Best Chris Turke Podcasts (2024)

1
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT 1:07:48

9h ago1:07:48

1:07:48

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:22] What is Reddit $RDDT and …

1
0524 Power of the Doctor, Part 2 50:15

35m ago50:15

50:15

Once again, Chris and Eddy dive into the Patreon-exclusive vault to give you even more Doctor Who discussion. Here's part two of Power of the Doctor!By Darker Hue Studios

1
Matt Turk on why corporate history matters with Target Hospitality $TH 1:10:09

3d ago1:10:09

1:10:09

Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4?cik=1859285 https://www.youtube.com/watch?v=31s6todiuM8 Matt's YouTube Chann…

1
0523 Power of the Doctor Part 1 59:45

6d ago59:45

59:45

What's this? Chris and Eddy pull a former Patreon-exclusive episode out of the archive to give you even more Doctor Who discussion! And it was so long it's been cut into two episodes. So here's part one of Power of the Doctor!By Darker Hue Studios

1
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR 45:42

9d ago45:42

45:42

Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in more than 110 countries use PAR’s restaurant point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings (according to the …

1
0522 The Silver Turk 1:40:56

13d ago1:40:56

1:40:56

Chris and Eddy finish up their tour of the Eighth Doctor with the surprisingly mediocre The Silver Turk.By Darker Hue Studios

1
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining 1:09:17

14d ago1:09:17

1:09:17

Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. TeraWulf owns and operates vertically integrated, environmentally clean bitcoin mining facilities in the United States. For more information and to subscribe to TeraWulf, please visit: https://www.terawulf.com/ Chapter…

1
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches 1:25:55

18d ago1:25:55

1:25:55

Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST). Quick description on Haypp Group (according to their website): The Haypp Group is spearheading the global transformation from smoking to healthier product alternatives. With origins in Scandinavi…

1
0521 The Chimes of Midnight 1:42:50

22d ago1:42:50

1:42:50

Not content to leave Doctor Who quite yet, Eddy and Chris talk about the Eighth Doctor's audio adventures, starting with the lovely and intricate Chimes of Midnight.By Darker Hue Studios

1
Chris DeMuth's State of the Markets March 2024 41:08

24d ago41:08

41:08

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing. For more information about Rangeley Capital, please vi…

1
0520 The Wilderness Years 1:34:21

1M ago1:34:21

1:34:21

Chris and Eddy talk about the period of Doctor Who where there was no Doctor Who, the Wilderness Years of 1989 to 2005. This is a different episode than what we usually do on Genreless. This time we ended up fast-winding through a lot of media. But we did cover "Curse of the Fatal Death" in detail, which you can find on YouTube.…

1
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger 1:14:33

1M ago1:14:33

1:14:33

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger. $PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @Corne…

1
Matt Warder shares state of the coal markets + $AMR $HCC 1:09:48

1M ago1:09:48

1:09:48

Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.…

1
Special 14: Transformers the Movie (1986) 1:21:19

1M ago1:21:19

1:21:19

Chris and Eddy take a break from usual proceedings to talk about Transformers the Movie (the 1986 one) with none other than MIKE FREAKIN' PONDSMITH... ahem... we mean, Mike Pondsmith, creator of the Cyberpunk franchise and massive Transformers collector and fan. Note: This episode was originally recorded as a Patreon exclusive. However, we were so …

1
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences 1:08:52

1M ago1:08:52

1:08:52

Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries. For more information about Broyhill Asset Management, please visit: …

1
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024 1:05:21

1M ago1:05:21

1:05:21

Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more! For more information about Gator Capital Management, please visit: https://gatorcapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:49] What's …

1
0519 Survival 1:46:09

1M ago1:46:09

1:46:09

Eddy and Chris bring on special guest ROSE BAILEY to talk about the swansong of classic Doctor Who: Survival. Episodes covered: Doctor Who S26, E12-14: Survival (pt1-3)By Darker Hue Studios

1
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO 1:02:12

1M ago1:02:12

1:02:12

Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of home heating products, propane, anhydrous ammonia (“NH3”) and natural gas liquids (“NGL”) transport vehicles and storage vessels, energy processing equipment and fiberglass storage tanks. For more inf…

1
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO 1:00:44

2M ago1:00:44

1:00:44

Drew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds vertical market software businesses. For more information about Speedwell Research, please visit: https://speedwellresearch.com/ Speedwell Research profile on Constellation Software: https://speedwellres…

1
0518 Curse of Fenric 1:50:48

2M ago1:50:48

1:50:48

It's all come down to this. Chris and Eddy finally talk at length about their favorite Doctor Who story ever: Curse of Fenric. Episodes covered: Doctor Who S26E8-11, Curse of Fenric (pt 1-4)By Darker Hue Studios

