My guest is Arthur van der Linden founder of Grit Capital. We discuss AMA Group (link to stock chart), Australia's market leader in collision repair. We go over the history and what is the current opportunity in the stock. YouTube video below or for audio only you can listen to the episode on Spotify or Apple Podcasts. You can read more about Arthur and his firm at … [Read more...]
Contrarian Options Trades with Adam Siegel & Brian Anast
When I think about who is the smartest guy in the room, my friend Adam Siegel comes to mind. With great pleasure, I welcomed Adam Siegel and his partner Brian Anast (a fellow Illinois alum) of Esoterica Investments on my podcast. We discussed a fascinating option position that took the opposite view from many recently fashionable ETFs. Watch the YouTube video below, or … [Read more...]