The Asymmetry Infantry
twebsInvestment Ideas
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 5 years ago | Last Issue | 4 years ago |
| Active | |||||
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twebs.substack.comLatest Issues
Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)
[This episode was recorded Sunday March 6th, 2022. The impetus for this Twitter Spaces gathering was to try to make sense of the Commodity and Equity landscape given recent events]
@agnostoxxx, better known as The Shrub is an incredibly sh...
Episode 12: $JOY.TO with Josh Young of Bison Interests
Josh Young stops by the podcast after his stellar 2021 performance to discuss Journey Energy. Josh discussed the many factors going in Journey's favor - a low valuation, cleaned up balance sheet, under-appreciated option value in Power Gene...
Episode 11: $GPRE with Kyle Mowery of GrizzyRock Capital
Kyle Mowery of Grizzly Rock dropped a massive deck in advance and some serious knowledge during the $GPRE Spaces. Please see the link below for the deck and enjoy the discussion!
Episode 10: $VLRS with @CrosscheckC
@CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low valuation, catalysts in the form of an earnings outlook well above consensus and a long runway for growth anchor...
Episode 9: Glencore ($GLEN.L) with the Koala (@YellowLabLife)
Single Stock Spaces exploded when our most requested guest agreed to come on an discuss the investment case for Glencore. Besides a deep dive on Glencore, there were also a ton of great nuggets on the sector.
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The writers behind this newsletter.
Former buy-side sector specialist, searching for asymmetric ideas in my go-anywhere PA.
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