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Chris DeMuth's State of the Markets April 2024 (podcast #241)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as…
Apr 30
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Chris DeMuth's State of the Markets April 2024 (podcast #241)
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Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT (podcast #240)
Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). This…
Apr 29
4
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Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT (podcast #240)
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Matt Turk on why corporate history matters with Target Hospitality (episode #239)
Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically…
Apr 23
10
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Matt Turk on why corporate history matters with Target Hospitality (episode #239)
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Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)
Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in…
Apr 17
11
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Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)
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TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. Today's episode is…
Apr 12
7
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TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
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Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)
Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group…
Apr 8
12
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Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)
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Chris DeMuth's State of the Markets March 2024 (podcast #235)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being…
Apr 2
12
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Chris DeMuth's State of the Markets March 2024 (podcast #235)
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March 2024
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
8
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Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger (podcast #234)
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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
16
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Matt Warder shares state of the coal markets + $AMR $HCC (podcast #233)
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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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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
10
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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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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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