Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

Update: 2023-04-22

Description

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed prices while traditional venture investing retreats.

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In Channel

Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples

2023-10-2156:10

Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins

2023-10-1401:07:15

Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector

2023-10-0757:48

Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet

2023-09-3034:11

Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process

2023-09-0901:06:24

Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead

2023-07-2938:18

Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

2023-07-0842:42

Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.

2023-06-1701:27:20

Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi

2023-06-0358:46

Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t

2023-05-2001:19:20

Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

2023-05-0632:33

Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

2023-04-2201:21:06

Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead

2023-04-0857:20

Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition

2023-03-1853:07

Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line

2023-03-0452:36

Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)

2023-02-1853:26

Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)

2023-02-0456:44

Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT

2023-01-2148:07

Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes

2023-01-0744:41

Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery

2022-11-1249:51

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Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

#box-pro-ellipsis-175918956305447{-webkit-line-clamp:2;}Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

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Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment