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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
10
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Chris DeMuth's State of the Markets April 2024 (podcast #241)
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Some things and ideas: April 2024
Every month, I put out a “some things and ideas” post with random thoughts on articles or market stuff that caught my attention in the last month (as…
Apr 30
11
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Some things and ideas: April 2024
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April 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…
Apr 29
7
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April 2024 Premium Update
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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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Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)
I had a lot of people buzz me on Robinhood’s new gold program this month (if you don’t have a Robinhood account / membership, here’s a referral code…
Apr 26
26
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Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)
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5
Monthly special situation review: $ADTH go-shop
Every month, I’ve started putting out a tweet asking what everyone’s favorite special situation is (here’s this month’s). I can’t claim that’s a unique…
Apr 24
39
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Monthly special situation review: $ADTH go-shop
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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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Weekend thoughts: hearing a pod is blowing up
A quick mini-rant. Every time the market drops by more than 1% two or three days in a row, or anything weird happens in the market, you’ll inevitably…
Apr 22
22
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Weekend thoughts: hearing a pod is blowing up
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The bitcoin halving and miners (part #1)
Today is the halving, when the number of new Bitcoins minted as a reward for mining gets cut in half. Halvings happen every four years (CNN described it…
Apr 19
29
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The bitcoin halving and miners (part #1)
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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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A (premium) squeeze out
One of the most interesting places to follow / play around in is publicly traded companies that are majority owned by private equity firms that start…
Apr 17
14
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A (premium) squeeze out
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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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