The Asymmetry Infantry

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Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)
Listen now (153 mins) | Featuring the Shrub, Koala, Matt Warder, Wabuffo and many more
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twebs
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February 2022
Episode 12: $JOY.TO with Josh Young of Bison Interests
Listen now (66 mins) | Josh Young stops by the podcast after his stellar 2021 performance to discuss Journey Energy. Josh discussed the many factors…
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Episode 11: $GPRE with Kyle Mowery of GrizzyRock Capital
Listen now (82 mins) | Kyle Mowery of Grizzly Rock dropped a massive deck in advance and some serious knowledge during the $GPRE Spaces. Please see the…
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twebs
Episode 10: $VLRS with @CrosscheckC
Listen now (74 mins) | @CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low…
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twebs
Episode 9: Glencore ($GLEN.L) with the Koala (@YellowLabLife)
Listen now (95 mins) | Single Stock Spaces exploded when our most requested guest agreed to come on an discuss the investment case for Glencore. Besides…
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Episode 8: $CEIX with @KNLCBD: Many Ways to Win
Listen now (98 mins) | @KNLCBD breaks down the CEIX bull case, while also discussing the structural drivers of Thermal Coal
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twebs
Episode 7: The #CoalTwitter Gang Talks $ARCH (@twebs, @dyer440, @knlcbd, @mfwarder, @acosgrove003, @ardaarkun)
Listen now (103 mins) | Initially conceived as having Coal Trader (@dyer440) on for a bull-bear on $ARCH, this turned into a round robin with…
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Episode 6: $LEGH with Joe Kuefler (@ArbitragingTime)
Listen now (79 mins) | @ArbitragingTime discusses an under-the-radar Manufacturing Housing compounder, $LEGH (Legacy Housing Corporation)
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twebs
Episode 5: Jeremy Raper (@puppyeh1) Puts me (@twebs) on the Hot Seat re: $AMPY
Listen now (88 mins) | We flipped the script, and Jeremy puts me on the spot, asking why $AMPY is not reflecting the positive news that has trickled out…
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twebs
Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com)
Listen now (54 mins) | Conor Maguire walks through his thesis on Kenmare Resources
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twebs
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December 2021
Introducing The Double Dog Index
Telling the Story as it Unfolds in 2022
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$ARCH Spaces Prep
Some Updated Modeling before Spaces
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