Best Vicor Podcasts (2024)

1
From toys to construction site tools, OLogic brings robotic ideas to life 26:35

5d ago26:35

26:35

Special Guest: Ted Larson, CEO of OLogic, a robotics design shop in California. Ted, a veteran of the robotics industry, has seen it grow from its infancy to today’s growth explosion. He shares the story behind OLogic’s growth and their role in developing some of today’s most innovative robots for local and national brands. Larson shares how the co…

1
Next generation hydrogen powered drones are doing search and rescue, saving lives 14:34

5d ago14:34

14:34

Special Guest: Soon-Suk Roh, Director of Business Development from Doosan Mobility (South Korea). Soon-Suk shares the story behind developing the world’s first commercialized hydrogen fuel cell power pack for UAVs. Soon-Suk details the amazing duration of their UAVs and the humanitarian missions they fly providing relief to people in distress. By m…

1
The future of long-haul trucking is accelerating autonomously on a freeway near you 33:11

5d ago33:11

33:11

Podcast host Robert Gendron, Corporate Vice President, Product Development Special Guest: Jamie Hoffacker, VP of Hardware at Kodiak Robotics, in Mountainview, CA. Kodiak is the leader in autonomous trucking. Their mission is to carry freight forward— so people, partners, and the planet thrive. They are evangelizing autonomous trucking and believe w…

1
From Pikes Peak to Bonneville Salt Flats, Lightning Motorcycles electric bike outpaces the combustion engine motorcycles 30:23

4M ago30:23

30:23

Podcast host David Krakauer, VP of Corporate Marketing and Channel Strategy Special Guest: Richard Hatfield, founder and CEO of Lightning Motorcycles Lightning Motorcycles, located in San Jose, California, is one of the leading electric motorcycle designers in the world. Richard Hatfield, founder and CEO of Lightning Motorcycles, vision for an elec…

1
Going Global with Small-Cap Value Investing: A Discussion with Chris Waller of Plural Investing 28:40

5M ago28:40

28:40

In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-yea…

1
Stoic Point Capital Management discusses their approach and highlights EVLV and JBI 57:08

5M ago57:08

57:08

SumZero had the opportunity to sit down with Raj Shah and Cullen Rose, co-founders of Stoic Point Capital Management.Stoic Point manages two concentrated strategies: Stoic Onshore/Offshore is a long/short fund focused on #small- and #midcap North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric oppor…

1
Ted Rosenthal of TMR Capital chats HROW, ZENV, and opportunities across small cap and special sits 26:56

5M ago26:56

26:56

In this invigorating discussion, SumZero founder and CEO Divya Narendra had the opportunity to chat with Ted Rosenthal, the founder of TMR Capital. A prolific contributor to SumZero, Ted started TMR right out of college 4 years ago, and shares his insights on current opportunities in the market, and how he has positioned his fund to seize upon them…

1
Interview with Iteris CEO Joe Bergera: Exploring the Future of Mobility Infrastructure Management 51:30

5M ago51:30

51:30

In this extensive interview, Joe Bergera, CEO of Iteris, a leader in the Smart Mobility Infrastructure Management industry, discusses various aspects of the company. Topics covered include the financial prospects of the company, the valuation metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He…

1
HIRO pushes Europe to the Edge with high performance microdata centers 34:14

7M ago34:14

34:14

HIRO pushes Europe to the Edge with high performance microdata centers Demystifying edge computing- what it is today and promise for tomorrow Podcast host David Krakauer, VP of Corporate Marketing and Channel Strategy Special Guest: Fred Buining CTO of HIRO-MicroDataCenters A Dutch entrepreneurial technology company, HIRO-MicroDataCenters develops …

1
VideoRay drives safe, effective underwater exploration leveraging AI and today’s newest technologies 33:19

9M ago33:19

33:19

VideoRay drives underwater exploration leveraging AI and the newest technologies using Vicor power modules Podcast host David Krakauer, Vice President of Corporate Marketing and Channel Special Guest: Marcus Kolb, Chief Technology Officer and Gamini Dharmasena, Senior Electronics Engineer at VideoRay, a leading manufacturer of underwater remote ope…

1
The best battery on Earth is free and it is powering the new Blue Economy 27:11

11M ago27:11

27:11

Podcast host Robert Gendron, Corporate Vice President, Product Development Special Guest: Reenst Lesemann, CEO at C-Power, in Corvallis, OR. Columbia Power Technologies, Inc., or C-Power, is a global leader in wave energy systems. They are helping to expand the Blue Economy by providing reliable, cost-effective energy generation and storage, as wel…

