Stoic Point Capital Management discusses their approach and highlights EVLV and JBI

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منذ 6 weeks7:38

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منذ عام واحد 57:08

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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 opportunities. The founders invest in accordance with three core Investment Principles, focusing on change and disconnections between business quality and misunderstanding. The firm leverages proprietary idea generation tools, a defined processes, and risk management practices that carry over from the founders' prior experience working together. This discussion breaks down how Raj and Cullen came together to form Stoic Point and how they've approached the market since – specifically, continuing to find opportunities in #SPAC's and DeSPAC's even after an 80% drawdown in the broader space. They leave us with two examples, $EVLV and $JBI, both of which have performed well for them, despite being left for dead by many investors. 1:12 - Intro to Raj and Cullen 3:02 - The launch of Stoic Point 4:54 - Acceleration into #smallcap and #midcap stocks 5:49 - Stoic Point investment principles 6:25 - Getting involved in DeSPAC's and broken #ipo's 7:47 - Stoic Point strategies 9:13 - Where do DeSPAC's fit into the strategy and where do we see that market going 13:27 - Taking advantage of warrant arb 18:52 - Why we continue to look at the DeSPAC space and warrants 21:53 - How Stoic Point has navigated through recent shift in rates 24:52 - Broader DeSPAC market 26:18 - Re-underwriting and taking advantage of misunderstood opportunities 27:05 - $EVLV as a case study 37:44 - Focusing on high quality, growing businesses 38:52 - $JBI as a case study 41:41 - Where Stoic Point sees future opportunity 43:08 - Opportunities on the #short side, including #ai 44:38 - Where Stoic Point sees potential trouble with #saas businesses For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply #valueinvesting #smallcap #midcapstocks

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#Trading #Business #Avery Pagan

Stoic Point Capital Management discusses their approach and highlights EVLV and JBI

SumZero Headlines

published منذ عام واحد

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36 حلقات

#Trading #Business #Avery Pagan

Kaikki jaksot

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Javier Lopez Bernardo of BrightGate Capital Discusses Why NBN is A Credit Fund Disguised as A Bank 35:23

منذ 16 weeks35:23

35:23

In this episode, we welcome Javier Lopez Bernardo from BrightGate Capital to discuss Northeast Bank (NBN), a regional bank in Maine. Javier delves into his background, the philosophy and strategies of BrightGate Capital, and shares insights into why NBN:US caught their attention. They discuss the unique business model of NBN, which operates like a credit fund while having a banking license, the bank's strong management team, impressive track record, and robust financials. Additionally, they explore the bank's approach to deposits, the impact of regulatory changes, and potential future catalysts for NBN's stock performance. Tune in for an in-depth analysis of what makes Northeast Bank a compelling investment opportunity. 00:00 Introduction and Guest Welcome 00:32 Javier's Background and Firm Overview 02:15 Discovering Northeast Bank (NBN) 06:26 NBN's Unique Business Model 13:12 Valuation and Investment Thesis 17:52 Management Team and Historical Performance 19:31 Navigating the Banking Crisis 25:00 Future Prospects and Catalysts 35:04 Conclusion and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

1
WLFC:US | SumZero Q2 Research Contest Winner Eric Gregg Breaks Down WLFC Investment Opportunity 36:53

منذ 27 weeks36:53

36:53

In this conversation, we have a chance to sit down with Eric Gregg, a standout contributor and top-performing analyst on the platform. Eric has shared almost 40 ideas with the SumZero community over the course of his time with us. Those ideas are outperforming their respective benchmarks by nearly 17%, on average. To review all of Eric's work, www.sumzero.com/apply Eric won SumZero's Q2 Investment Competition, as voted on by our community of buyside investors, with his thesis on WLFC. In this convo, Eric shares his insights on Willis Lease Finance Corporation (WLFC), a jet engine leasing company. He discusses his background, the origins of his investment firm, and why he is bullish on WLFC despite its unique market. Gregg also compares WLFC with its competitors, highlights the financials, and outlines the potential risks and opportunities in the industry. Tune in to learn more about Eric's investing strategies and the hidden potential in niche markets. 00:00 Introduction and Guest Welcome 00:30 Eric Gregg's Background and Firm Overview 02:53 Discussion on Willis Lease Finance 04:44 Jet Engine Leasing Industry Insights 07:36 Financial Metrics and Market Position 25:34 Management and Ownership Structure 31:32 Risks and Catalysts 35:58 Conclusion and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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

منذ 1 year28:40

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-year timeframe. He dives deep into his investments in Currency Exchange International (CXI) and Kyndryl, discussing their backgrounds, potential risks, and future prospects. He also touches on the importance of thorough research, industry checks, and growth potential for these small-cap companies. 00:00 Introduction and Guest Background 00:25 Chris Waller's Investment Strategy and Fund Overview 03:51 Deep Dive into CXI Stock 14:05 Discussion on Market Cap and Position Sizing 15:29 Exploration of Kyndryl Stock 22:02 Understanding the Risks and Catalysts 28:03 Wrap-up and Final Thoughts Investment Disclaimer: The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed. Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein. Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.…

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Stoic Point Capital Management discusses their approach and highlights EVLV and JBI