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
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Chris DeMuth's State of the Markets February 2023
Yaron Naymark on IWG's value case
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Chris DeMuth's State of the Markets January 2023
Artem Fokin from Caro-Kann on Kaspi $KSPI
Jeremy Raper on his Serica engagement campaign (SQZ)
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Tidewater's management on the offshore inflection $TDW
Chris DeMuth's State of the Markets December 2022
Lionel Hutz on Liquidia's patent battle $LQDA
Mordechai Yavneh on Silicon Motion $SIMO
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
AJ Secrist from Firstlight Management on Lamb Weston $LW
Half Moon Capital on Oxford Industries $OXM
Chris DeMuth's State of the Markets November 2022
Michael Fritzell from Asian Century Stocks on Casio Computer
The Koala ventures through the commodity space and Ivanhoe Electric (IE)
Samir Patel from Askeladden Capital on MIX Telematics $MIXT
Bill Chen on HHC's value and Ackman's pending tender
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