Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives into…
Kuppy comes on the pod to discuss his recent filing on LEE. You can find my notes on LEE here, Kuppy’s LEE thesis here, and of course check out KEDM…
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Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the…
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Jacob Rubin returns to the podcast for a two part episode. In part two (this episode), Jacob talks about GLNG. You can see part one on FTAI here, see my…
Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a >10x in <10 years. Key topics include a detailed walk through…
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Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing…
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Keith Smith goes through his TIGO investment thesis. TIGO is very cheap, and a recent acquisition the CEO described as “a no brainer” will result in a…
Andrew Freedman, managing director at Hedgeye, walks through everything happening in the TMT space. Please follow the podcast on Spotify, iTunes, or…
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID…
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…
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…
Jacob Rubin returns to the podcast for a two part episode. In part one (this episode), Jacob talks about FTAI and some follow up on his first appearance…