Bonus episode: Randy Baron updates $AMRS and $RNLX
About this episode
In this special bonus episode, Randy Baron provides updates on his prior podcast appearances on RNLX and AMRS.
Randy's appearance on GDS: https://twitter.com/AndrewRangeley/status/1517512427071545346?s=20&t=UyPsEybQEnbnE9riOPd5yQ
Randy's appearance on AMRS: https://twitter.com/AndrewRangeley/status/1407669290241777666?s=20
Randy's appearance on RNLX: https://twitter.com/AndrewRangeley/status/1448604500009242632?s=20
Chapters
0:00 Intro
0:45 RNLX update
4:05 AMRS update
9:45 AMRS's November convert raise: good or bad?
15:15 Valuing AMRS's consumer brands
20:20 Should AMRS just be focusing on consumer brands?
25:15 AMRS capital needs going forward
28:40 AMRS's management comp and shareholder alignment
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