Kontrarian Korner #5 - Unemployed Value Degen
Kontrarian Korner · Ben Kelleran and Unemployed Value Degen
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Show Notes
I had Steve from Unemployed Value Degen on the podcast the other day. He’s a relatively new Substack writer, and I was interested to chat with him on Transocean $RIG and several other companies he’s interested in. You can find his Substack here. If you want to watch it on YouTube, here’s a link. We spent a good bit of time chatting about Transocean and offshore, but we also covered several other stocks, including:
* Sibanye Stillwater $SBSW and his thoughts on the mining sector
* Peabody Energy $BTU and his thoughts on their buyback program.
* He also talks about some stocks that are frequent targets of short sellers.
* B. Riley $RILY , and why he thinks their core business could improve after a rough couple years, and some of the assets they could sell.
* GameStop $GME , and how he thinks there could be value there outside of the speculative mania.
* Medical Properties Trust $MPW , and his thoughts on the issues with a main tenant and the discount to book value.
* His book recommendations: Opening Skinner’s Box by Lauren Slater and On The Nature Of Mass Movements by Eric Hoffer
Disclaimer
I own shares of Transocean and Peabody Energy. I also own calls on Transocean and Peabody Energy. You should do your own research before making any investment decisions. Different investment strategies have different risk/return profiles which should be considered before making any decisions.
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