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Similares a Liquid real assets with Will Thomson of Massif Capital; natural gas, tungsten and tin | S07 E33

20 vecinos (text_768) · 1.2K views · The Acquirers Podcast · Estados Unidos

★Liquid real assets with Will Thomson of Massif Capital; natural gas, tungsten and tin | S07 E33

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1.2KEstados Unidos
6Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

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3.2KEstados Unidos96
9Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

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2.8KEstados Unidos96
2Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

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2.5KEstados Unidos96
13Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

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2.4KEstados Unidos96
15Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL short | S08 E12

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2.4KEstados Unidos96
19David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

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1Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

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5Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG | S07 E38

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11Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

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

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1.6KEstados Unidos96
10Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

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1.6KEstados Unidos96
14Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

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18Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

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3Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

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20Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E37

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17Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

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4Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

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16Magnetic 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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12Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25

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