About this episode
Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19. Subscribe to Second Wind Capital Show Notes: Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group BuzzFeed, Inc.: The Elephant In The Room Can Pirouette Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!