- Cadence
- Daily
- Latest
- 2026-10-23
- By
- Andrew
- Based on
- 12 recent issues
- Covers: Special situations, equity analysis, corporate governance, consumer AI agents, and investment case studies.
- For: Professional equity analysts, portfolio managers, and fundamental value investors.
- Best for: Value investors seeking deep equity research and corporate governance insights.
- Skip if: Casual personal finance savers or retail day traders looking for quick tips.
Start with
- The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital: Explores UK market opportunities, board governance alignment, and how AI alters analyst roles.
- Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy: Analyzes executive option repricing proxies and corporate governance signals in public equities.
- Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR): Breaks down Shift4 valuation metrics and overlooked gross equipment lease accounting details.
Sponsors seen
- TrataSponsor
This podcast is sponsored by Trata I already know you’re going to like trata.
October 2026 Random Ramblings · 2026-10-14 - TrataSponsor
This podcast is sponsored by Trata I already know you’re going to like trata.
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital · 2026-10-01 - TrataSponsor
This podcast is sponsored by Trata I already know you’re going to like trata.
The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital · 2026-10-20 - TrataSponsor
This podcast is sponsored by Trata I already know you’re going to like trata.
Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR) · 2026-09-22 - Fiscal.aiSponsor
This podcast is sponsored by fiscal.ai Fiscal.ai is the modern financial data provider.
September 2026 Random Ramblings · 2026-09-25