Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Brandon Beylo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Beylo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

1:38:29
 
Share
 

Manage episode 455276061 series 2598893
Content provided by Brandon Beylo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Beylo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode.

We discuss:

  • Data Centers (IREN)
  • AI (NBIS)
  • Offshore Energy (VAL/TDW)
  • Bitcoin (CORZ)
  • Special Situations (BNED)

I love talking stocks and there are few people I'd rather talk to than Judd.

NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

  continue reading

288 episodes

Artwork
iconShare
 
Manage episode 455276061 series 2598893
Content provided by Brandon Beylo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Beylo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode.

We discuss:

  • Data Centers (IREN)
  • AI (NBIS)
  • Offshore Energy (VAL/TDW)
  • Bitcoin (CORZ)
  • Special Situations (BNED)

I love talking stocks and there are few people I'd rather talk to than Judd.

NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

  continue reading

288 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play