Recent Episodes
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Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Sep 17, 2024 – 01:09:21 -
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Sep 16, 2024 – 00:57:19 -
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Sep 10, 2024 – 01:19:47 -
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Sep 5, 2024 – 01:03:05 -
Chris DeMuth's State of the Markets August 2024
Aug 30, 2024 – 00:48:45 -
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Aug 27, 2024 – 00:52:05 -
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Aug 23, 2024 – 00:57:55 -
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Aug 20, 2024 – 01:08:56 -
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Aug 14, 2024 – 00:26:10 -
Chris DeMuth's State of the Markets July 2024
Aug 5, 2024 – 00:39:45 -
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Jul 29, 2024 – 00:48:55 -
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Jul 25, 2024 – 00:23:03 -
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Jul 22, 2024 – 00:57:57 -
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Jul 15, 2024 – 01:02:32 -
Chris DeMuth's State of the Markets June 2024
Jul 3, 2024 – 00:34:11 -
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Jul 1, 2024 – 01:07:38 -
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Jun 27, 2024 – 00:46:42 -
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Jun 22, 2024 – 00:33:33 -
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Jun 18, 2024 – 00:23:06 -
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Jun 13, 2024 – 00:56:25 -
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Jun 10, 2024 – 01:03:15 -
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Jun 7, 2024 – 01:11:45 -
Chris DeMuth's State of the Markets May 2024
Jun 3, 2024 – 00:44:44 -
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Jun 3, 2024 – 01:18:08 -
Asif Suria on the Six Special Situation Strategies to Outperform the Market
May 20, 2024 – 00:56:52 -
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
May 17, 2024 – 01:02:09 -
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
May 14, 2024 – 01:04:03 -
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
May 8, 2024 – 00:19:25 -
Chris DeMuth's State of the Markets April 2024
May 5, 2024 – 00:50:00 -
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Apr 29, 2024 – 01:07:48 -
Matt Turk on why corporate history matters with Target Hospitality $TH
Apr 23, 2024 – 01:10:09 -
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Apr 17, 2024 – 00:45:42 -
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Apr 12, 2024 – 01:09:17 -
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Apr 8, 2024 – 01:25:55 -
Chris DeMuth's State of the Markets March 2024
Apr 2, 2024 – 00:41:08 -
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Mar 27, 2024 – 01:14:33 -
Matt Warder shares state of the coal markets + $AMR $HCC
Mar 26, 2024 – 01:09:48 -
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Mar 21, 2024 – 01:08:52 -
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Mar 18, 2024 – 01:05:21 -
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Mar 14, 2024 – 01:02:12 -
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Mar 11, 2024 – 01:00:44 -
Chris DeMuth's State of the Markets February 2024
Mar 5, 2024 – 00:47:08 -
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Mar 3, 2024 – 00:47:10 -
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Feb 22, 2024 – 01:09:10 -
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
Feb 19, 2024 – 00:55:08 -
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Feb 7, 2024 – 00:55:06 -
Chris DeMuth's State of the Markets January 2024
Feb 1, 2024 – 00:35:01 -
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Jan 25, 2024 – 01:03:35 -
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Jan 19, 2024 – 01:09:38 -
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Jan 16, 2024 – 00:57:33
Recent Reviews
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RyanIsGayLove Random RamblingsKeep them up!
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Andy L*Love the ramblings podcasts!Keep them going
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DunbelieveableCan’t pronounce his way out of a paper bagWhenever I say to myself “I want to pronounce a word wrong” I pull this podcast up and just listen to the way he butchers peoples names and the names of their funds. Also it’s great to hear the ideas he likes because it’s great to do otherwise Jim Cramer of podcasts.
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asianmenaceGreat PodcastOne of the best, if not the best, value investing podcasts on the internet today!
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.travelingTerrific podcast. Focused. Andrew comes prepared.This is a great podcast discussing individual stocks, probably the best podcast examining the investment case for individual companies. Andrew comes prepared, asks great questions, and cuts to the meat of the issues. Outstanding.
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PzbokkerSound quality is horribleThe content is interesting, but recently the audio quality is so horrible I can’t listen. Too bad…
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jscchhhDo content. Nix ads. Get more stars.^^^^
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JQC3John CAndrew’s guest provide great insight in to the ways professional investors analyze companies. Love the deep dive format. Love the coverage of small companies I would never hear about elsewhere.
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AdamIDGAFWMNILove this podcast!!I look forward to each episode, love hearing how his guests analyze companies and learn a ton. This is a great podcast!!
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Kurt from SeattleHigh Quality Guests and Great HostMy favorite investing podcast by far. Only constructive feedback (and I hope Andrew reads this) is to have a woman investor on the show for a pitch. I think I’m eighty episodes in and it is all dudes, every single episode. It’s a testosterone heavy industry but there are some fantastic female investors out there. Andrew seems like a humble and self-aware person and am certain this is not on purpose but hope he takes this observation to heart!
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Raza ZGreat podcast from a smart investorBeen reading Andrew’s blog and listening to Andrew’s podcasts since the Rangeley Capital podcast days - another great show full of great investing insights and interesting arguements
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Bobby SheaExcellent stuffReally enjoying this podcast and the deep dives on each name so far. Highly recommend for anyone interested in finance/markets.
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