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Chris DeMuth's State of the Markets April 2024 (podcast #241)

Some things and ideas: April 2024

April 2024 Premium Update

Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT (podcast #240)

Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)

Monthly special situation review: $ADTH go-shop

Matt Turk on why corporate history matters with Target Hospitality (episode #239)

Weekend thoughts: hearing a pod is blowing up

The bitcoin halving and miners (part #1)

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)

A (premium) squeeze out

TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)

Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)

Weekend thoughts: broken correlations and opportunities

Two quick (premium) updates

Chris DeMuth's State of the Markets March 2024 (podcast #235)

Some things and ideas: March 2024

Is $QSR a quality bubble candidate?

Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger (podcast #234)

Converting a (premium) opportunity

Matt Warder shares state of the coal markets + $AMR $HCC (podcast #233)

Weekend thoughts: buying re-bubble optionality?

March 2024 premium update

Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences (podcast #232)

The quality bubble?

Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024 (podcast #231)

A (premium) value crypto play

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO (episode #230)

Three more quick (premium) updates

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO (podcast #229)

Some quick (premium) updates

Weekend thoughts: is accounting getting harder?

Chris DeMuth's State of the Markets February 2024 (podcast #228)

Crypto, mania, and reflexivity

Aurora Financial's Austin Crites on getting comfortable with Lovesac $LOVE (Podcast #227)

Some things and ideas: February 2024

February 2024 premium update

Another (premium) sales process

Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L (podcast #226)

Some (premium) broadband updates

Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point (podcast #225)

Monthly special situation review: $LSXMK / $SIRI "arb"

The curious case of $PLCE and the $GME 2.0 possibilities

Bank opportunity costs, forgoing buybacks, and $BKU

Weekend thoughts follow up: $NYCB insider buying and mea culpa

Finishing an overdue (premium) process

The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy (Episode #224)

Weekend thoughts: $NYCB and regretting sweetheart deals

Dealing with a big loser (business brew appearance / companion post)

Chris DeMuth's State of the Markets January 2024 (podcast #223)

Some things and ideas: January 2024

January 2024 premium update

Weekend thoughts: Buffett's Wells Fargo Opportunity Cost $WFC

Voss Capital's Jon Hook's thesis on outsourced revenue cycle management company, R1 RCM $RCM (podcast #222)

Another (premium) quicky CVR deal

Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism (podcast #221)

On International Award Enforcement (premium)

Disappointment, process over outcome, and closing out $SAVE

Fundamental Edge's Brett Caughran on setting up for success in the pod shop world (podcast #220)

Weekend thoughts: investing advice (not financial advice!) for non-investors

Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis (podcast #219)

Do these really warrant a low multiple? (Premium)

Why the low multiple series: Rental Car companies edition, part 2

Why the low multiple series: Rental Car companies edition, part 1

Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions (podcast #218)

Introducing the "Why the low multiple" series

David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry $VTY (podcast #217)

Yet Another Value Empire: 2024 vision and outlook

Trite Munger quotes that hit me, FY23 edition: slaying the envy dragon (and annual fintwit returns)

Chris DeMuth's State of the Markets December 2023 (podcast #216)

A (premium) start to the new year