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Investment Strategies / Interesting Microcaps
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Author: bankersfate   😊 😞
Number: of 52 
Subject: 2 Micro-ish, 2 less so.
Date: 06/12/26 11:09 AM
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No. of Recommendations: 3
All-In "Best Ideas"
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy
(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
(40:20) Multicoin Capital's Kyle Samani pitches GEODNET
(54:50) The Besties recap the pitches and announce winners

https://www.youtube.com/watch?v=fO5sC7qS04E

MGM seems low risk, possible reward. The others are definitely more speculative.
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