The Value Investor

On this episode, I take a look at Snowflake after the IPO.  I look at the financials as well as what the Cloud Warehousing business dynamics are.

This is not investment advice.  This is for educational purposes only.

On this episode, I do a sum of parts analysis on Uber.  In it, I look at it's delivery business and all the international assets it has.  In addition, I do a Financial Analysis on Uber.

This is not investment advice.  This is for educational purpose only.

On this episode, I discuss GrowGeneration Corp.  I talk about this company's prospects and the industry they're in.  In addition, I take a look at what the business is, conceptually.

This is not investment advice.  This is for educational purposes only.

On this episode, I look into the Streaming Industry.  I do a deep dive and analyze the vertical nature of the industry.  In it, I discuss TVOD, AVOD and SVOD.

This is not investment advice.  This is for educational purposes only.

On this episode, I look at a tech company called Zendesk Inc.  I go through the business and try to understand it conceptually.  Then, I also explain how I found this stock and do a financial analysis.

This is not investment advice.  This is for educational purposes only.

On this episode, I take a look at ViacomCBS Inc.  This is a company that is now competing in the streaming wars with its two growing platforms - CBS All Access and Pluto TV.  I look at the merged company and do a financial analysis on it.

This is not investment advice.  This is for educational purposes only.

On this episode, I do a deep dive into The Walt Disney Company.  Here, I look at the many different parts that make up Disney.  I do a financial analysis on the company.  Also, I take a look at their growth prospects.

This is not investment advice.  This is for educational purposes only.

On this episode, I do an analysis of Verso Corporation.  Here, I  do a sum of parts analysis on the company by looking at the paper mills it owns.  I also look at past mills the company had sold and what the balance sheet looks like.

This is not investment advice.  This is for educational purposes only.

On this episode, I take a look at Kodak.  This is a company whose stock went parabolic in just 2 days' time.  They're an old-school American brand that was chosen for a government loan of 25 years in order to manufacture pharmaceutical ingredients.  It's considered strategically important to the U.S. to onshore a lot of their pharmaceutical manufacturing.

This is not investment advice.  This is for educational purposes only.

On this episode, I take a look at Pershing Square Tontine Holdings, a new SPAC.  PSTH is a new SPAC that is being championed by Bill Ackman.  I look into what the SPAC has as its criteria for an acquisition.  I also do a detailed analysis of what PSTH is.

This is not investment advice.  This is for educational purposes only.