On this episode of Chit Chat Stocks, we speak with Rod Alzmann, an individual investor, about one of his latest stock purchases. We discuss:

(00:00) Introduction

(00:57) Why is [X Stock] down 97%?

(02:10) Historical context and sector-wide decline

(04:05) Company-specific deterioration factors

(05:32) Impact of federal law and tax issues

(06:59) Financial health and cash position

(11:30) Regulatory risks and potential de-scheduling

(15:49) Virginia legislation and market opportunity

(20:46) Potential acquisition scenarios

(24:09) Board engagement and governance signals

(29:10) Treasury management and cash utilization

(34:26) Board communications and shareholder rights

(36:44) Risks to the business and downside scenarios

(40:56) Stock valuation and intrinsic value

(43:45) Market cycle and supply-demand dynamics

(50:29) Market interest and short-selling activity

(53:55) What investors are missing about the stock

(56:31) Summary and closing thoughts

Rod's full analysis: https://rodalzmann.substack.com/

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.