Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC

Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap, which significantly increases its risk, but Jeff and Thomas think the company is likely to have a successful settlement of their preferred stock. After settlement, AAMC should have net cash per share in excess of today's share price, and then the company could make a significantly accrettive acquisition.Jeff's original tweet on AAMC: https://twitter.com/ragnarisapirate/status/1433519100152721412?s=20Jeff's YAVP first appearance on THRY: https://youtu.be/196QthwtDMkThomas's first YAVP appearance on GOED: https://youtu.be/eKnnl7AaMMAChapters0:00 Intro1:30 AAMC overview6:40 Some extra AAMC goodies7:25 Why will Luxor settle their prefs?11:40 Bill Erbey's background16:15 Discussing a potential crypto acquisition23:10 How a crypto transaction could rhyme with SPRT28:00 Discussing a fix and flip34:55 Other possible deals36:55 The longshot Erbey / Blackrock lawsuit41:55 AAMC's cash burn43:30 Could AAMC's new execs reinforce the potential upside here?45:00 Closing thoughts