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Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
2023-12-20
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
2023-12-15
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
2023-12-11
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
2023-12-08
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
2023-12-07
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
2023-12-05
Chris DeMuth's State of the Markets November 2023
2023-12-02
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
2023-11-30
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
2023-11-13
Chris DeMuth's State of the Markets October 2023
2023-10-24
Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
2023-10-17
Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies
2023-10-12
Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
2023-10-09
HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
2023-10-06
Chris DeMuth's State of the Markets September 2023
2023-10-04
Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case
2023-10-03
Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM
2023-10-02
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis
2023-09-27
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR
2023-09-25
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst
2023-09-23
