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Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Matt Warder shares state of the coal markets + $AMR $HCC
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Artem Fokin from Caro-Kann on Kaspi $KSPI
Ben Claremon on $LUMN
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Chris DeMuth's State of the Markets May 2024
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Chris DeMuth's State of the Markets July 2023
Jeremy Raper on StoneX $SNEX
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Chris DeMuth's State of the Markets June 2023
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Jeremy Raper on Bragg Gaming (BRAG.V)
Brian McGough from Hedgeye on the (dismal) State of Retail
Chris DeMuth's State of the Markets December 2023
James Elbaor is investing in Bill Ackman at a Discount $PSH
Leo Kang from Plum Capital on $ATTO
Jon Boyar thinks SMG's stock is set to grow
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Chris DeMuth's State of the Markets June 2024
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Chris DeMuth's State of the Markets July 2024
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Chris DeMuth's State of the Markets March 2024
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Chris DeMuth's State of the Markets November 2023
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
John Maxfield on Investing in Banks in a Post-SIVB World
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Keith Smith thinks TIGO is a cheap special situation
Chris DeMuth's best idea for 2022 is $RENN
Michael Fritzell from Asian Century Stocks on T. Hasegawa
Swen Lorenz from Undervalued-Shares on $IWG
Bill Chen on HHC's value and Ackman's pending tender
Elliot Turner on Dropbox $DBX
Rich Howe thinks NXDT could be the next NXRT
Brian Laks from Old West on Tin's Alpha Potential
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Luis Sanchez lays out the $IBKR thesis
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Vadim Perelman's Basic-Fit thesis $BFIT
Louis Camhi on the opportunities in the SPAC market
Zack Buckley on Xponential Fitness $XPOF
Lionel Hutz on Liquidia's patent battle $LQDA
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