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	Podcast:		Yet Another Value Podcast
	Episode:		Jacob Rubin from Philosophy Capital on $ESGC
	Category:		Business
	Duration:		01:15:23
	Publish Date:		2021-03-02 13:00:00
	Description:		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/
	Total Play:		0