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Get the answers and support you need.
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Stay updated with the latest podcasting tips and trends.
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Create the best live podcast and engage your audience.
Tips on making the decision to monetize your podcast.
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The ultimate guide to recording a podcast on your phone.
Steps to set up and use group recording in the Podbean app.
Randy Baron, one of the most popular YAVP guests, returns to discuss his investment thesis on Renalytix (RNLX). Randy sees similarities between RNLX and EXAS, which was a controversial stock that has rocketed over the last few years as the company's diagnostic product gained momentum. While not without risk, Randy thinks RNLX could be even bigger if successful as they are attacking the much larger Chronic Kidney Disease (CKD) market, and he discusses all of the signs he sees that the company is about to inflect.
Randy's first appearance on Amyris (AMRS): https://www.youtube.com/watch?v=zCKxUHfCoQQ&t=1s
Chapters
0:00 Intro
1:20 RNLX overview
8:55 Where does RNLX fall into CKD?
14:00 Why now is the time for RNLX in CKD
20:40 How RNLX can operate even without MICT
24:30 More on RNLX and Medicare
25:30 When will RNLX get FDA approval?
33:40 What if RNLX doesn't get FDA approval?
37:30 RNLX's CEO and founder, James McCullough
43:40 Why is RNLX so under the radar?
46:40 Comping RNLX to Theranos
50:00 Randy's closing thoughts
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Asheville Capital Management's Jake Barfield on InPost's scaling moat
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
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