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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
Episodes
Friday Apr 23, 2021
Friday Apr 23, 2021
On today’s podcast, we welcome special guest Tom Tomlinson, CEO of Holley, the largest and fastest growing platform in the enthusiast branded performance automotive aftermarket category. Holley recently announced a business combination with SPAC Empower that valued the company at $1.55 billion.
-On the podcast, Tom discusses:
-How one of the nation’s oldest companies, tracing its roots to 1903, has evolved over time
-Holley’s strategy and growth profile under private equity ownership and the transition to a public listing
-Its focus on automotive enthusiasts and how that is driving DTC revenue growth
-Holley’s approach to acquisitions
-The case for Holley’s stock
And more
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
On today’s podcast, we welcome special guest Chuck Cohn, Founder and CEO of Nerdy, a leading direct-to-consumer, curated gig economy platform for live online learning benefiting both learners and experts. Nerdy recently announced a merger with SPAC TPG Pace Tech Opportunities in a deal that valued the company at $1.4 billion.
On the podcast, Chuck discusses:
-The founding of Nerdy and how the business developed over time
-What attracted him to the online education industry
-How the pandemic affected Nerdy’s growth prospects
-Insights into the deal with SPAC TPG Pace Tech Opportunities
-The investment case for the stock
-And more
Monday Apr 19, 2021
Monday Apr 19, 2021
On today’s podcast, we welcome special guest SpacGuru, a widely followed pseudonymous Twitter account. SpacGuru is a Wall Street veteran and an expert on the SPAC market.
On the podcast, SpacGuru discusses:
-His career background and why he wants to help out individual investors
-What the overly negative media gets wrong about SPACs
-Why SPACs are better than IPOs
-The best strategies to invest in SPACs
-Pitfalls and mistakes that investors should stay away fromAnd more
Friday Apr 16, 2021
Friday Apr 16, 2021
On today’s podcast, we welcome special guest Luke Schoenfelder, Founder and CEO of Latch, the maker of the full-building enterprise software-as-a-service (SaaS) platform LatchOS. The company recently announced a merger with SPAC TS Innovation Acquisitions in a deal that valued Latch at a $1 billion enterprise value.
On the podcast, Luke discusses:
-His past entrepreneurial experiences and how they prepared him to start Latch
-Fostering key strategic investors who were also customers
-Background of the merger with SPAC TS Innovation Acquisitions
-Key growth initiatives and differentiating from the competition
-Why investors should consider Latch shares
-And more
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
On today’s podcast, we welcome special guest Justin Oh, who provides investment research through his website and YouTube channel A Couple Cents.
On today’s podcast, Justin discusses:
-His career journey in investment banking and hedge funds, then as a CFO prior to starting A Couple Cents
-What his research platform A Couple Cents provides
-The most common investor mistakes
-His outlook on the current market environment and how we is investing
-His top pick for the next decade
-And more