The Asymmetry Infantry

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Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)Listen now (153 min) | 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 InterestsListen now (66 min) | 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 CapitalListen now (82 min) | Kyle Mowery of Grizzly Rock dropped a massive deck in advance and some serious knowledge during the $GPRE Spaces. Please see the…
twebs
Episode 10: $VLRS with @CrosscheckCListen now (74 min) | @CrosscheckC stopped by to discuss $VLRS, an Ultra-Low-Cost Carrier with a long runway for growth in the Mexican market. A low…
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Episode 9: Glencore ($GLEN.L) with the Koala (@YellowLabLife)Listen now (95 min) | 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 WinListen now (98 min) | @KNLCBD breaks down the CEIX bull case, while also discussing the structural drivers of Thermal Coal
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Episode 7: The #CoalTwitter Gang Talks $ARCH (@twebs, @dyer440, @knlcbd, @mfwarder, @acosgrove003, @ardaarkun)Listen now (103 min) | 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 min) | @ArbitragingTime discusses an under-the-radar Manufacturing Housing compounder, $LEGH (Legacy Housing Corporation)
twebs
Episode 5: Jeremy Raper (@puppyeh1) Puts me (@twebs) on the Hot Seat re: $AMPYListen now (88 min) | We flipped the script, and Jeremy puts me on the spot, asking why $AMPY is not reflecting the positive news that has trickled out…
twebs
Episode 13: $KMR.L with Conor Maguire of Value Situations (valuesits.substack.com)Listen now (54 min) | Conor Maguire walks through his thesis on Kenmare Resources
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December 2021

Telling the Story as it Unfolds in 2022
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Some Updated Modeling before Spaces
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