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Earn rewards and recurring income from Fan Club membership.
Get the answers and support you need.
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Stay updated with the latest podcasting tips and trends.
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Podcast interviews, best practices, and helpful tips.
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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
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Chris DeMuth's State of the Markets February 2024
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Chris DeMuth's State of the Markets January 2024
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Chris DeMuth's State of the Markets December 2023
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
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