Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap

Planet MicroCap Podcast | MicroCap Investing Strategies

My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, including: counter cyclicality, offshore oil drilling, commercial real estate, coal, buying scarce assets, inflation protection, and more! We also talk at length about his largest position, Cipher Pharmaceuticals.

Dylan mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them.

For more information about Raging Bull Investments Substack, please visit: https://ragingbullinvestments.substack.com/

You can Follow Dylan on Twitter/X @ragingbullcap: https://x.com/ragingbullcap

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