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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/