Single Stock Spaces

@twebs
  • 5.0 (13)
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Deep dives on individual stocks, hosted by @twebs

Episodios

  1. 03/02/2022

    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.

    54 min

  2. 27/01/2022

    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.

    1 h y 6 min

  3. 17/01/2022

    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

    1 h y 29 min

  4. 13/01/2022

    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.

    1 h y 14 min

  5. 05/01/2022

    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.

    1 h y 42 min

  6. 23/12/2021

    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

    1 h y 48 min

  7. 16/12/2021

    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.

    1 h y 57 min

  8. 09/12/2021

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

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

    1 h y 26 min

  9. 23/11/2021

    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.

    1 h y 28 min
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Deep dives on individual stocks, hosted by @twebs

Información

  • Creador
    @twebs
  • Años de actividad
    2 k
  • Episodios
    9