MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Value Hive Podcast

Brandon Beylo of Macro Ops interviews value investors, fund managers, and analysts about off-the-beaten-path investment ideas.

Mentions18
Episodes1
Latest episode26 Jun 2026
Hertz Global Holdings, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Pool CorporationJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Avis Budget Group, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
America's Car-Mart, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
CarMax, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Copart, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Open Lending CorporationJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Elpro International LimitedJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Golar LNG LimitedJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Cheniere Energy, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Bunge Global SAJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Navios Maritime Partners L.P.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Tidewater Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Leslie's, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
agilon health, inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
The Oncology Institute, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
Nebius Group N.V.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026
AST SpaceMobile, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers26 Jun 2026