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Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger (podcast #234)
Judd Arnold, Lake Cornelia Research Management, rejoins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger. This episode is…
Mar 27
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Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger (podcast #234)
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Converting a (premium) opportunity
This is going to be a fast post, as I suspect the opportunity here could be fleeting. An ill-fated capital markets deal has caused a huge stock drop…
Mar 26
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Converting a (premium) opportunity
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12
Matt Warder shares state of the coal markets + $AMR $HCC (podcast #233)
To celebrate the launch of a new COAL ETF, Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level…
Mar 25
14
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Matt Warder shares state of the coal markets + $AMR $HCC (podcast #233)
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Weekend thoughts: buying re-bubble optionality?
I was chatting with a friend Friday, and we were talking about a stock that was a darling of the 2021 growth / meme trade but has fallen on harder times…
Mar 24
53
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Weekend thoughts: buying re-bubble optionality?
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March 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, please remember you can always reach out to me if…
Mar 21
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March 2024 premium update
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19
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences (podcast #232)
Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a…
Mar 21
10
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Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences (podcast #232)
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The quality bubble?
If you’re following the stock market, the story of the year so far has been anything that touches crypto and particularly AI flying. But under that…
Mar 20
86
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The quality bubble?
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11
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024 (podcast #231)
Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the…
Mar 18
9
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Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024 (podcast #231)
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A (premium) value crypto play
Crypto is going through something right now. Perhaps it’s a mania. Perhaps it’s a revolution. Perhaps it’s a breakout. As a value investor, these types…
Mar 17
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A (premium) value crypto play
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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO (episode #230)
Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of…
Mar 14
6
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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO (episode #230)
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Three more quick (premium) updates
With a bunch of news this week, just wanted to provide three more quick updates on premium ideas (particularly as I know these are ideas of high…
Mar 13
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Three more quick (premium) updates
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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO (podcast #229)
Drew Cohen from Speedwell Research joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds…
Mar 11
9
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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO (podcast #229)
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