Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
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Dave Johnson from Caligan Partners discusses his thesis on Evolus (EOLS). Evolus is a one product company. Their product, Jeuveau, is a Botox competitor…
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One theme I’ve been obsessed with this year is cyclicals trading at low multiples. There’s an old adage that the time to buy cyclicals is when their…
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Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an…
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The team from CoVest discusses why they launched CoVest and then dives deep into their thesis for OEC. You can learn more about CoVest here. Please…
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Dave Waters from Alluvial Capital returns to the podcast to discuss his thesis on PX. You can find Dave’s first appearance (back in the absolute depths…
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James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH). Please follow the podcast on…
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Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
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Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
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Jon Boyar returns to the podcast to talk about the Dolan Discounts at MSGS and MSGE. Both MSGE and MSGS were profiled in Jon’s Fresh Looks report, which…
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Probably the best under the radar space for event driven names this year has been MLP deals. I’ve successfully pitched two so far this year (SHLX in…
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Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get…
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