Event Driven Insights

Event Driven Insights

We cover actionable special situation and event driven investment opportunities from analysts who put their own money on the line. Brought to you by: Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

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Episoder(16)

Is 11 Bit Studios Stock A No-Brainer Special Situations Bet?

Is 11 Bit Studios Stock A No-Brainer Special Situations Bet?

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...

22 Jul 202549min

IMAX China: Could a Looming Takeover Provide Great Stock Gains?

IMAX China: Could a Looming Takeover Provide Great Stock Gains?

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 lang...

15 Jul 202551min

A Major Catalyst In This Capital Starved Emerging Market Will Unlock Value

A Major Catalyst In This Capital Starved Emerging Market Will Unlock Value

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 Hu...

8 Jul 202537min

The Biggest Special Situation Opportunity of All Time For Small Investors? Think Japan...

The Biggest Special Situation Opportunity of All Time For Small Investors? Think Japan...

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 shar...

1 Jul 202535min

Exploiting The Great Japanese Arbitrage Opportunity

Exploiting The Great Japanese Arbitrage Opportunity

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 a...

25 Jun 202541min

Oroco Resource Corp: An Unconventional Arbitrage With 10x Upside Potential?

Oroco Resource Corp: An Unconventional Arbitrage With 10x Upside Potential?

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 upsi...

17 Jun 202531min

A Turnaround Opportunity With 10x Upside Potential?

A Turnaround Opportunity With 10x Upside Potential?

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 b...

12 Jun 202539min

A Cigar Butt A Young Warren Buffett Would Love

A Cigar Butt A Young Warren Buffett Would Love

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 lo...

12 Jun 202558min

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