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Join Ads Marketplace to earn through podcast sponsorships.
Manage your ads with dynamic ad insertion capability.
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Earn rewards and recurring income from Fan Club membership.
Get the answers and support you need.
Resources and guides to launch, grow, and monetize podcast.
Stay updated with the latest podcasting tips and trends.
Check out our newest and recently released features!
Podcast interviews, best practices, and helpful tips.
The step-by-step guide to start your own podcast.
Create the best live podcast and engage your audience.
Tips on making the decision to monetize your podcast.
The best ways to get more eyes and ears on your podcast.
Everything you need to know about podcast advertising.
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
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Chris DeMuth's State of the Markets May 2024
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Asif Suria on the Six Special Situation Strategies to Outperform the Market
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Chris DeMuth's State of the Markets April 2024
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Matt Turk on why corporate history matters with Target Hospitality $TH
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Chris DeMuth's State of the Markets March 2024
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Matt Warder shares state of the coal markets + $AMR $HCC
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