1
Sandstorm Gold Ltd (SAND:US) in conversation with White Falcon Capital Management 50:46

11M ago50:46

50:46

In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com0:00 Introduction and Disclaimer7:45 Stream vs. Royalty busines…

1
Kingdom Capital Co-Founders join SumZero CEO to discuss their investments in PLCE and AMRK 34:18

12M ago34:18

34:18

SumZero had the opportunity to sit down with David Bastian and Michael Cooper, co-founders of Kingdom Capital Advisors.KCA's#investment strategy is designed to provide investors access to their actively-managed portfolio of #smallcap and #microcap #equities. KCA concentrates its portfolio in a limited number of high-conviction value investments.For…

1
Christopher Godfrey of Headwaters Capital chats TMDX, NSIT and the case for Small Caps 38:56

12M ago38:56

38:56

SumZero had the opportunity to sit down with Christopher Godfrey, founder and managing partner of Headwaters Capital Management. HCM's #investment strategy is designed to deliver tax-efficient, long-term capital appreciation by focusing on high quality small and mid-capitalization #stocks that have the opportunity to generate durable revenue and ea…

1
DPH Capital Founder Daniel Piderit Hernandez breaks down his thesis on META, FSLR, and Latin America 47:56

1y ago47:56

47:56

SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing.We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea …

1
Portfolio Manager Jan Martínek of Central European Capital Partners discusses ERII, Vicore, and Biovica 29:47

1y ago29:47

29:47

00:46: Jan looks back on his ERII thesis2:38: ERII revenue growth5:07: Intro to Biovica7:47: Biomarker test for cancer detection – it's importance and accuracy9:51: Biovica Sales strategy11:49: Biovica background and basics13:05: Biovica potential15:17: Discussion around any plans for fundraising18:02: Vicore Pharma – background and opportunity21:0…

1
Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services 47:03

1y ago47:03

47:03

In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank. Timestamps:5:54: India Macro7:30: Finding good management8:33: Raj…

1
Ben Axler, CIO of Spruce Point outlines his short thesis on Perion Network (PERI:US) 30:15

1y ago30:15

30:15

In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.

1
Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US) 38:33

1y ago38:33

38:33

Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.

1
Chris McIntyre, CIO and Founder of McIntyre Partnerships discusses his thesis on $OSW and $SPHR 52:52

1y ago52:52

52:52

Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.

1
Legendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and more 1:03:18

1+ y ago1:03:18

1:03:18

In a wide ranging discussion with legendary value investor Mohnish Pabrai, we hear about his investments in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space.For more access to investment discussions and actionable investment research, join the SumZero inve…

1
MeWe CEO Jeffrey Edell & Nural Capital Co-Founder Rabia Iqbal chat on Web 3, Polkadot, Aptos 39:47

1+ y ago39:47

39:47

Jeffrey Edell, former chairman of Myspace, is the CEO of MeWe, a social platform with over 20 million users worldwide. MeWe is in the process of transitioning to a decentralized model built on Polkadot and will soon be the world's largest social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of …

1
Mettler–Toledo International ($MTD): Never Sell? Roli Saxena, founder of Drona Capital, discusses 47:11

1+ y ago47:11

47:11

In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever. Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historica…

1
White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM) 45:10

1+ y ago45:10

45:10

Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings…

1
Renowned value investor Guy Spier discusses his biggest mistake, India Energy Exchange, and more. 1:09:54

1+ y ago1:09:54

1:09:54

In a wide ranging discussion with legendary value investor Guy Spier, we hear about his biggest mistake, why he is fascinated by rating agencies, his positions in India Energy Exchange and Care Ratings and his current thoughts on Credit Suisse.For more access to investment discussions and actionable investment research, join the SumZero investment …

1
Is China Still Uninvestable? A conversation with Navis Jockey Fund 51:50

1+ y ago51:50

51:50

SumZero recently sat down with Hugh Dyus of Navis Jockey fund to follow up on our conversation with him regarding investments in China from 7 months back. Mr. Dyus is a Partner of Navis focused on listed equity investment and fund management activities. He is the Portfolio Manager and an Investment Committee member for Navis’ listed equity funds. H…

1
Ccell Renewables is reversing coastal erosion while enhancing the ocean’s natural ecosystems 22:59

1+ y ago22:59

22:59

Special Guest: Dr. Will Bateman, CEO from Ccell Renewables (United Kingdom). Ccell is a remarkable company that propagates coral reefs to reverse devastating coastal erosion. By working with nature their mission is to restore a sustainable balance to coastal environments and bring lasting protection to coastal communities around the world. Will tal…

