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Similares a Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

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★Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

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3Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

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19Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13

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11Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

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10Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

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6Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

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17Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

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9Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

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15Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

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2Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

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1Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09

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20Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG | S07 E38

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4Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44

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5Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

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7Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

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12Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E37

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16Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

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18Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

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13Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

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8Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

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14Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

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