1
Chris DeMuth's State of the Markets February 2024 47:08

2M ago47:08

47:08

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example). For more information about Rangeley Capital, please visit…

1
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE 47:10

2M ago47:10

47:10

Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing and technology brand best known for its Sacs, The World's Most Comfortable Seat. For more information about Aurora Financial Strategies, please visit: https://www.aurorafinancialstrategies.com/ Chapte…

1
0517 Battlefield 1:45:30

2M ago1:45:30

1:45:30

Eddy and Chris reveal the Genreless Masterplan as they talk about the part of classic Doctor Who they really love. And it all starts with Battlefield. Episodes covered: Doctor Who S26E1-4, Battlefield pts 1-4By Darker Hue Studios

1
0516 The Mysterious Planet 1:41:26

2M ago1:41:26

1:41:26

Chris and Eddy grudgingly finish off the Sixth Doctor with yet another Robert Holmes script: The Mysterious Planet. Episodes covered: S23E1-4, Trial of a Time Lord Pts 1-4By Darker Hue Studios

1
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L 1:09:10

2M ago1:09:10

1:09:10

Pedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is the original provider of high quality, low cost gym facilities in the UK. For more information about Oxy Capital, please visit: https://oxycapital.com/homepage/ Chapters: [0:00] Introduction + Episode sp…

1
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point 55:08

2M ago55:08

55:08

Evan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the company engages in the provision of tobacco and nicotine products to consumers worldwide. For more information about Bireme Capital, please visit: https://www.biremecapital.com/ Evan's $BTI write-up in…

1
0515 Vengeance on Varos 1:26:48

2M ago1:26:48

1:26:48

Eddy and Chris reluctantly limp into the Sixth Doctor era with the best of a bad lot: Vengeance on Varos Episodes covered: S22, E3-4, "Vengeance on Varos pts. 1-2"By Darker Hue Studios

1
0514 Caves of Androzani 1:41:41

3M ago1:41:41

1:41:41

Chris and Eddy talk about what is arguably the high point of Davison's run (and they do argue about it), the Caves of Androzani. Episodes covered: S21, E17-20, The Caves of Androzani parts 1-4By Darker Hue Studios

1
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy 55:06

3M ago55:06

55:06

Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run." For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please visit: https://thescienceofhitting.com/You can Follow Alex Morris on T…

1
0513 Earthshock 1:41:11

3M ago1:41:11

1:41:11

Eddy and Chris are back to talk about classic Doctor Who. Also about controversial showrunner John Nathan-Turner, the change in fan communities, and how that shaped a serial like Earthshock. Episodes covered: S19E19-22: Earthshock pt 1-4By Darker Hue Studios

1
Chris DeMuth's State of the Markets January 2024 35:01

3M ago35:01

35:01

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:53] Anti…

1
0512 Hustle 2:02:10

3M ago2:02:10

2:02:10

Chris and Eddy talk about Hustle, the amazing con artist show that Leverage probably got some inspiration from. And Chris and Eddy talk about where the show might be heading before they dive back into talking about Doctor Who. Episodes covered: S1E1 The Con Is On S1E4 Cops and Robbers S1E6 The Last Gamble P.S. "I don't have a Scooby" is East London…

1
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM 1:03:35

3M ago1:03:35

1:03:35

Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers. For more information about Voss Capital, please visit: https://www.vosscap.com/ Chapters: [0:0…

1
0511 Poker Face 1:47:13

3M ago1:47:13

1:47:13

Eddy and Chris talk about Poker Face, the most compelling mystery show you'll ever watch where you know who did it immediately. Episodes covered: S1E1 Dead Man's Hand S1E2 The Midnight Shift S1E3 The Stall Streaming in US on Peacock and in the UK on Now/Sky.By Darker Hue Studios

1
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism 1:09:38

3M ago1:09:38

1:09:38

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting on recent positions with lessons learned and what Judd is focused on for 2024. For more information for Lake Cornelia Research Management and Judd Arno…

1
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world 57:33

3M ago57:33

57:33

Brett Caughran, Lead Trainer and Founder of Fundamental Edge, joins the podcast to discuss Fundamental Edge, Brett's background, how pod shows think about earnings season, fundamental stories, liquidity and market efficiency, small caps, pod shops, risk management and pod shop culture. To sign up for Fundamental Edge's Analyst Academy, use the code…

1
0510 Leverage 1:48:22

4M ago1:48:22

1:48:22

Chris and Eddy talk about the most RPG TV show ever: Leverage Episodes covered: S1E1 The Nigerian Job S1E2 The Homecoming Job S1E13 The Second David Job Streaming in US/UK on Freevee/Prime Video.By Darker Hue Studios

