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Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM (podcast #196)
Kyle Mowery and Mike Holt, CFA, Managing Partner / Portfolio Manager and Senior Analyst, respectively, at Grizzly Rock Capital joins the podcast today…
Trite Munger quotes that hit me, H1'23: Incentives rule all
A few weeks ago, one of my friends took a “bad beat” on a college football bet. Given my friend’s track record of betting on sports, I would argue this…
4
Some things and ideas, September 2023
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…
3
September 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…
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis (podcast #195)
Dan Day, CFA, Equity Research Analyst at B. Riley Securities, joins the podcast today to discuss the digital advertising business, SSPs and his thesis…
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR (podcast #194)
Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the…
1
A (premium) antitrust option
I’ve been sitting on my hands a little bit on this one, and I kind of regret that waiting as there’s been a little online buzz about this situation… but…
9
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Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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