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Top Tracks
1
Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas
2
Rory Johnston: Oil & Gas Industry Crash Course
3
Robert Brooks: CECO Environmental $CECE Deep Dive
4
Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
5
Christine Guerrero: An Inside Look at Integrated Oil E&Ps
6
Avi Fisher: Industrials, Construction, and Matrix Services $MTRX
7
Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
8
James Reynolds: How To Identify Businesses w/ Ecosystems of Control
9
Carvana $CVNA: Will It Survive?
10
Scott Willis: Commodity Investing 101
11
Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing
12
Mike Alkin: The Ultimate Uranium Crash Course
13
John Evans: Dissecting Offshore Services w/ Subsea7 CEO
14
Daren Heitman (Azarias Capital): Uranium Bull Thesis 101
15
Aaron Edelheit: Dumpster Diving in Cannabis
16
Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)
17
Greg Orrell: How To Outperform The $GDX
18
Josh Crumb: Global Commodity Outlook & Building ABAXX
19
James Elbaor (Marlton LLC): Investing In Investors
20
Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital
21
Stephen Diehl: The Dark Side of Web3, Crypto & NFTs
22
Amy Jo Kim: Deconstructing The Best Social Games
23
Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)
24
Peter Mantas: Crash Course on Life Sciences & Biotech Investing
25
Austin Swanson: Cardlytics (CDLX) Deep Dive
26
Lucas Tomicki: Systematically Hunting For Compounders
27
Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital
28
Robert Prather: A Crash Course on Short Selling
29
Alex Morris (TSOH_Investing): Retail Industry Deep Dive
30
Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities
31
Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!
32
Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)
33
Samer Hakoura: Ashtead Group $AHT Deep Dive
34
Shrubbery Capital: What 15 Years In Hedge Funds Teaches You
35
Brian Gitt: Busting The Myths of ESG & "Green" Energy
36
Josh Young: Energy Value Chain Analysis (Offshore & Onshore)
37
Trader Ferg: Investing in Post-Bankruptcy Energy Plays
38
WTI Realist: Taking A Realistic View on The Bull Energy Thesis
39
Will Thomson: Critical Raw Materials Deep Dive
40
Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas
41
Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
42
Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum
43
Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital
44
David Bastian: Distressed Investing 101 w/ Kingdom Capital
45
Conor Maguire: Fertilizer Stocks & $OCI
46
Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH)
47
Yaron Naymark: Reflecting On Six Years At 1 Main Capital
48
Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar
49
Chris Martenson: Uranium, Tin, Copper, and Oil
50
Alberto Ayuso: Shipping & Tankers 101
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