Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

Philosophy Capital's Jacob Rubin on legacy br...

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Roy Swisa on $DJCO

Roy Swisa talks about Daily Journal (DJCO) and the evolving thesis behind its valuation. Roy shares how independent research into Journal Technologies’ court case management systems led to consulting work with the company. They examine the sum-of-the-parts framework, the sizable ...  Show more

Investing in Biotech with Verdad Capital

Dan Rasmussen and Greg Obenshain of Verdad Capital discuss their white paper on quantitative investing in biotech. Topics include why biotech’s complexity makes it attractive for systematic investors, how specialist fund ownership serves as a quality signal, and why insider buyin ...  Show more

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