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February 2022

Jeremy Raper is going FAR (Podcast #96)
Jeremy Raper return to the podcast to talk about his latest campaign at FAR. FAR is an extremely small company on an international exchange, so…
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Andrew Walker
Bill Chen breaks down $FRPH's SOTP (podcast #95)
Bill Chen breaks down his thesis for FRPH.
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Andrew Walker
Jon Boyar thinks SMG's stock is set to grow (podcast #94)
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG).
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Andrew Walker
Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT.
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Andrew Walker
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January 2022

Josh Young journeys through the energy space (Podcast 92)
Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher.
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Andrew Walker
Podcast #91: Keith Smith thinks $TIGO is a cheap special situation
Keith Smith goes through his TIGO investment thesis.
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Andrew Walker
Podcast #90: Vadim Perelman's Basic-Fit thesis $BFIT
Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a >10x in <10 years.
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Andrew Walker
Podcast #89: $RENN is Chris DeMuth's best idea for 2022
Chris DeMuth discusses RenRen (RENN) and why it’s his best idea for 2022. You can find a lot of background on RENN in my original RENN podcast with Ian…
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Andrew Walker

December 2021

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