Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"

More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)

Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL

Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Asheville Capital Management's Jake Barfield on InPost's scaling moat

First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL

Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities

Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

Kyle Mowery explains what he sees that the market is missing in $DRVN

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré $BOL $ODET

Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

Chris DeMuth's State of the Markets August 2024

Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract