The Asymmetry Infantry

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Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)
Featuring the Shrub, Koala, Matt Warder, Wabuffo and many more
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February 2022

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 …
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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…
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twebs
Episode 10: $VLRS with @CrosscheckC
@CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low valuation, catalysts in…
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twebs
Episode 9: Glencore ($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…
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Episode 8: $CEIX with @KNLCBD: Many Ways to Win
@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)
Initially conceived as having Coal Trader (@dyer440) on for a bull-bear on $ARCH, this turned into a round robin with #coaltwitter's finest. We dissect…
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Episode 6: $LEGH with Joe Kuefler (@ArbitragingTime)
@ArbitragingTime discusses an under-the-radar Manufacturing Housing compounder, $LEGH (Legacy Housing Corporation)
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Episode 5: Jeremy Raper (@puppyeh1) Puts me (@twebs) on the Hot Seat re: $AMPY
We flipped the script, and Jeremy puts me on the spot, asking why $AMPY is not reflecting the positive news that has trickled out since the early…
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twebs
Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com)
Conor Maguire walks through his thesis on Kenmare Resources
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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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