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Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
I hope you guys enjoy the Q3 2024 Investor Audibles from: - Gator Capital - Alta Fox Capital - Greenhaven Road Capital Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Inves
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope yo
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!). Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading f
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
Investor Audibles is back, baby! I hope you enjoy listening to the following Q3 investor letters: • Upslope Capital • Rowan Capital • JDP Capital Management Let me know if there are other letters you want to hear! Finally, a big thanks to o
Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations. I loved this conversation and always enjoy Alberto's company. Make sure you follow him on Twitter/X @AAGresearch.
[REPLAY] Jenny Chase: Solar Industry Deep Dive
Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: • Solar panel adoption rates • •Raw material inputs from
Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
I'm stoked to have Jerome aka @UzoCapital on the podcast this week. Jerome invests in off-the-beaten path ideas. His speciality of late has been de-SPAC'd companies, warrants, and private music royalties. This was such a fun conversation. J
[REPLAY] Greg Orrell: How To Beat The GDX
I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period.
Garrett Goggin: All Things Gold & Silver Mining Stocks
Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his bra
[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)
I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive la
