Podcast Episodes
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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 flag…
5 years, 5 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 bot…
5 years, 5 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 in…
5 years, 5 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 underg…
5 years, 6 months ago
A threesome on drugs: talking $BMYRT with Matt and Dan
Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (B…
5 years, 6 months ago
Clifford Sosin on Cardlytics $CDLX
Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then di…
5 years, 6 months ago
Marc Rubinstein from Net Interest on the Financial Sector
Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taki…
5 years, 6 months ago
Dave Waters of Alluvial Capital / OTCAdventures on $PIOE
Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his c…
5 years, 6 months ago
Byrne Hobart from The Diff on The Death of FANG+
Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question…
5 years, 7 months ago
Mario Cibelli from Marathon Partners on $UBER
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in th…
5 years, 7 months ago