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The Asymmetry Infantry

twebs

Investment Ideas

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues21SubscribersRead twebs.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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]

3 years ago
17
3

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...

3 years ago
5
1

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!

3 years ago
1
0

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 ...

3 years ago
1
0

Authors

The writers behind this newsletter.

  • twebs

    Former buy-side sector specialist, searching for asymmetric ideas in my go-anywhere PA.

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