Best Marc Savvy Podcasts (2024)

1
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

19m ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

1
ACTING SOS with Daria Episode 4: Interview with Croatian actor Ivica Marc 35:50

5h ago35:50

35:50

Journey of a Croatian Actor: Ivica Marc's Inspiring Story Hi friends, In this episode, we sit down with Ivica Marc, a Croatian-born actor who has spent the last 17 years in the USA, carving out a career in both acting and journalism. Ivica shares his experiences, from starting as a dancer in Croatia to winning a green card lottery and moving to New…

1
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

2h ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

1
ACTING SOS with Daria Episode 3: Interview with Playwright and Actress Anel Carmona 37:33

9d ago37:33

37:33

An Inspiring Journey: From Mexico to NYC - Interview with Playwright Anel Carmona In this episode, Daria interviews Anel Carmona, a multi-talented artist from Mexico who has made her mark as a playwright and actress in New York City. Her website: www.anelcarmona.com Anel shares her journey from discovering her passion for acting in middle school to…

1
Chris DeMuth's State of the Markets June 2024 34:11

10d ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

1
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

12d ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

1
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

16d ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

1
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

21d ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

1
ACTING SOS with Daria_Episode 2_History of Acting 10:03

1M ago10:03

10:03

Hi friends, I made this second episode so that we can all learn more and maybe remind ourselves about history of Acting. It is called 'From Dionysus to Digital: The Evolution of Acting" Join me on this episode of Acting SOS as I take you on a whirlwind journey through the history of acting, from its origins in ancient Greek rituals dedicated to Dio…

1
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

25d ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

1
CB-Musings Episode 98: Thor Ragnarok Is A Masterpiece 10:26

28d ago10:26

10:26

Going back to the beginning Of the MCU! We are on THE BEST Thor movie Movie #17 = Thor: Ragnarok(2017) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything elseBy Marc Savvy

1
265: Building a Sparkling Soda Fireworks Store?!? | 🎉 Mark Lazarchic of Serenity Ventures 1:15:20

29d ago1:15:20

1:15:20

Mark Lazarchic is the CEO of Serenity Venture Group. He describes himself as a serial entrepreneur with eyes always open. Mark is the owner of multiple successful startup businesses in very competitive markets. Mark has spent the last 10 years being amazed at the level of mediocrity accepted by the public in business. At all levels... This Episode …

1
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting 56:25

1M ago56:25

56:25

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $A…

1
CB-Musings Episode 97: Friendly Neighbourhood Avenger 8:32

1M ago8:32

8:32

Sorry for the lack of episode last week we had technical difficulties.. Going back to the beginning Of the MCU! Is Spider-Man the most famous comicbook character in the world? Movie #16 = Spider-Man: Homecoming (2017) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else…

1
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 1:03:15

1M ago1:03:15

1:03:15

Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/wa…

1
ACTING SOS with Daria_Episode 1 9:28

2M ago9:28

9:28

Hi friends, In this episode I am talking about why I am starting this channel and podcast. I share my story, my acting journey and how I want to learn more about acting, writing, storytelling, directing... Everything connected to the theatre and film industry. I am excited to share my knowledge, to gain more knowledge and to learn from my future gu…

1
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI 1:11:45

1M ago1:11:45

1:11:45

Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com/ Chapters: [0:00] Introduction + Episode sponsor: Sant…

1
Chris DeMuth's State of the Markets May 2024 44:44

1M ago44:44

44:44

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Santangel's …

1
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing 1:18:08

1M ago1:18:08

1:18:08

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:23] What i…

1
CB-Musings Episode 96: The Guardians Rock 9:26

2M ago9:26

9:26

Going back to the beginning Of the MCU! GOTG has the best music soundtrack Movie #15 = Guardians of the Galaxy Vol. 2 (2017) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything elseBy Marc Savvy

1
CB-Musings Episode 95: Doctor Strange Was Different 7:58

2M ago7:58

7:58

Going back to the beginning Of the MCU! Marvel took a risk with Doctor Strange Movie #14 = Doctor Strange (2016) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything elseBy Marc Savvy

1
Asif Suria on the Six Special Situation Strategies to Outperform the Market 56:52

2M ago56:52

56:52

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines in his book to outperform the market.You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to O…

1
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis 1:02:09

2M ago1:02:09

1:02:09

Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research, please visit: https://daily.hxresearch.net/ Enrique's write-up on $TLNE: https://dai…

1
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV 1:04:03

2M ago1:04:03

1:04:03

The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAcChapters: [0:00] Introduct…

1
CB-Musings Episode 94: When The Avengers Lost 9:31

2M ago9:31

9:31

Going back to the beginning Of the MCU! Civil War was a top tier CBM Movie #13 = Captain America: Civil War (2016) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything elseBy Marc Savvy

