Tim Weber updates $AMPY and talks the double dogs
Tim Weber, a private investor, returns to the podcast to provide an update on the $AMPY thesis and then discuss his double dog index, why it's been crushing the market so far this year, and his outlook for the dogs from here.Twebs double dog post: https://twebs.substack.com/p/introducing-the-double-dog-index?r=f389n&utm_campaign=post&utm_medium=web&s=rNote that there was a slight delay on Tim's end with the audio; I don't think it's a huge issue but wanted to assure you you are not going crazy if you hear a slight delay!Chapters0:00 Intro1:55 AMPY Update12:15 AMPY going forward19:15 The potential Eagle Ford sale and what it means of AMPY's PV-1024:05 AMPY's "generalist risk"26:45 Beta's California risk30:30 AMPY closing thoughts33:50 Discussing the double dogs index36:30 The United Steel (X) example42:10 What double dogs does Tim think are most attractive right now?47:20 Does the rush into the commodity space worry Tim?51:00 Should we be looking at broken growth instead of deep value right now?