Featuring episodes from our show: Investing Experts
Seeking Alpha Podcasts surface market insights from seasoned analysts, portfolio managers, and industry insiders. This month’s episodes explore where fundamentals still matter most—from streaming profitability and cannabis policy to shipping cycles and overlooked stock opportunities.
There Is No Streaming War
Guest: Dan Rayburn, Streaming Media Analyst
Netflix remains central to streaming headlines as potential deals circulate, but Dan Rayburn explains why investors should focus on results, not speculation. Learn how the industry is shifting from growth at all costs to profitability and which metrics matter most for picking the best streaming stocks right now.
Guests: Josh Rosen and Jerry Derevyanny from Bengal Capital
With renewed attention on U.S. federal cannabis policy, Rosen and Derevyanny discuss how regulatory shifts could impact U.S. cannabis operators. The episode focuses on how investors can evaluate fundamentals in a sector defined by state-level volatility, uncertain growth, and widespread leverage challenges.
Guest: J Mintzmyer, Founder of Value Investor’s Edge
J Mintzmyer shares his outlook for shipping in 2026 and beyond, including strategies for navigating downturns and where dry bulk may offer opportunity. Hear why balance sheet strength, backlog visibility, and fleet diversification matter more than ever and how macro trends and geopolitics are shaping the sector.
Guest: Chris DeMuth Jr., Founder of Rangeley Capital
Chris DeMuth Jr. discusses his approach to finding mispriced stocks, hidden value, and opportunities in misunderstood corners of the market. Topics include activist investing, selective “gambling” on asymmetric bets, and areas of interest such as healthcare and AI where inefficiencies still exist.
These are just a few of the timely conversations featured on our podcasts each month. Explore more episodes to hear how today’s leading investors and analysts are thinking about risk, opportunity, and positioning in the current market.
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