Join Ads Marketplace to earn through podcast sponsorships.
Manage your ads with dynamic ad insertion capability.
Monetize with Apple Podcasts Subscriptions via Podbean.
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.
Join Ads Marketplace to earn through podcast sponsorships.
Manage your ads with dynamic ad insertion capability.
Monetize with Apple Podcasts Subscriptions via Podbean.
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
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
Brian McGough from Hedgeye on the (dismal) State of Retail
Chris DeMuth's State of the Markets May 2023
The Chancery Daily and the Case of the Apes and $AMC
BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
Chris DeMuth's State of the Markets for April 2023
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
Chris DeMuth's State of the Markets for March 2023
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
John Maxfield on Investing in Banks in a Post-SIVB World
An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG
Create your
podcast in
minutes
It is Free
The Minority Mindset Show
U.S Property Podcast
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast