Jacob Rubin from Philosophy Capital on $ESGC
Jacob Rubin, managing member and CIO at Philosophy Capital, joins the podcast to talk about his long thesis on Eros STX (ESGC), how he thinks the stock could respond to a global refi, and the long term upside as they successful integrate their assets.Disclosure: ESGC is a small cap and has a going concern risk; please do your own work and remember nothing on here is investing adviceChapters0:00 Intro4:00 Eros overview6:00 Pattern recognition from Loral (LORL)10:15 LORL's upside optionality / Canadian C-Band16:00 ESGC's solvable credit problem19:30 Eros's history with short reports22:40 Taking comfort in Liberty and Eros's CFO DD29:30 Pushing back on asset value36:00 Quantifying the post-refi upside52:40 Pushing back on the STX upside1:00:30 Pushing back the Eros Now Upside1:11:40 Quantifying the upsidePhilosophy Capital's Website: http://philosophycap.com/