Event Driven Insights

In this interview, I talk to Ben Demase about San Juan Basin Royalty Trust and his stock investment thesis for it. Not much of a stock, though. More on that in the video. In this interview we cover what a royalty trust is, how it differs from a regular company, how San Juan was hit hard by cutting its dividend, and potential future earnings due to a strong catalyst. www.netnethunter.com

Is this incredibly rare Japanese stock spin off set to soar? Spin offs are rare in Japan, but what’s even more rare is spin offs that involve a company lead by an incredible entrepreneur with a passion for launching successful businesses in house. Today Evan Bleker talks to Rich Howe about the latest spin off gem he’s found, this one Japanese spin off Hamee. We discuss how uncommon it is to see a...

Is Abacus Global Management the next great S.T.A.R. business? Richard Koch may like this one. Abacus Global Management is a niche leader in a new, fast-growing market, but surprisingly, it’s not priced for perfection. In this interview, I talk to Stephen Farrington, who lays out the case for Abacus. We discuss the new market for life insurance policy resettlements, the speed at which Abacus is gro...

Is This Commercial Real Estate Stock Set to Soar? Chris Kanaan thinks so. Today, Evan Bleker sits down with Chris to talk about True North Commercial Real Estate Investment Trust, a Canadian firm making commercial real estate investments throughout Canada. They discuss True North Commercial Real Estate Investment Trust, The difference between commercial real estate stocks and a commercial real est...

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status according to Greg Aikens. Well, could be. In this interview, I talk to Event Driven Daily analyst Greg Aiken about Howard Hughes Holdings (NYSE: HHH), a master planned community corporation operating in the South West in the US, and Hawaii. We discuss the history of the Howard Hughes company, how Bill...

How can you profit from the fall of the UK economy? In this podcast, I talk to Alberto Alvarez about Manolete Partners, a bankruptcy financing firm trading in the UK, that will benefit from the record number of bankruptcies in the UK. The country is seeing the largest number of bankruptcies since the 2009 Great Financial Crisis, and Manolete Partners is set to profit. In this podcast, we discuss t...

Innovative Food shares are primed for great returns according to Sebastian Krog. Today I talk Innovative Food Holdings (OTCQB: IVFH) with private investor Sebastian Krog. Innovative has gone through a major restructuring and has well aligned management from a well regarded retailer and a hand picked c-suite which make the investment well worth checking out. We discuss the recent history at Innovat...

In this conversation, Lee Roach discusses Alico Ltd (NASDAQ: ALCO), a citrus producer transitioning to real estate development. He outlines the company's strategic shift, the special situation on offer for investors, market potential, and challenges faced due to historical events like hurricanes and citrus greening. Roach emphasizes the management's commitment to shareholder value and the...

In this special situation investing conversation, Evan Bleker and Ovidiu Voica discuss the Polish video game stock 11 Bit Studios, exploring its potential for growth, recent challenges, and the gaming industry landscape. They delve into the company's notable titles, including Frostpunk, and the investment opportunities it presents. The conversation also touches on technical difficulties faced duri...

In this conversation, Dylan Marrello discusses the investment potential of IMAX China, highlighting its unique position in the market, the evolution of its business model, and the impact of local language films on revenue. He emphasizes the company's low valuation, the potential for a buyout by the parent company, and the importance of navigating risks associated with investing in China. The d...

Thinking about emerging markets? In this interview, Ricardo Gonzalez gives a pretty convincing argument for why Colombia should be on your radar. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com Ricardo Gonzalez Email ricardo@convexo3.com

In this conversation, Evan Bleker and Bryan Shealy discuss the intricacies of investing in the Japanese market, focusing on the Tokyo Stock Exchange (TSE) and the opportunities it presents. Bryan shares his personal investing journey, emphasizing the importance of investing in profitable companies with growth potential. They delve into the TSE's initiatives to enhance company valuations and at...

Last year Buffett announced a blockbuster move -- selling Japanese investors at rock bottom rates and then turning around to pick up two of their best trading houses. But did you know that a similar arbitrage opportunity is open to smaller investors? In this interview, I sit down with Oliver, aka @‌twaddle_inc , from X to discuss how he's exploiting this arbitrage right now. Event Driven Daily...

In this interview, Ney Torres walks us through his thesis for Oroco Resource Corp (TSX: OCO.V), and explains how the stock is far less risky today than it ever has been, despite offering enormous upside potential. Get a monthly list of all special situation stocks that we find in the market: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www....

In this interview, Net Net Hunter member Luis Sánchez and I discuss a compelling turnaround opportunity that is also trading below a conservative assessment of liquidation value — a net net or cigar butt stock. This event driven investment focuses on the company’s shift in business strategy, product line curtailment, and a massive share buyback. Get Free Special Situation Announcement Notification...

How many times do you come across the sort of company that Buffett would have bought in the 1950s? You know, dirt cheap, below liquidation value, but earning above average returns on capital with a long growth runway ahead... Today, Iggy from Iggy on investing and I discuss one that Buffett would have loved in his youth. And, while the company is an exceptional long term hold, it's currently under...