Idea Brunch

Interviewing Great Investors. Get great investor interviews and idea pitches in your inbox:

[Idea Brunch @IdeaBrunchEmail]

Idea Brunch with Myles Kuah @finphysnerd

https://t.co/J7Yb7SqslU

[Edwin Dorsey @StockJabber]

https://t.co/ZvJ5mNqbRG

[Yellowbrick Investing @joinyellowbrick]

Ingevity $NGVT is up almost 100% in one year after @valuedontlie pitched it in the @IdeaBrunchEmail

[Ralph Molina @ralphinvests]

I had the honor of being featured in the latest edition of @IdeaBrunchEmail. Really proud of how this turned out and the feedback we've received thus far.

Thank you @StockJabber for the thoughtful interview questions. Feeling lucky to be included alongside the many talented investors who have also been profiled in the newsletter.
https://t.co/NsylECddhK

[Edwin Dorsey @StockJabber]

Myles @finphysnerd is one of the rising stars of FinTwit.

He's an independent thinker, has great short ideas, and I've learned a lot from his posts

His interview below is worth your time

[David Orr @orrdavid]

Good interview with @finphysnerd on @IdeaBrunchEmail this week!

[Idea Brunch @IdeaBrunchEmail]

@orrdavid @finphysnerd Thanks David! Here's the interview for anyone who missed it: https://t.co/J7Yb7SqslU

[Idea Brunch @IdeaBrunchEmail]

Idea Brunch with David Katunarić of The Mikro Kap @david_katunaric

https://t.co/TSQexSuSTl

[Yellowbrick Investing @joinyellowbrick]

The other pitch from the AI edition of the @IdeaBrunchEmail with TMR Capital was Celestica $CLS.

Up 400% in 1y

[Yellowbrick Investing @joinyellowbrick]

The second edition of the @IdeaBrunchEmail from @StockJabber was an AI-focused one with TMR Capital.

$MU up over 650% in the year since

[Edwin Dorsey @StockJabber]

Any investor can use our free, instant risk rating search to see whether a company is engaged in stock promotion.
https://t.co/NcrTW75V8z

Just type any ticker for instant results. It works best on companies with market caps between $50 million and $3 billion

[Edwin Dorsey @StockJabber]

Introducing https://t.co/Nmn2sTd3va, the world’s largest database of paid stock promotions

We are tracking hundreds of websites, email lists, YouTube channels, and much more to document the companies spending millions on stock promotion

In an age of deceit, I hope this tool can help protect investors and serve as idea generation for short sellers

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

Source: @IdeaBrunchEmail

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

Asia-focused fund managers Desmond Kinch recommends:
- Cheah Cheng Hye at Value Partners
- Richard Lawrence at Overlook
- Claire Barnes (recently retired)
- James Hay at Pangolin

[Idea Brunch @IdeaBrunchEmail]

@MikeFritzell Thanks for sharing!

[Edwin Dorsey @StockJabber]

Loved doing this interview with @irbezek on current events in Venezuela and Latin America

Ian is a full-time investor based in Colombia and an excellent follow. After ~100 @IdeaBrunchEmail interviews in the last four years, this is an all-time favorite.

https://t.co/CiWQUwKVPT

[Hinde Group @HindeGroup]

Hinde Group founder @marcjwerres sat down with @StockJabber for a second interview on @IdeaBrunchEmail .

The interview revisits Marc's highest conviction idea from last year, $IBKR, discusses the firm's research process, and outlines a new large-cap special situation. 🧵👇

[Gymkhana Partners @GymkhanaFund]

1/ Gymkhana's co-portfolio manager @astetsen was featured in @IdeaBrunchEmail from @StockJabber!

Read the full piece 👇
https://t.co/ruk9YIAwE9

[Idea Brunch @IdeaBrunchEmail]

Andrei Stetsenko of @GymkhanaFund runs an India-dedicated long-only small-cap equity fund that has an annualized USD return net of all fees, profit allocations, and Indian taxes of 13.2%.

If you believe in India's potential, this interview is for you!
https://t.co/1ra8pkvKUp

[Edwin Dorsey @StockJabber]

Over the last four years, I've interviewed nearly 100 emerging investors for Sunday's Idea Brunch. Below are some of the small long-biased investors that are A+:

1/ Brian Bellinger of Monimus Capital
2/ Christian Putz of ARR Investment Partners
3/ Jacob Rowe of Rogue Funds
4/ David Orr of Militia Capital
5/ Michael Melby of Gate City Capital
6/ Nat Stewart of N.A.S. Capital
7/ Jon Cukierwar of Sohra Peak Capital
8/ Ryan Rahinsky of Blue Outlier Capital

If you are an institutional allocator looking for new stockpicking talent, all these funds would be a great addition IMO.