1
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis 59:35

4M ago59:35

59:35

Patrick Wolff, full-time private investor, joins to have a general discussion a wide range of topics: his background (former US Chess champion in 1992 and 1995), the right to buy stocks, domestic vs. international focus, indexing vs. single stock investing, battleground stocks, advantages investing in MicroCap stocks and closes with his thesis on T…

1
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions 58:57

4M ago58:57

58:57

Jim Royal, Author of "Zen of Thrift Conversions", joins the podcast to provide the basics of "Thrift Conversions", what that means, as well as examples that help illuminate them. Jim's book, "Zen of Thrift Conversions", available on Amazon: https://www.amazon.com/Zen-Thrift-Conversions-Hidden-Stocks/dp/B08KH3THCR?crid=1RO9I0CVP07JD&keywords=the+zen…

1
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L 1:30:28

4M ago1:30:28

1:30:28

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK’s leading provider of affordable mixed tenure homes. For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense […

1
0509 Burn Notice 1:35:34

4M ago1:35:34

1:35:34

Eddy and Chris take a break from Doctor Who to rave about James-Bond-meets-McGuyver show Burn Notice. And also talk about Doctor Who. Episodes covered: S1E1 Pilot S1E7 Broken Rules S2E13 Bad Breaks Streaming in US on Hulu, and in the UK on Disney+.By Darker Hue Studios

1
Chris DeMuth's State of the Markets December 2023 43:55

4M ago43:55

43:55

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this December 2023 edition, Chris discusses what's on his mind at the end of the year, Merger Arb, $ROIV, $IMVT, thoughts on $SAVE, views on 2024 and lessons learned from 2023. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ C…

1
0508 The Pirate Planet 1:37:20

4M ago1:37:20

1:37:20

Chris and Eddy have another installment of Chris' Crush Corner as they talk about the First Romana, Douglas Adams, and the sheer brilliance and insanity of The Pirate Planet. Episodes covered: S16E5-8: The Pirate Planet pt 1-4 Or, if you prefer, The Key to Time pt 5-8 Streaming in US on BritBox, and in the UK on BBC iPlayer.…

1
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul 59:03

4M ago59:03

59:03

Adam Wilk, CFA, Founder and Portfolio Manager of Greystone Capital Management, LLC, joins the podcast to discuss his thesis on Sylogist (TSX: SYZ), provider of mission-critical SaaS solutions to over 2,000 public sector customers globally across the government, nonprofit, and education verticals. For more information about Greystone Capital Managem…

1
0507 CHRISTMAS SPECIAL: Scrooged 2:08:40

4M ago2:08:40

2:08:40

Chris, Eddy, and special guest Jill Spivey celebrate the holidays by talking about a surprisingly good satirical view of television, Scrooged. Streaming in US and UK on Prime Video. PS: This episode is dropping on Eddy's birthday! Celebrate his birth by picking up some Pugmire books. PPS: More audio issues with this episode. If you lose Lisa about …

1
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR 1:12:38

4M ago1:12:38

1:12:38

Kevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Sphere Entertainment Co. (NYSE: SPHR). Link to Kevin's $SPHR thesis: https://drive.google.com/file/d/1_jGx22O8NWRlb8zZZmuqMwfa-Ae3Y55o/view Twitter: https://twitter.com/KevinLMak Chapters: [0:00] …

1
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis 1:19:02

4M ago1:19:02

1:19:02

John Huber, Founder and Portfolio Manager at Saber Capital Management, joins the podcast today to describe the concept "Inevitable Retail Winners", characteristics of inevitability, as well as talking through many different examples that exemplify this concept. In addition, John shares his thesis on Floor & Decor (NYSE: FND). For more information a…

1
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown 1:16:27

4M ago1:16:27

1:16:27

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to provide his Spirit / JetBlue post-trial breakdown. For more information about Valorem Research and to subscribe, please visit: https://www.valoremresearch.com/Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:44] General takeaways from Spirit…

1
0506 Genesis of the Daleks 1:46:46

5M ago1:46:46

1:46:46

Eddy and Chris start their exploration of the Fourth Doctor by talking about the most iconic Doctor Who story of all: Genesis of the Daleks Episodes covered: S12E11-16: Genesis of the Daleks pt 1-6 Streaming in US on BritBox, and in the UK on BBC iPlayer.By Darker Hue Studios

1
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR 1:04:16

5M ago1:04:16

1:04:16

Brad Hathaway, Managing Partner of Far View Capital Management, joins the podcast today to discuss what he thinks is a compelling setup at Distribution Solutions Group, Inc. (NASDAQ: DSGR), a premier multi-platform specialty distribution company providing high touch, value-added distribution solutions to the maintenance, repair & operations (MRO), …

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Chris Turke Podcasts

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