Episodes

  • Innovated Food Shares Are Primed For Great Returns According to Sebastian Krog
    Aug 12 2025

    Innovative Food shares are primed for great returns according to Sebastian Krog. Today I talk Innovative Food Holdings (OTCQB: IVFH) with private investor Sebastian Krog. Innovative has gone through a major restructuring and has well aligned management from a well regarded retailer and a hand picked c-suite which make the investment well worth checking out. We discuss the recent history at Innovative Foods, activist involvement at Innovative Food Holdings, Innovative Food Holding’s new CEO and why it’s such a key factor in this turnaround story, market shares and fragmentation within the food distribution industry in the US, M&A or rollup opportunities within the food distribution industry, and CEO Bill Bennett’s experience and competence when it comes to getting the job done. We also discuss whether Innovative Food Holdings is market leader in a new innovative niche and possible implications for investors. Lastly, will insiders screw outside share holders out of their ownership? Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

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    43 mins
  • Is Alico Stock Ripe For Investment? From Oranges to Massive Real Estate Profits
    Jul 30 2025

    In this conversation, Lee Roach discusses Alico Ltd (NASDAQ: ALCO), a citrus producer transitioning to real estate development. He outlines the company's strategic shift, the special situation on offer for investors, market potential, and challenges faced due to historical events like hurricanes and citrus greening. Roach emphasizes the management's commitment to shareholder value and the implications of Florida's real estate landscape amidst inflation. He also explores the long-term outlook for Alico, highlighting the risks and potential rewards for investors. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

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    29 mins
  • Is 11 Bit Studios Stock A No-Brainer Special Situations Bet?
    Jul 22 2025

    In this special situation investing conversation, Evan Bleker and Ovidiu Voica discuss the Polish video game stock 11 Bit Studios, exploring its potential for growth, recent challenges, and the gaming industry landscape. They delve into the company's notable titles, including Frostpunk, and the investment opportunities it presents. The conversation also touches on technical difficulties faced during the call, highlighting the importance of reliable technology in communication. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

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    49 mins
  • IMAX China: Could a Looming Takeover Provide Great Stock Gains?
    Jul 15 2025

    In this conversation, Dylan Marrello discusses the investment potential of IMAX China, highlighting its unique position in the market, the evolution of its business model, and the impact of local language films on revenue. He emphasizes the company's low valuation, the potential for a buyout by the parent company, and the importance of navigating risks associated with investing in China. The discussion also covers the strategic shift from unit sales to revenue sharing and the role of buybacks in supporting stock performance. Overall, the conversation presents a compelling investment thesis for IMAX China, with a favorable risk-reward profile.

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    52 mins
  • A Major Catalyst In This Capital Starved Emerging Market Will Unlock Value
    Jul 8 2025

    Thinking about emerging markets? In this interview, Ricardo Gonzalez gives a pretty convincing argument for why Colombia should be on your radar. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com Ricardo Gonzalez Email ricardo@convexo3.com

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    37 mins
  • The Biggest Special Situation Opportunity of All Time For Small Investors? Think Japan...
    Jul 1 2025

    In this conversation, Evan Bleker and Bryan Shealy discuss the intricacies of investing in the Japanese market, focusing on the Tokyo Stock Exchange (TSE) and the opportunities it presents. Bryan shares his personal investing journey, emphasizing the importance of investing in profitable companies with growth potential. They delve into the TSE's initiatives to enhance company valuations and attract international investors, as well as the cultural aspects influencing corporate behavior in Japan. The discussion also covers strategies for engaging with Japanese companies and identifying growth potential in stocks. In this conversation, Bryan Shealy discusses the growth potential of companies in the anime sector, particularly focusing on Art Vivant, which derives most of its revenue from anime prints. He highlights the company's impressive shareholder returns through dividends and share buybacks, as well as its trading status below book value. Event Driven Daily www.eventdrivendaily.com Email for Bonus Stock Pick support@eventdrivendaily.com Net Net Hunter www.netnethunter.com Exploit Investing www.exploitinvesting.com

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    35 mins
  • Exploiting The Great Japanese Arbitrage Opportunity
    Jun 25 2025

    Last year Buffett announced a blockbuster move -- selling Japanese investors at rock bottom rates and then turning around to pick up two of their best trading houses. But did you know that a similar arbitrage opportunity is open to smaller investors? In this interview, I sit down with Oliver, aka @‌twaddle_inc , from X to discuss how he's exploiting this arbitrage right now. Event Driven Daily http://www.eventdrivendaily.com Net Net Hunter http://www.netnethunter.com Twaddle @‌twaddle_inc

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    41 mins
  • Oroco Resource Corp: An Unconventional Arbitrage With 10x Upside Potential?
    Jun 17 2025

    In this interview, Ney Torres walks us through his thesis for Oroco Resource Corp (TSX: OCO.V), and explains how the stock is far less risky today than it ever has been, despite offering enormous upside potential. Get a monthly list of all special situation stocks that we find in the market: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com Financially Free Podcast https://financiallyfreepodcast.libsyn.com/

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    31 mins