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Top Tracks
1
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
2
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
3
Matt Warder shares state of the coal markets + $AMR $HCC
4
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
5
Midyear 2025 podcast ideas updates
6
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
7
Asif Suria on the Six Special Situation Strategies to Outperform the Market
8
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
9
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
10
Ben Claremon on $LUMN
11
Artem Fokin from Caro-Kann on Kaspi $KSPI
12
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
13
Jeremy Raper on StoneX $SNEX
14
Chris DeMuth's State of the Markets July 2023
15
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
16
Chris DeMuth's State of the Markets May 2024
17
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
18
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
19
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
20
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
21
Leo Kang from Plum Capital on $ATTO
22
Jon Boyar thinks SMG's stock is set to grow
23
Jeremy Raper on Bragg Gaming (BRAG.V)
24
James Elbaor is investing in Bill Ackman at a Discount $PSH
25
Brian McGough from Hedgeye on the (dismal) State of Retail
26
Chris DeMuth's State of the Markets June 2023
27
Chris DeMuth's State of the Markets December 2023
28
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
29
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
30
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
31
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
32
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
33
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
34
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
35
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
36
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
37
AI in Investing with Daloopa's founder Thomas Li
38
The Snowball (May 2025 Fintwit Book Club)
39
Muddy Waters' Darren McLean on investing in the mining sector
40
Findell Capital's Brian Finn on Oportun $OPRT
41
Kingdom Capital's David Bastian on United Natural Foods $UNFI
42
Vadim Perelman's Basic-Fit thesis $BFIT
43
Chris DeMuth's best idea for 2022 is $RENN
44
Keith Smith thinks TIGO is a cheap special situation
45
Rich Howe thinks NXDT could be the next NXRT
46
Louis Camhi on the opportunities in the SPAC market
47
Swen Lorenz from Undervalued-Shares on $IWG
48
Michael Fritzell from Asian Century Stocks on T. Hasegawa
49
Brian Laks from Old West on Tin's Alpha Potential
50
Jeremy Raper on the event driven market July 2022
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