CAR - Carvana Vroom BuzzFeed Encore Wire - Getting Paid To Take Risks With Courage & Conviction Investing
2024-04-04 12:30:00 ET
Summary
- The market doesn't understand Carvana and Vroom, according to Courage & Conviction Investing.
- BuzzFeed's recent sale and balance sheet improvements make it an interesting investment opportunity.
- Encore Wire has strong fundamentals and a high short interest, making it a potential target for a short squeeze.
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Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode .
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Transcript
Rena Sherbill: Courage & Conviction Investing, you run Second Wind Capital on Seeking Alpha. That's an Investing Group that you run. You focus on small cap stocks. That's what you've been talking about last couple of times you've been on the show, but also how you approach them specific to certain stocks and then broad picture when you're talking about small caps. I'd love to get your thoughts on how you're looking at small caps, thinking about them, how you think investors might want to think about them?...
Carvana, Vroom, BuzzFeed, Encore Wire - Getting Paid To Take Risks With Courage & Conviction Investing