Kyle Mowery explains what he sees that the market is missing in $DRVN Yet Another Value Podcast 8,55 тыс. подписчиков Скачать
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger Скачать
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame Скачать
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI Скачать
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst Скачать
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré $BOL $ODET Скачать
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood Скачать
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams Скачать
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like Скачать
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK Скачать
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination Скачать
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process Скачать
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift Скачать
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L Скачать
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing Скачать
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising Скачать
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR Скачать
Lake Cornelia Research's Judd Arnold describes Powerfleet $PWFL and MiX Telematics $MIXT merger Скачать
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO Скачать
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO Скачать
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point Скачать
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis Скачать
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L Скачать
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review Скачать
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial Скачать
Value Punks' Daye Deng talks Warren Buffett's $BRK investment into Japanese Trading Companies Скачать
Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM Скачать
Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC Скачать
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day Скачать
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report Скачать
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT EcoServices business + $VSAT Update Скачать
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market Скачать
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech Скачать
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking Скачать
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play Скачать
Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG Скачать
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA Скачать
