Theta Talk Strat Becker

This episode is part of the Due Your Diligence newsletter service. Subscribe for free here! https://dueyourdiligence.substack.com/subscribe

A first for Due Your Diligence, we have an interview with the CEO of a publicly-traded company to share with you! The questions in this interview were crafted as if I was an analyst/potential investor for the business, but the tone of the conversation was interactive and informational since the goal of the interview was to inform an audience about a market/industry they may not know much about. I hope you enjoy learning about the potash market, I know I did!

P.S. - If you have a Company executive that may be open to a similar conversation, please send an email to realstratbeckeryt@gmail.com - I love learning about companies and enjoy being able to share these conversations.

Guest/Company Bio
Cristiano Veloso is the CEO of Verde Agritech (TSX: NPK / OTC: AMHPF - USD $371 million) is an agricultural technology company based in Brazil. The company is seeking to supply Brazil’s domestic potash supply, which has historically sourced about 90% of its potash from abroad. The company seeks to differentiate the product it’s providing by having its fertilizer not salinate the soil it is used on, thus avoiding degradation of the soil quality over time.


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Firstly, I want to say thank you for the insane level of support for our charity event on Friday. We’re currently sitting at over $10,000 raised for humanitarian and refugee relief in Ukraine and border regions where people have fled to. The link to donate is still open so please consider doing so here!

https://streamlabscharity.com/@stratbecker/stocks-for-good
You don’t have to use this link if you have a more direct cause you want to support, but anything that helps make a difference in the lives of people facing life-changing impacts right now matters.

With organizing the event, I didn’t have enough time to complete research to make what I felt was a proper publication, and I don’t want to send out incomplete work. In its place is a podcast recording sharing my thoughts on Golden Entertainment that I have to date as well as a few other topics. We’ll be back with a piece on Build-A-Bear Workshop’s earnings and updating my priors next week. Thank you again and all the best.


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Read the full newsletter about Facebook here! https://thetathoughts.substack.com/p/everyone-on-wall-street-is-wrong

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On this week's show, Strat talks about the horrendous data from Facebook/Meta's earnings report, and why the company may be a value trap. From declining engagement, shrinking DAUs on their flagship app, a collapsing upcycling strategy, and more, there's plenty to fear with the business in his opinion.


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This is an audio recording of my newsletter, Theta Thoughts. You can find the original post by clicking here and subscribe to the newsletter to get weekly analysis in your inbox by clicking here.

On this week's show, we discuss a deep dive into Build-A-Bear Workshop and go over my thoughts on why the street's view of the company being a mall-based retailer unlikely to face future success is a major misconception.


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Support this podcast: https://podcasters.spotify.com/pod/show/strat-becker/support

On this week's show, we finally meet again after weeks of illness and work. Together, we discuss the internship application process. More specifically, the things I learned along the way when applying for full-time summer internships within the financial services industry. It's not something easy to prepare for but having some key knowledge ahead of time can make a big difference. We also briefly touch on my research project into Build-a-Bear Workshop, which you can read more on with one of the links below.

Be a part of the live audience on Wednesdays at 7pm ET - https://www.twitch.tv/stratbecker

Get 5% off when signing up for Unusual Whales! - https://unusualwhales.com/referral#strat

Build-a-Bear Research Project - https://thetatalk.wordpress.com/2021/11/29/building-a-research-project/


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Support this podcast: https://podcasters.spotify.com/pod/show/strat-becker/support

On this week's show, we bring a guest onto Theta Talk for the first time. One of my closest friends, he writes "The Daily Peel" newsletter for Wall Street Oasis, which goes to the inboxes of over 80,000 people every weekday. Together, we discuss our experiences making stock pitches for both peers and professionals, and what lessons we think people making stock pitches should pay attention to. There are also memes, as there rightfully should be.

Be a part of the live audience on Wednesdays at 7pm ET - https://www.twitch.tv/stratbecker


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Support this podcast: https://podcasters.spotify.com/pod/show/strat-becker/support