The Stock Podcast | CEO and CFO Interviews

As the title indicates, the stock podcast is coming to a close, at least for the time being. As for me, I'm leaving the world of podcasting to return to investing. There are a number of reasons why I had to make this tough decision, but the primary reason is that I have an opportunity to work with Kris Kelley at Legacy Ridge Capital.

For the past two years, I've poured my heart and soul into this program in an attempt to level the playing field for all investors. I still believe in the mission and I hope someone can pick up where I've left off, either with a new podcast or with this one! So reach out if you're interested in the platform.

Take care and good luck with your portfolio!

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Chris Sighinolfi rejoins The Stock Podcast for a follow-up interview where he talks about the current state of midstream. Tune in to hear Chris talk about investor sentiment, the role of ESG (environmental, social, and governance) mandates in the midstream space, and his perspectives on distribution cuts in the sector.

The post The State of Midstream – Follow-Up Interview with Chris Sighinolfi – Jefferies Research Managing Director – The Stock Podcast, Ep. 48 appeared first on The Stock Podcast | CEO & CFO Interviews.

Barry Davis is the CEO of EnLink Midstream, LLC (NYSE: ENLC), an integrated midstream company serving the oil and gas industry. ENLC operates gathering, processing, compression, transportation, and fractionation assets. Tune in to hear Barry describe ENLC's operations and to hear him talk about current investor sentiment in the oil and gas space, the benefits of the c-corp structure for midstream, and his thoughts around the distribution.

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NRG Energy's CFO Kirk Andrews rejoins The Stock Podcast to provide a business update. Tune in to hear Kirk describe NRG's path to investment grade and what that could mean for the equity value of the company.

NRG is an integrated power producer. The company owns generation assets that primarily sell power at wholesale prices. NRG also operates a large portfolio of retail electricity companies. The integrated nature of NRG's asset portfolio provides investors with stable cashflows. When power prices are high, the generation business benefits. When power prices are low, the retail business benefits. It's an impressive mousetrap with high barriers to entry.  

The post NRG Energy (NRG) CFO Kirk Andrews – Follow-Up Interview – The Stock Podcast, Ep.46 appeared first on The Stock Podcast | CEO & CFO Interviews.

Kris Kelley is the founder and managing partner of Legacy Ridge Capital Management, a private investment firm that Kris started in 2018, shortly after he left Janus Henderson Investors. Kris has some strong views when it comes to the money management industry, views I personally agree with and ones I think every investor should hear. Kris is a value-focused, contrarian investor who believes the best way for active managers to serve their investors is through highly concentrated portfolios.

Now, if you were to ask a hundred value investors who had the greatest impact on their investment philosophy and principles, I'm sure you'd hear a lot of the same names - Warren Buffett, Charlie Munger, Ben Graham, Seth Klarman, and Stanley Drukenmiller. These investors have most certainly had an impact on me, but Kris has hands-down had the greatest impact on my investing philosophy….and that's because Kris was my mentor during my six years at Janus. He's one of, if not the greatest investors I know personally, he lives and breaths value-investing, and the perspectives he shares in this interview should open everyone's eyes to a flawed industry.

The post Kris Kelley – Legacy Ridge Capital Management – The Stock Podcast, Ep.45 appeared first on The Stock Podcast | CEO & CFO Interviews.

Super League Gaming (SLGG) CEO Ann Hand joins The Stock Podcast to describe the investment case for her company. Esports is a relatively new commercial market, but it's growing rapidly and there are numerous ways for companies like SLGG to capitalize on that growth. Tune in to here Ann describe a really interesting investment story.

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Vistra Energy's CEO rejoins The Stock Podcast to provide an update on the VST stock thesis. It's always a pleasure to have Curt on the program to talk about his company and provide updates on the investment story. VST is one of my personal favorite investment ideas and Curt does a fantastic job of highlighting the key elements of the investment thesis. If you'd like to tune in to the first interview with Curt, click here!

The post Vistra Energy (VST) CEO Curt Morgan – The Stock Podcast, Ep.43 appeared first on The Stock Podcast | CEO & CFO Interviews.

Bruce Young is the CEO of Concrete Pumping Holdings, ticker symbol BBCP. Concrete Pumping Holdings is a construction services company based out of Denver, CO. BBCP is the largest concrete pumping services provider in the US and UK. Tune in to hear Bruce provide an overview of his business, the industry outlook, and his priorities for the company.

When this interview was published, Concrete Pumping Holdings had a market cap of about $270M, total debt of $417M, and cash on the balance sheet was nearly $5M, putting the enterprise value just over $650M. Under the GICS classification system, BBCP falls within the industrial sector.

The post Concrete Pumping Holdings (BBCP) CEO Bruce Young – The Stock Podcast, Ep.42 appeared first on The Stock Podcast | CEO & CFO Interviews.

Orthobiologics are living substances like stem cells and platelet rich plasma (PRP) that some medical doctors use in the rehabilitation process. Dr. Matthew Lucas from the Centeno-Schultz Clinic, based out of Denver, CO, joins the podcast to explain the use of stem cells and PRP in medicine today.

The post Orthobiologics and stem cells explained – Dr. Matthew Lucas with the Centeno-Schultz Clinic – The Stock Podcast, Ep.41 appeared first on The Stock Podcast | CEO & CFO Interviews.