BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS

BONUS EPISODE: Keynote Q&A with Bob Robotti, ...

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Pershing Square Challenge 2026 third place: Celsius $CELH

Celsius trades at ~20x earnings while growing ~18% a year, cheaper than Monster (~34x) and even Coke (~25x) despite faster growth. The Pershing Square Challenge third-place team makes the long case for $CELH: the market is sleeping on the Alani Nu acquisition, and their 500-perso ...  Show more

Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR

Team Baker Hughes, the second-place finishers in the 2026 Pershing Square Challenge, discuss their Baker Hughes thesis and why they believe the market hasn't fully appreciated the company's evolution from a cyclical oil field services business. They discuss how the long runway fo ...  Show more

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