The art of M&A investing with Ben Bailey

Stephen Gorenstein manages the ARI Resources Fund at SG Hiscock.A former geologist, he spent a decade as a sell-side analyst at Goldman Sachs and Bank of America before working in M&A at Newcrest and St Barbara.We dig into how he builds the portfolio and the stocks he likes right ...  Show more

Darko Kuzmanovic, Portfolio Manager of the Janus Henderson Global Natural Resources Fund, is back on the show.A metallurgist by training, Darko’s fund was up 20% by February. Then came Iran, rising rates and a full risk-off reversal.We get his read on where we sit in the cycle, a ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ...  Show more

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previou ...

On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!   Find complete shownotes on our b ...  Show more