Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide.

For more information about Rory Wallace and Outbridge Capital, please visit: https://www.outerbridgecapital.com/

Chapters:

[0:00] Introduction + Episode sponsor: Fintool

[2:06] What is Allot $ALLT and why is it so interesting to Rory

[7:22] What is Rory seeing with $ALLT thesis that that the market is missing

[12:11] Fundamental question RE: vendors and vendor stickiness with Verizon partnership

[20:51] Why are customers signing up for Verizon security service vs. something else

[27:34] What drove $ALLT run in stock price in last couple months

[30:44] What is different this time with the $ALLT pitch vs. past write-ups on VIC

[34:55] Management

[39:10] Is there a chance that AT&T would use the same CCAS provider as Verizon (Allot)

[43:36] Shareholder mindset of the company

[46:07] $ALLT valuation

[48:22] Competitive landscape

Today's sponsor: Fintool

Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That’s the old way of doing things before AI. With Fintool, you can ask any question and it’s going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.

Now- if you’ve tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you’re an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280

Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted."

You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi

Chapters:

[0:00] Introduction + Episode sponsor: Fintool

[3:03] Why Alex decided to write "Buffett and Munger Unscripted"

[7:53] When did the repetition build up (speaking to organization of the book)

[10:23] Incentives and ethical guardrails

[21:10] Biggest differences about Buffett over the last 20-30 years

[29:53] Nike

[39:14] Is there an industry that Berkshire hasn't really invested in after all of Alex's research

[41:56] Wal-Mart and Costco

[45:27] Predictability and cyclical businesses

[49:11] Alex's view of Buffett's thoughts on the market these days

[51:55] Parallels between Berkshire to Markel

[55:42] Banks

[1:04:22] Andrew's thoughts on Academy Sports + Outdoors, and the space in general

Today's sponsor: Fintool

Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That’s the old way of doing things before AI. With Fintool, you can ask any question and it’s going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.

Now- if you’ve tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you’re an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280

In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers Game See Byrne's writing at: https://www.thediff.co/ More Than a Numbers Game on amazon: https://amzn.to/4ajREfe

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