July 1, 2026
VEON ($VEON) is a deeply undervalued EM telecom, with its Kyivstar stake alone justifying most of its value, leaving high-growth super apps for free.
June 30, 2026
Pershing Square finalists pitch MSA Safety ($MSA) as a hidden compounder, driven by a subscription shift and a mandated fire equipment refresh.
June 28, 2026
Simeon McMillan argues the market is wrong on the Fox-Roku deal. He sees Roku as a key streaming distribution asset, a strategic long-term buy.
June 21, 2026
Jonathan Cohen discusses UK market inefficiencies & YouGov ($YOU.L). He argues YouGov's proprietary data makes it an AI winner, not a loser.
June 15, 2026
Alex Roepers of Atlantic Investment details deep-value theses for auto supplier $DCH and frozen food company $NOMD, citing major catalysts.
June 10, 2026
Adam May analyzes $ABVX's blowout ulcerative colitis data and subsequent stock crash, arguing the market's fear of cancer risk is a misread.
June 4, 2026
Pershing Square finalists pitch Amadeus ($AMS) as a high-moat, AI-proof travel 'toll booth' unfairly sold off on unfounded SaaS fears.
May 31, 2026
This episode explores the AI-driven market concentration, AI's threat to investors, the need for mental flexibility, and MicroStrategy's unique risks.
May 28, 2026
Pershing Square Challenge finalists pitch Celsius ($CELH), arguing it's undervalued with strong growth from the Alani acquisition and a Pepsi moat.
May 25, 2026
Pershing Square Challenge runner-ups on why Baker Hughes ($BKR) is misunderstood as it transforms into a high-margin energy tech compounder.
May 22, 2026
Pershing Square Challenge winners pitch DoorDash, citing durable US growth, international potential, and superior execution as key drivers.
May 19, 2026
Marlton's James Elbaor presents the bull case for Pershing's $PSUS & $PS, arguing for premium valuations based on permanent capital and growth.
May 14, 2026
Unpacking the $DRVN investment thesis: Despite a recent accounting restatement, the core value case rests on its "crown jewel" Take 5 business.
May 10, 2026
Liberty Global ($LBTYK) presents a deep sum-of-the-parts discount with a spin-off catalyst, but its history of underperformance looms large.
May 5, 2026
$STVN's stock fell 50% on oral GLP-1 fears. Aurelian Research's Leo Trudel argues this is an overreaction, seeing a durable compounder.
April 30, 2026
Is Sprout Social ($SPT) a victim of the SaaSpocalypse? Deiya Pernas argues its sell-off is overblown, citing hidden moats & an upcoming catalyst.
April 26, 2026
Chadd Garcia details LandBridge's value, driven by its strategic Permian land, high-quality pore space royalties, and data center optionality.
April 23, 2026
Is the 'SaaSpocalypse' overblown? Marcelo Lima argues premier SaaS firms like Salesforce are integrating AI to entrench their moats, not be replaced.
April 19, 2026
Aganju Capital's Tolu Bukola argues DraftKings is undervalued as the market overstates the threat from prediction markets, which face a reckoning.
April 16, 2026
Andrew Walker discusses SaaS risks, hedging against AI with LEAPs, the double-edged sword of pattern recognition, and investor psychology.
April 10, 2026
Fiserv ($FISV) is a compelling turnaround play. A new elite management team is executing a strategic reset, making its deep undervaluation a key opportunity.
March 25, 2026
Explore frameworks for market volatility, reassessing software investor track records, handling stagnant stocks, and adjusting position sizing.
March 23, 2026
Biotech investor Adam May reveals his edge, detailing how to find alpha in misunderstood clinical trial data for stocks like $NKTR and $ABVX.
March 20, 2026
Ferrellgas ($FGPR) completes a major share conversion, boosting liquidity and setting up an uplisting. The path to value involves deleveraging and M&A.
March 14, 2026
Simeon McMillan analyzes Comcast spinoff $VSNT, highlighting post-2028 risks from losing NBC's ad and carriage support, despite hidden gems.
March 10, 2026
Experts dissect the media M&A landscape after Paramount outbids Netflix for Warner Bros., analyzing strategy, execution risk, and the future of IP.
March 9, 2026
Will Cleary breaks down FTAI's disruptive engine module swap model, its asset-light growth strategy, and its new venture into data center power.
March 3, 2026
Deep dive on $DJCO with former consultant Roy Swisa. We explore its SaaS moat, the post-Munger portfolio overhang, and AI's impact on legal tech.
February 24, 2026
Verdad Capital applies a quantitative strategy to biotech, using specialist ownership, insider buys, and unique value metrics to find alpha.
February 20, 2026
Antipodes' Phillip Namara presents the investment case for Mexican airline Volaris (VLRS), citing a consolidating market and a major merger.
February 17, 2026
Host Andrew Walker discusses the AI-driven 'SaaS apocalypse', the challenges of investing in panics without hard assets, and investor psychology.
February 15, 2026
AlphaSense's Ryan Fennerty reveals how investors can master expert calls and AI tools to combat bias, synthesize data, and find a durable edge.
February 8, 2026
David Kaiser of Methodical Investments explains his rules-based, value-focused strategy and the importance of consistency over adaptation.
February 5, 2026
Bill Chen details the deep value case for Alexander's ($ALX), breaking down its shrewd debt deal, sum-of-the-parts, and aligned management.
February 3, 2026
Bill Chen discusses the investment thesis for REITs, detailing a total return framework, the turning capital cycle, and unique liquidation plays.
January 23, 2026
An activist's post-mortem on Avation ($AVAP): how securing a discounted block, deep sector knowledge, and operational changes unlocked value.
January 21, 2026
Investor Jeremy Raper discusses global markets, activism, and his campaign at HUMM Group, highlighting undervalued opportunities and governance issues.
January 18, 2026
Adam Buckstein presents Stride ($LRN): a sticky, recession-resistant leader in virtual K-12 education, trading at a deep discount after a fixable error.
January 15, 2026
To beat increasingly efficient markets, investors must embrace the 'Theory of Weird Markets' by focusing on unique, N-of-1 events.
January 13, 2026
Jon Boyar unveils 2026's Forgotten 40 themes. Deep dives on a tax-driven catalyst for Atlanta Braves ($BATRA) and Uber's ($UBER) AV moat.
January 11, 2026
Randy Baron pitches Victoria PLC, a highly levered UK flooring company down 95%, as a "spicy" special situation play on a cyclical turn.
January 8, 2026
Judd Arnold discusses his shift to inflection investing, prioritizing liquidity over traditional valuation, and presents the bull case for $TOI.
December 30, 2025
Reflecting on 10 years of investing, Andrew Walker argues markets are getting weirder, simple value is dead, and alpha lies in unique situations.
December 29, 2025
UK homebuilders like Bellway offer a compelling risk/reward, trading below tangible book value despite strong ROEs and conservative balance sheets.
December 26, 2025
NCR Atlas (NATL): A deep dive into the ATM duopoly. Is it a declining business or a hidden value play with ATM-as-a-Service growth?
