Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)

Episode 12: $JOY.TO with Josh Young of Bison Interests: Listen now (66 min) | Josh Young stops by the podcast after his stellar 2021 performance to discuss Journey Energy. Josh discussed the many factors going in Journey's favor - a low valuation, cleaned up balance sheet, under-appreciated option value in Power Generation, drilling potential and capable management.

Episode 11: $GPRE with Kyle Mowery of GrizzyRock Capital: Listen now (82 min) | Kyle Mowery of Grizzly Rock dropped a massive deck in advance and some serious knowledge during the $GPRE Spaces. Please see the link below for the deck and enjoy the discussion!

Episode 10: $VLRS with @CrosscheckC: Listen now (74 min) | @CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low valuation, catalysts in the form of an earnings outlook well above consensus and a long runway for growth anchor the compelling thesis. Tune in and listen to Crosscheck get deep into the weeds of the airline industry.

Episode 9: Glencore ($GLEN.L) with the Koala (@YellowLabLife): Listen now (95 min) | Single Stock Spaces exploded when our most requested guest agreed to come on an discuss the investment case for Glencore. Besides a deep dive on Glencore, there were also a ton of great nuggets on the sector.

Episode 8: $CEIX with @KNLCBD: Many Ways to Win: Listen now (98 min) | @KNLCBD breaks down the CEIX bull case, while also discussing the structural drivers of Thermal Coal

Episode 7: The #CoalTwitter Gang Talks $ARCH (@twebs, @dyer440, @knlcbd, @mfwarder, @acosgrove003, @ardaarkun): Listen now (103 min) | Initially conceived as having Coal Trader (@dyer440) on for a bull-bear on $ARCH, this turned into a round robin with #coaltwitter's finest. We dissect $ARCH and the broader Met and Thermal markets and focus on everything from capital allocation to index pricing to history lessons.

Episode 6: $LEGH with Joe Kuefler (@ArbitragingTime): Listen now (79 min) | @ArbitragingTime discusses an under-the-radar Manufacturing Housing compounder, $LEGH (Legacy Housing Corporation)

Episode 5: Jeremy Raper (@puppyeh1) Puts me (@twebs) on the Hot Seat re: $AMPY: Listen now (88 min) | We flipped the script, and Jeremy puts me on the spot, asking why $AMPY is not reflecting the positive news that has trickled out since the early October Oil Spill.

Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com): Listen now (54 min) | Conor Maguire walks through his thesis on Kenmare Resources

Introducing The Double Dog Index: Telling the Story as it Unfolds in 2022

$ARCH Spaces Prep: Some Updated Modeling before Spaces

The Double Dogs: "I Double Dog Dare You to Buy a Low Multiple Cyclical as the Supply Chain Crisis Eases"

$GFP.V 10 Questions for Management: Feel Free to Lob These in If You're Attending the Meeting

$AMPY Update: Risk/Reward Far Better than October 1st: Fresh Look at AMPY as the Fog of War Clears

$ARCH Update: "Let's Have Some Fun" Has Arrived: Looking more like the Bull Case for Met, and the "Holy **** Am I Reading that Right" for Thermal

$GFP.V: A Rivetting Opportunity : Some Serious Convexity to Stronger for Longer Lumber Prices

Well Hello There...: A Visitors Guide to this Oddball Substack

$ARCH: Thoughts on the Met Coal Supernova: A case for some serious convexity on ARCH

$AMPY: It must be a good idea if it compelled me to use Substack, right?