Big Themes With RooJoo
We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In…
Financials Unplugged
We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great episode and we learned a lot! We urge everyone to shoot him a follow at @GatorCapital and sign up for his quarterlies. We have read him for a decade and highly recommend! As always, we…
Chomp, Chomp…
Reminder that next week, Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s founder, Derek Pilecki. This guy knows all there is on financials and has turned out returns for decades. We are looking forward to getting some insight on some tradeable opportunities as the curve steepens in…
June 23, 2024, Vol. 182
The admin of this site has disabled this download item page.
Happy Hour “Shipping” – Charles from Marhlem
We want to thank Charles from Marhlem for hopping on Friday’s Happy Hour for a tour de force of the shipping industry. We bounced around the entire shipping industry from RoRos to tankers. We even pulled a few tickers out of him that are worth exploring. As always, we jotted down some high level Kliff…