Single Stock Spaces

@twebs
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Deep dives on individual stocks, hosted by @twebs

الحلقات

  1. ٠٣‏/٠٢‏/٢٠٢٢

    Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com)

    Conor walks through his thesis on Kenmare Resources, one of a small handful of producers of critical Titanium Dioxide feedstock - Ilmenite and Rutile. Trading at a sharp discount to peers and past their major capital expansion, Conor likes Kenmare's outlook on a standalone basis, not to mention the company could potentially become an attractive target to competitors.

    ٥٤ من الدقائق

  2. ٢٧‏/٠١‏/٢٠٢٢

    Episode 12: $JOY.TO with Josh Young of Bison Interests

    Josh Young stops by the podcast after his stellar 2021 performance to discuss Journey Energy. Josh discussed the many factors going in Journey's favor - a low valuation, cleaned up balance sheet, under-appreciated option value in Power Generation, drilling potential and capable management.

    ١ س ٦ د

  3. ١٧‏/٠١‏/٢٠٢٢

    Episode 11: $GPRE with Kyle Mowery of GrizzyRock Capital

    Kyle Mowery of Grizzly Rock dropped a massive deck in advance and some serious knowledge during the $GPRE Spaces. Please see the link below for the deck and enjoy the discussion! https://twitter.com/CoVestSelect/status/1482109839056715777?s=20

    ١ س ٢٩ د

  4. ١٣‏/٠١‏/٢٠٢٢

    Episode 10: $VLRS with @CrosscheckC

    @CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low valuation, catalysts in the form of an earnings outlook well above consensus and a long runway for growth anchor the compelling thesis. Tune in and listen to Crosscheck get deep into the weeds of the airline industry.

    ١ س ١٤ د

  5. ٠٥‏/٠١‏/٢٠٢٢

    Episode 9: Glencore ($GLEN.L) with the Koala (@YellowLabLife)

    Single Stock Spaces exploded when our most requested guest agreed to come on an discuss the investment case for Glencore. Besides a deep dive on Glencore, there were also a ton of great nuggets on the sector.

    ١ س ٤٢ د

  6. ٢٣‏/١٢‏/٢٠٢١

    Episode 8: $CEIX with @KNLCBD: Many Ways to Win

    @KNLCBD breaks down the CEIX bull case, while also discussing the structural drivers of Thermal Coal

    ١ س ٤٨ د

  7. ١٦‏/١٢‏/٢٠٢١

    Episode 7: The #CoalTwitter Gang Talks $ARCH (@twebs, @dyer440, @knlcbd, @mfwarder, @acosgrove003, @ardaarkun)

    Initially conceived as having Coal Trader (@dyer440) on for a bull-bear on $ARCH, this turned into a round robin with #coaltwitter's finest. We dissect $ARCH and the broader Met and Thermal markets and focus on everything from capital allocation to index pricing to history lessons.

    ١ س ٥٧ د

  8. ٠٩‏/١٢‏/٢٠٢١

    Episode 6: $LEGH with Joe Kuefler (@ArbitragingTime)

    @ArbitragingTime discusses an under-the-radar Manufacturing Housing compounder, $LEGH (Legacy Housing Corporation)

    ١ س ٢٦ د

  9. ٢٣‏/١١‏/٢٠٢١

    Episode 5: Jeremy Raper (@puppyeh1) Puts me (@twebs) on the Hot Seat re: $AMPY

    We flipped the script, and Jeremy puts me on the spot, asking why $AMPY is not reflecting the positive news that has trickled out since the early October Oil Spill.

    ١ س ٢٨ د
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Deep dives on individual stocks, hosted by @twebs

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  • صناع العمل
    @twebs
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