Yet Another Value Podcast

Bonus episode: Randy Baron updates $AMRS and $RNLX

Apr 25, 2022

33:38

Creator website

Highlights

AI Chapters

Episode notes

Are You Seeing a Three to Four X Increase in the Spend?

01:59

Are We Going to Extend Our Brands?

01:34

Equity Raising

03:52

Introduction

4min

J v N - The Leader in Synthetic Biology

4min

Are We Going to Extend Our Brands?

2min

Equity Raising

4min

Amorous Hair Brand - I'm Covering My Face

2min

How Do You Value Biosance Products?

2min

Are You Seeing a Three to Four X Increase in the Spend?

2min

C PG, Branc Ynow, Once Is Luck.

3min

Is Scalia a Killer C PG Brand?

2min

10.

Amorus

5min

11.

Cable Vision

2min

12.

You Don't Fire People When They Fail

3min

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=UyPsEybQEnbnE9riOPd5yQ
Randy's appearance on AMRS: https://twitter.com/AndrewRangeley/status/1407669290241777666?s=20
Randy's appearance on RNLX: https://twitter.com/AndrewRangeley/status/1448604500009242632?s=20

Chapters
0:00 Intro
0:45 RNLX update
4:05 AMRS update
9:45 AMRS's November convert raise: good or bad?
15:15 Valuing AMRS's consumer brands
20:20 Should AMRS just be focusing on consumer brands?
25:15 AMRS capital needs going forward
28:40 AMRS's management comp and shareholder alignment

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