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

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

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2.1KEstados Unidos
7Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14

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3Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15

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18Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCM | S08 E03

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2Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

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3.2KEstados Unidos97
5Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

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2.8KEstados Unidos96
10Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

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2.8KEstados Unidos96
13Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

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12Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMD | S08 E02

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2.4KEstados Unidos96
8Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

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2.4KEstados Unidos96
4Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

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2.4KEstados Unidos97
15Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

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2.1KEstados Unidos96
14Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

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2.1KEstados Unidos96
9Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11

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2.1KEstados Unidos96
11Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG | S07 E38

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16Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44

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1.6KEstados Unidos96
1Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

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1.6KEstados Unidos97
20Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41

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1.4KEstados Unidos96
6Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

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1.1KEstados Unidos96
19Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

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1.1KEstados Unidos96
17Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E37

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1.1KEstados Unidos96