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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…
12 hrs ago
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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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Some quick (premium) updates
Man what a week. I just wanted to give a quick update on three premium names that had some news this week (and that I know there’s a decent bit of…
Mar 11
7
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Some quick (premium) updates
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Weekend thoughts: is accounting getting harder?
So far this year, the story of the stock market has undoubtedly been the rocket ships that crypto and AI stocks have turned into. But, under the water…
Mar 9
43
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Weekend thoughts: is accounting getting harder?
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Chris DeMuth's State of the Markets February 2024 (podcast #228)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX…
Mar 5
7
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Chris DeMuth's State of the Markets February 2024 (podcast #228)
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Crypto, mania, and reflexivity
A few weeks ago, I started looking at a bitcoin tangential play, and as part of that process I started going further and further down the bitcoin …
Mar 4
49
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Crypto, mania, and reflexivity
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Aurora Financial's Austin Crites on getting comfortable with Lovesac $LOVE (Podcast #227)
Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing…
Mar 3
14
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Aurora Financial's Austin Crites on getting comfortable with Lovesac $LOVE (Podcast #227)
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February 2024
Some things and ideas: February 2024
My monthly post with random thoughts on articles or market stuff that caught my attention in the last month (as well as some fantasy book…
Feb 29
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Some things and ideas: February 2024
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February 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…
Feb 28
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February 2024 premium update
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