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 winners on DoorDash $DASH

The winners of the Pershing Square Challenge 2026 discuss their Doordash pitch, including why the growth story still has room to run (and the 90 primary research calls they made to back up that call). We get into durable US restaurant growth, why new verticals and international c ...  Show more

Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor

James Elbaor of Marlton makes the case that $PSUS will trade at a premium to NAV instead of the typical closed-end fund discount and that $PS will ultimately trade at a premium multiple to peers like Blackstone, KKR, Apollo and Carlyle given its lean team and advantaged fee struc ...  Show more

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