Shows
Kontrarian KornerA Rare Solo Episode Of Kontrarian KornerThis is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI hope everyone had a good Thanksgiving last week, but I wanted to put out a short video this morning. I got a couple questions on Calumet $CLMT with the DOE loan and dilution, so I wanted to follow up after my recent podcast with Karst Research and Jake LaMotta. It won’t be a full breakdown, so you should watch that first if you’re interested. I also wanted to briefly cover the latest with Sable Offshore $SOC . The Fire Mars...2024-12-0405 min
Kontrarian KornerKontrarian Korner #28 - Calumet w/ Karst Research & Raging Bull CapitalYesterday I had two guests on the podcast, Karst Research and Dylan (aka Jake LaMotta, aka Raging Bull Capital), to talk about Calumet $CLMT . You should all go check out their Substacks below. You can also find them on Twitter (here and here). It was an interesting conversation on a stock that has several catalysts lined up in the near future. We talked about the DOE loan that is expected to close before year end, the different segments of the business, and more.Podcast Summary* We talked about the 30,000 foot view of Calumet, which has...2024-11-2157 min