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Andrew, having had so many good guests on your show, isn't it clear to you that Julian does not have a compelling bull case for Reddit? You ask; "so, what are they putting so much research into?" Julian's reply: "Um, um, so I guess I'm interpreting it differently here" ! Then, he goes into a monologue about how Reddit is not "structurally unprofitable". Isn't it clear to you that he has no clue what is really going on inside Reddit?

What is Matt's twitter account?

Someone knows what is the track record of Artem's fund portfolio? His opinion are linked to his fund performance

Loved the podcast!

Love the chemistry you two have! Made for a great pod.

Wow, is that guy good looking!

Great thesis Vsitry says they're build rate led and not sale rate led becuase it's their partners who's pushing the supply to the market. Demand for affordable housing is absurd but in the end those LAs, RPs, HAs limits the supply, if the supply constraint prolongs, not sure if Vistry can meet their delivery target. Maybe they can increase their market share with new partners. Another risk I'm assessing is that affordable housing is a loss-making business without government supports, is this sustainable in long term?

Not watched this video yet. Just sorted videos by most popular, saw the ticker, brought it up and wow, damn .. painful 3 years for this dude.. RIP capital

Julia had made a mistake of levering the balance sheet all the way up during the Covid-19, essentially committing a long/short duration mismatch mistake. The remaining purchasing obligation of Mega Broadband is particularly problematic given the company is already having a 4x debt/EBITDA ratio. With the remaining purchasing "put" set to kick in next year, CABO will be loaded with $4.5 billion debt and a 5x debt/EBITDA multiple. This is all in a reflationary world where the interest rate does not seem to go down much if any at all. As refinancing needs come, the $4.5 billion debt, assuming a 4% hike of overall interest rate, translates to $180mm of additional expenses. FCF in 2023 was $290mm, and SBC is $30mm. So FCF-SBC-interest rate increase = 80mm. This company barely generates any FCF in that scenario and a current market cap of $2.2 billion certainly does not seem enticing if any at all. Also the really high adj EBITDA margin is likely to come down as Julia matches prices with FWA players so that's additional FCF pressure right there. Yes the stock has declined a lot and seems inexpensively priced but it's cheap for a (good) reason and I'd probably wait until the dust settles around Mega Broadband and interest rate/debt issues before I'd become interested in taking a bite of this apple. The Covid-time expansion was definitely a mistake and hopefully the management learns a bit from that.

this podcast was certainly up to.... scratch

Great pod, next level discussion compared to everything else I've seen regarding miners and valuations.

Only thing that worries me with Warrior is they only have 1.75% of shares by insidership

This doesn’t look like the Bill Chen from the other videos. Sound and speech, behavior is totally different. Wtf?

Those large beanbag sacks are mighty expensive.Wouldn't say no to one if you ship overseas though.They look kinda fun.

Awesome stuff thanks

Appreciate you having us on, Andrew! Enjoyed our conversation thoroughly and hope your audience receives value from it 🙏

ENDOR has been one of my best shorts.

Why people selling?

Regarding the tax implications for the sale of ITC, couldn't BAT use their recent write-down of their tangible book value as an offset to their capital gains on the sale of ITC?

This has been a three bagger for me... Waiting to get to 5 bagger territory before selling...

Great company... I love companies which are ignored by sell side analysts.

Been 9 months now and no monetisation of the earn out. Company has hired a third party to handle the transaction which is said to happen closer to first oil. First oil expected middle of this year. Any update on this, FAR sitting at 40c is the figure for monetization still circa 55c?

Own 7515 shares. cant wait until divs on 02 of May so i can reinvest it all :)

DJT is about trump to cash out and have money for his countless court cases, not speculation. :=) Will buy today and hold until 100% loss

everyone's religion is a cult LMAO love it

How the Baltimore bridge collapse is affecting AMR and HCC? I know Consol (CEIX) has a terminal there.

Sold off 10% of my position but still holding 3.2% of my portfolio in Terravest.

Great idea, off timing, feb22 to feb23 it almost 2x from 60s to 110s . With last year consolidation, it maybe due for another cyclic run up in next year.

love judd as a guest

Thanks guys

Great interview, gents. Thanks!

Show some respek to the audience & take ur hat off mate

When is Blue Creek coming online?

Great interview guys.

Very interesting conversation. Thank you!

Thanks for an excellent session. Where can one find Kyle's email to request the presentation deck on GSM ? I am very keen to look at it

Where can I get one of those AMR hats from?

It's too big. It won't continue to grow at the same rate. The model doesn't work when scaled to $billion deals. At PE 100, this stock is overpriced. Also, this company is fairly aggressive with layoffs. They aren't angels. They are the ultimate stingy bean counters.

Andrew always looks like the alarm just woke him up and he had to record a podcast real quick.

Capital One's ROE has averaged 10% at best over 10+ years while Discover's has been over 20%. Discover's marketing is much better (and cheaper). They are stealing Discover at a low price. COF has had the same CEO for decades with subpar returns. Compare with DFS or AXP

14 min in with no coal knowledge and as an introduction to the field this is gold! I think inventories and supply of nat gas has likely topped thus, price is likely close to a bottom

Really difficult to understand Artem

Thank you. Very informative.

Highland Tank was an excellent addition to the biz. Great discussion gentlemen.

Way to go, Jim Halpert! 😊

Nice Hair for sure

What do you think of Notable Labs? Cancer treatment with an AI platform that rapidly advances cancer drug development. and Beamr? Video compression company.

😳 *Promosm*

If I were a betting man I’d go with Steve Rosenthal in Forbes and expect anti-conversion rules to be tightened to close this particular loophole. To paraphrase Lloyd Bentsen, “I knew long-term capital gains, and you, sir, are no long-term capital gains.”

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