Yavp
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
2026/09/01 13:19:09
$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
2026/08/30 15:53:49
Late August 2026 Random Ramblings
2026/08/27 13:43:54
How to win a stock pitch competition | lessons from an Ira Sohn winner
2026/08/25 09:57:28
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
2026/08/17 16:26:56
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
2026/08/14 14:29:46
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
2026/08/07 15:02:41
August 2026 Random Ramblings
2026/08/04 21:07:26
July 2026 Random Ramblings
2026/07/27 11:39:51
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
2026/07/24 13:04:45
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
2026/07/20 14:51:25
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
2026/07/14 13:09:02
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
2026/07/07 20:58:59
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
2026/07/01 17:05:21
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
2026/06/30 11:55:49
$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
2026/06/28 18:05:59
June 2026 Random Ramblings
2026/06/25 14:09:46
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
2026/06/21 18:32:17
Alex Roepers on two deep-value special situations: $DCH and $NOMD
2026/06/15 01:08:35
Adam May on $ABVX's blowout data and subsequent stock crash
2026/06/10 11:37:29
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
2026/06/04 12:57:32
May 2026 Random Ramblings
2026/05/31 14:39:21
Pershing Square Challenge 2026 third place: Celsius $CELH
2026/05/28 10:58:59
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
2026/05/25 18:53:18
Pershing Square Challenge 2026 winners on DoorDash $DASH
2026/05/22 18:03:27
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
2026/05/19 13:00:56
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
2026/05/14 12:43:09
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
2026/05/10 13:11:50
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
2026/05/05 13:24:39
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
2026/04/30 10:57:27
Chadd Garcia drills into LandBridge's value
2026/04/26 12:20:51
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
2026/04/23 11:45:12
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
2026/04/19 13:00:00
April 2026 Random Ramblings
2026/04/16 11:20:31
Guinea Value's Jingshu Zhang on Fiserv $FISV
2026/04/10 11:46:44
Avory's Sean Emory on Clear Security $YOU
2026/04/02 13:09:04
Theravance's strategic review with Andy Summers $TBPH
2026/03/29 12:07:58
Night Watch's Roderick van Zuylen on Marex $MRX
2026/03/27 11:01:58
March 2026 Random Ramblings
2026/03/25 11:03:37
Adam May on investing in biotech $NKTR $ABVX
2026/03/23 11:23:19
Chris Paryse on Ferrellgas's big conversion $FGPR
2026/03/20 11:43:25
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
2026/03/14 20:43:57
A tour through the media landscape with TSOH's Alex Morris
2026/03/10 10:57:59
Carriage House's Will Cleary on $FTAI
2026/03/09 12:09:50
Roy Swisa on $DJCO
2026/03/03 16:47:13
Investing in Biotech with Verdad Capital
2026/02/24 11:56:13
Flying through the Volaris thesis with Antipodes' Phillip Namara
2026/02/20 21:00:26
February 2026 Random Ramblings
2026/02/17 20:19:55
Rules based investing with Methodical Investment's David Kaiser
2026/02/08 14:18:57
Bill Chen's follow up on REITs and $ALX
2026/02/05 14:48:00
Bill Chen on the current set up for REITs
2026/02/03 14:01:24
January 2026 Random Ramblings
2026/01/28 12:46:44
Avation Post-Mortem with Jeremy Raper $AVAP
2026/01/23 14:31:19
General Market Thoughts and the Case for Change at Humm with Jeremy Raper
2026/01/21 14:45:54
Adam Buckstein's Stride Thesis $LRN
2026/01/18 19:54:08
The (Working) Theory of Weird Markets
2026/01/15 20:16:10
Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
2026/01/13 14:53:02
Randy Baron's "Spicy" Victoria PLC Pitch
2026/01/11 12:34:28
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
2026/01/08 13:58:54
December 2025 Random Ramblings
2025/12/30 15:21:29
UK Homebuilders with Christian Olesen from Olesen Value Fund
2025/12/29 13:17:40
Investing in growth tech with Lead Edge Capital's Evan Skorpen
2025/12/22 12:48:02
The Fairfax Way with David Thomas $FFH.TO
2025/12/16 13:47:08
November 2025 Random Ramblings
2025/11/14 14:25:10
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
2025/11/11 22:08:45
