Nov 22, 2019
Leigh Goehring and Adam Rozencwajg stop by the office to
discuss opportunities in natural resources. www.gorozen.com
1:10 #Apple worth more than the entire energy sector
4:19 What’s happening with shale?
12:21 Tier-one wells on the wane
18:43 Bargains abound in energy
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Nov 16, 2019
In October 2017, Marc Cohodes unveiled a new idea to the
Grant’s conference crowd.
@AlderLaneeggs
His remarks follow.
3:20 Free speech - for the bulls
18:58 Taking things personally
28:45 A common theme
35:12 “This is not a game”
Nov 8, 2019
Jim, Evan and Phil recap highlights from the Grant’s 2019 fall
conference and discuss a recent sea change in the business
environment.
1:49 #Uber, #Grubhub and business model limitations
6:20 Private equity’s smooth marks
10:45 Fair and foul, and foul fair
14:12 World Series postmortem
18:50 Balance sheet...