Jacob Rubin from Philosophy Capital on $ESGC
About this episode
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 advice
Chapters
0:00 Intro
4:00 Eros overview
6:00 Pattern recognition from Loral (LORL)
10:15 LORL's upside optionality / Canadian C-Band
16:00 ESGC's solvable credit problem
19:30 Eros's history with short reports
22:40 Taking comfort in Liberty and Eros's CFO DD
29:30 Pushing back on asset value
36:00 Quantifying the post-refi upside
52:40 Pushing back on the STX upside
1:00:30 Pushing back the Eros Now Upside
1:11:40 Quantifying the upside
Philosophy Capital's Website: http://philosophycap.com/
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