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
2025/11/09 13:15:54
October 2025 Random Market Ramblings
2025/10/24 13:14:12
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
2025/10/20 11:53:25
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
2025/10/13 14:01:20
Born to be wired (September 2025 Book Club)
2025/10/02 14:15:43
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
2025/09/29 13:03:10
September 2025 Random Ramblings
2025/09/25 12:45:05
Shomik Ghosh's $CWAN bull thesis
2025/09/22 21:02:36
Artem Fokin on Improving with AI and Expert Calls
2025/09/18 11:45:45
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
2025/09/12 11:44:47
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
2025/09/08 11:12:00
Railroader (August 2025 fintwit book club)
2025/09/02 12:58:56
How to get a job in investing
2025/08/28 14:23:08
Guinea Value's Jingshu Zhang on $EDU
2025/08/24 18:42:21
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
2025/08/21 15:45:18
August 2025 Random Ramblings
2025/08/19 20:30:18
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
2025/08/18 11:43:08
Old West's Brian Laks dives into metals, mining, and uranium
2025/08/14 13:26:36
Hidden Gems' Chris Waller Judges Scientific Thesis
2025/08/11 14:20:28
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
2025/08/01 12:58:24
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
2025/07/29 14:38:49
Kingdom Capital's David Bastian on United Natural Foods $UNFI
2025/07/25 13:41:27
Random Ramblings July 2025
2025/07/23 13:22:52
Midyear 2025 podcast ideas updates
2025/07/10 11:35:08
Yummy Century Egg's Guowei Zhang on Echostar $SATS
2025/06/24 17:16:17
Rhizome Partner's Bill Chen's post-NAREIT takeaways
2025/06/19 12:13:46
Findell Capital's Brian Finn on Oportun $OPRT
2025/06/16 12:57:25
Recurve Capital's Aaron Chan on Cogent $CCOI
2025/06/11 13:34:01
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
2025/06/06 12:56:04
The Snowball (May 2025 Fintwit Book Club)
2025/06/04 19:19:14
Muddy Waters' Darren McLean on investing in the mining sector
2025/06/03 12:39:59
Fintool's Nicolas Bustamante on using AI to improve in investing
2025/05/29 10:27:56
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
2025/05/26 15:44:41
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
2025/05/21 13:30:06
Pershing Square Challenge 2025 winners on Carlisle $CSL
2025/05/19 16:18:42
Random Ramblings May 2025
2025/05/14 14:11:16
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
2025/05/08 15:25:28
Clashing Over Commerce (Fintwit Book Club April 2025)
2025/05/02 13:49:09
AI in Investing with Daloopa's founder Thomas Li
2025/04/30 14:06:18
Random Ramblings April 2025
2025/04/15 12:07:50
Avoiding the Zombie Biopharm trap at Keros $KROS
2025/04/09 15:57:40
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
2025/04/08 13:26:10
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
2025/04/05 11:54:39
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
2025/04/02 14:52:16
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
2025/04/01 16:59:01
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
2025/03/31 11:41:50
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
2025/03/24 17:30:26
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
2025/03/21 13:45:02
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
2025/03/19 14:03:20
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
2025/03/14 13:55:43
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
2025/03/11 12:39:34
Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors
2025/03/05 14:05:05
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
2025/02/28 14:50:00
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
2025/02/26 13:46:16
Yet Another Value's special situation: Sage Therapeutics $SAGE
2025/02/20 15:59:15
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
2025/02/13 15:30:36
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
2025/02/11 21:40:35
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
2025/02/07 15:15:14
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
2025/02/04 15:06:34
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
2025/02/02 17:44:59
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
2025/01/22 14:14:32
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
2025/01/21 13:43:04
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
2025/01/15 15:10:08
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
2025/01/02 13:47:27