EPISODE · Apr 25, 2022 · 33 MIN
Bonus episode: Randy Baron updates $AMRS and $RNLX
from Yet Another Value Podcast · host Andrew Walker
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=UyPsEybQEnbnE9riOPd5yQRandy's appearance on AMRS: https://twitter.com/AndrewRangeley/status/1407669290241777666?s=20Randy's appearance on RNLX: https://twitter.com/AndrewRangeley/status/1448604500009242632?s=20Chapters0:00 Intro0:45 RNLX update4:05 AMRS update9:45 AMRS's November convert raise: good or bad?15:15 Valuing AMRS's consumer brands20:20 Should AMRS just be focusing on consumer brands?25:15 AMRS capital needs going forward28:40 AMRS's management comp and shareholder alignment
What this episode covers
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=UyPsEybQEnbnE9riOPd5yQRandy's appearance on AMRS: https://twitter.com/AndrewRangeley/status/1407669290241777666?s=20Randy's appearance on RNLX: https://twitter.com/AndrewRangeley/status/1448604500009242632?s=20Chapters0:00 Intro0:45 RNLX update4:05 AMRS update9:45 AMRS's November convert raise: good or bad?15:15 Valuing AMRS's consumer brands20:20 Should AMRS just be focusing on consumer brands?25:15 AMRS capital needs going forward28:40 AMRS's management comp and shareholder alignment
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Bonus episode: Randy Baron updates $AMRS and $RNLX
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