1
Now boarding the flight to the future, flying lower emissions Ampaire hybrid-electric planes 22:41

2y ago22:41

22:41

Special Guest: Ed Lovelace, Chief Technology Officer of Ampaire (USA). Ampaire’s lofty mission is to reduce emissions and to be world's most trusted developer of practical, compelling and safe electrified aircraft. Ampaire currently operates flights in the Hawaiian islands and more recently took their show on the road to Scotland in 2021 to showcas…

1
What is “Digital Electricity” and how does it compare with Tesla’s and Edison’s AC and DC power? 21:07

2y ago21:07

21:07

Special Guest: Luke Getto, Director of Product Management at VoltServer (USA). VoltServer’s patented, "Digital Electricity" (DE) is a more efficient way to run power across long distances, using standard data cabling, with speed and power savings. They are revolutionizing the way smart buildings, stadiums and vertical farming are wired today. Digit…

1
How is Dragonfly’s new hover-in-place tethered UAV defying maritime communication limits? 14:51

2y ago14:51

14:51

Special Guest: Joe Pawelczyk, VP of operations at DPI UAV Systems (USA), a leading provider of small rotary wing Unmanned Aerial Vehicles (UAV). Joe explains how tethered drones can be used as communication towers, especially for remote, highly isolated environments at sea. DPI is able to increase line of site communication at sea 3x using the UMAR…

1
Statera Capital on Commercial Litigation Finance 35:35

3y ago35:35

35:35

This week, we are joined by Andy Woltman and Chip Hodgkins, co-founders of Statera Capital, to discuss their private approach to commercial litigation finance. As previously covered on SumZero Headlines, litigation finance is a mature industry in Western Europe and Australia and growing rapidly in the US. With only 25% penetration in the US and ove…

1
Ben Griffith (Miri Capital Management) on Emerging Markets Investing 31:26

3y ago31:26

31:26

Ben Griffith of Miri Capital Management covers names you have probably never heard of in regions most investors shy away from. Over years of refining his strategy, Griffith has developed his own brand of friendly activist investing for emerging markets like Turkey, Bangladesh, Poland, and Vietnam to name a few. Where most investors see deficiencies…

1
Warren Fisher (Manole Capital Management) on Digital Payments 42:30

3+ y ago42:30

42:30

This week, we are excited to share a conversation with Warren Fisher, Founder/PM of Manole Capital Management on the digital payment tools and digital asset exchanges reshaping the commerce and banking landscapes. Contactless payment, online shopping, and buy-now-pay-later are all fintech concepts that exploded during the COVID-19 pandemic with no …

1
Eric Gregg (Four Tree Island Advisory) on Semiconductors & WFE 34:51

3+ y ago34:51

34:51

This week, we sat down with Eric Gregg, founder/PM of Four Tree Island Advisory to get into the nuts and bolts of semiconductors and wafer fabrication equipment (WFE). Although WFE is less followed and certainly less research, Gregg encourages active investors to pay attention to these underlying semi components and their manufacturers. Increased c…

1
Scott Preston (Maven Group LLC) on GameStop 29:56

3+ y ago29:56

29:56

This week, we sat down with Scott Preston, founder and CEO of Maven Group LLC, to dissect the GameStop saga and provide the fundamentally-driven narrative not being covered by major media outlets. According to Preston, who has held GME intermittently over the past decade, GameStop is a sound business with several growth opportunities and innovative…

1
Gary Brode (Deep Knowledge Investing) on Hospitals, COVID-19, and the Supreme Court 41:58

4y ago41:58

41:58

This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA thesis amidst an ongoing pandemic and the Supreme Court confirmation of Amy Coney Barrett. How are HCA revenues up with hospital admissions and ER visits down? Brode discusses the joint catalysts of increased patient acuity and imminent changes to the Affordable Ca…

1
Will Thomson (Massif Capital) on Uranium & the Future of Nuclear Energy 40:49

4y ago40:49

40:49

This week, we are pleased to share a conversation on the uranium opportunity with SumZero's #2 Energy Analyst, Will Thomson. Prior to founding Massif Capital in 2016, Thomson worked as a strategic adviser for NATO in Afghanistan and earned his Masters in Government from Harvard. In today's conversation, we discuss the political, environmental, and …

1
Ken Londoner (BioSig Technologies) on Biotech Solutions in Signal Processing 37:32

4+ y ago37:32

37:32

5y ago38:37

38:37

SumZero’s CEO Divya Narendra sits down with Albert Meyer of Bastiat Capital to parse Harry Markopolos’ fraud claims against GE and his insights on the stock from a forensic accounting perspective.

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