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Lesaka: A $4.69 Stock With a $20–30 Case
A serial fintech builder, an overlooked South African platform, and a banking license that could change the economics.
Oct 8
•
Nick Nemeth
18
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
South Africa’s shift away from cash, the Bank Zero opportunity, and Lesaka’s path to compounding earnings per share.
Oct 7
•
Nick Nemeth
24
1:11:33
September 2026
An open letter to Senator Elizabeth Warren
The NAIC’s Answer Doesn’t Hold Up
Sep 27
•
Nick Nemeth
41
7
7
The Next AI Trade | Liam Dalton | Ep. 4
The memory bottleneck, the next leg of the AI trade, and what could break the cycle.
Sep 22
•
Nick Nemeth
and
Liam Dalton Jr.
37
6
2
1:19:58
QNT: The 100× Question
What happens if quantum computing becomes something companies cannot afford to be without?
Sep 18
•
Nick Nemeth
44
2
4
The Groupon Turnaround | Dušan Šenkypl & Rana Kashyap | Ep. 3
How Groupon Is Rebuilding Itself for the AI Era
Sep 11
•
Nick Nemeth
32
4
1
1:01:29
The Memory War
Investors fear the fire hose of AI capex could be choked off by the extreme memory shortage. Why a full-scale memory war may be the only way through…
Sep 9
•
Nick Nemeth
and
Liam Dalton Jr.
108
11
21
August 2026
The Guggenheim Universe
Eight life insurers file under four owners who swear they have nothing to do with each other. Read side by side, they hold one book of the same $40.6…
Aug 24
•
Nick Nemeth
195
28
53
The Numbers Person
Mark Walter's insurers are under grand jury subpoena. Every filing they're being investigated for carries the same signature, and it isn't his.
Aug 14
•
Nick Nemeth
89
6
5
The Software Reckoning | Aznaur Midov | Ep. 2
AI, Private Credit, and the Coming Stress Test
Aug 13
•
Nick Nemeth
and
DEBT SERIOUS
44
5
1
1:38:49
Emergency Press Conference: FRMI & GRPN
Somebody Bought the Power and Someone Sold the Traffic.
Aug 11
•
Nick Nemeth
46
5
3
The Last Bidder
A $4.1 billion buyout, a captive that is negative $10.8 billion without its permission slip, and the one bidder who didn't mind.
Aug 9
•
Nick Nemeth
43
12
5
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