1
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising 19:25

2M ago19:25

19:25

Welcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and stock advertising. For more information about Rangeley…

1
CB-Musings Episode 93: Ant-Man The Funniest Avenger 9:31

2M ago9:31

9:31

Going back to the beginning Of the MCU! Scott Lang is so funny and charming Really enjoyed this one. Movie #12 = Ant-Man (2015) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything elseBy Marc Savvy

1
264: From Clothing Manufacturer, to Franchise Owner, to Starting the Tint World Franchise | Ex-CEO of Meineke, Charles Bonfiglio, shares his Journey 🚗… 1:21:14

2M ago1:21:14

1:21:14

Charles J. Bonfiglio is the Franchise Founder & Chief Executive Officer of Tint World. The company is a privately owned franchise chain of independent retail window tinting, mobile electronics, auto accessories and appearance centers. As the lead executive of Tint World, Charles is responsible for all functions related to the development and leader…

1
Chris DeMuth's State of the Markets April 2024 50:00

3M ago50:00

50:00

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more! For more information about Rangeley…

1
NU-Musings Episode 92: Celebrating Star Wars 7:12

3M ago7:12

7:12

Happy Star Wars Day everyone! just a super positive episode about everything i love about the franchise New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

1
CB-Musings Episode 91: Praise (Age Of) Ultron 9:16

3M ago9:16

9:16

Going back to the beginning Of the MCU! Time to give some praise to an underrated Avengers movie Movie #11 = Avengers: Age of Ultron New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

1
#93 - Tom Colleran and JD Wild from Elevated Boston 45:02

3M ago45:02

45:02

Join us as we talk shop with our friends Tom and JD and how they have built a super successful real estate development and construction companies. We also talk about how JD has transitioned into the commercial real estate market recently and how Tom has started Build Boston, a group for real estate professionals that strives to help educate folks t…

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

3M 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
Matt Turk on why corporate history matters with Target Hospitality $TH 1:10:09

3M 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
CB-Musings Episode 90: Guardians Of My Heart 8:59

3M ago8:59

8:59

Going back to the beginning Of the MCU! GOTG possible has the BEST sound track in the MCU.. Something scared me mid recording Movie #10 Guardians Of The Galaxy Vol.1 (2014) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.…

1
#92 - Eric and Nitzan from Zanzibar Capital 43:49

3M ago43:49

43:49

Join us in the studio as we host Eric Doroski and Nitzan Mokady from Zanzibar Capital as we discuss how they got into real estate at such a young age, what they have been able to accomplish in such a short amount of time and what they have planned for the future. This is a great episode for anyone looking to jump into development out of school.…

1
NU-Musings Episode 89: Fallin' 4 Fallout 8:26

3M ago8:26

8:26

SPOILER FREE A solid first season for the Fallout tv show on prime. New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

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

3M 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
CB-Musings Episode 88: Winter (Soldier) Is Coming 8:38

3M ago8:38

8:38

Going back to the beginning Of the MCU! Winter Soldier time baby so hyped for this one.. Movie #9 Captain America: The Winter Soldier(2014) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

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

3M 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
CB-Musings Episode 87: Is Thor Dark World Underrated? 8:48

3M ago8:48

8:48

Going back to the beginning Of the MCU! We are back with a surpisingly fun Thor movie ... Movie #8 Thor: The Dark World(2013) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

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

3M 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
Chris DeMuth's State of the Markets March 2024 41:08

3M 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
CB-Musings Episode 86: Iron Man Legacy 9:11

4M ago9:11

9:11

Going back to the beginning Of the MCU! The time is nigh for Iron Man in his last solo movie... Movie #7 is Iron Man 3(2013) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

1
Nolan Special! Episode 85: The Noble Chris 10:29

4M ago10:29

10:29

With Christopher Nolan getting knighted I wanted to do a special episode! Top 10 Nolan movies at the box office Nolan Movies Mount Rushmore New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode. Contact: info@savvygeeks.ca…

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

4M 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

4M 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
CB-Musings Episode 84: Avengers Assemble 8:51

4M ago8:51

8:51

Going back to the beginning Of the MCU! We are on to the first Avengers movie and i could not be more excited... Movie #6 is The Avengers (2012) New Episode every week. Socials: @SavvyGeeksPodcast CB = ComicBook related entertainment NU = Everything else Special! = Is longer than a usual episode.By Marc Savvy

1
263: Using Real Human Connections to Achieve Exceptional Success... Doug Brown of CEO Sales Strategies 1:59:52

4M ago1:59:52

1:59:52

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, In…

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

4M 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: …

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Marc Savvy Podcasts

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