 months 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, shar…
5 years, 4 months ago
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 …
5 years, 4 months 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 fir…
5 years, 4 months 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 o…
5 years, 5 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 …
5 years, 5 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 th…
5 years, 5 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 f…
5 years, 5 months ago