Portfolio manager, Uzo Capital
3 dated public stances tracked since 2025-06-18, most recently 2025-06-18. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jerome Uzo Capital's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jerome Uzo Capital is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-06-18 | PLBY | bullish | +6.8% | +21.1% | -1.4% |
| 2025-06-18 | MCB | bullish | +19.9% | +24.0% | +45.2% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| IWG | 1 | | 1 bullish | 2025-06-18 |
| MCB | 1 | | 1 bullish | 2025-06-18 |
| PLBY | 1 | | 1 bullish | 2025-06-18 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-06-18
PLBY
bullish
Planet MicroCap · video
Playboy is transitioning to a near-100% royalty business that could trade at 3-5x cash flow, while the Byborg licensing deal—where the counterparty agreed to buy ~30% of shares at a 50-100% premium and retains only 75% of upside profits—signals that an…
“this could be on three times cash flow and be a 100% royalty business that those businesses are worth a lot”
90d +6.8% · 180d +21.1% · 1y -1.4%
Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital
2025-06-18
IWG
bullish
Planet MicroCap · video
IWG's rapidly growing managed/franchise office business generates royalty-like margins that drop straight to the bottom line, but the market still prices the stock as a legacy office-leasing company, creating a large rerating opportunity as the business-mix…
“their new business which is growing like a freight train is a managed and franchise business where the margins are astronomical”
Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital
2025-06-18
MCB
bullish
Planet MicroCap · video
McCoy Global's new autonomous oilfield tools require a proprietary software package to interoperate, creating a large recurring high-margin software revenue stream layered on top of a legacy replacement-parts business, which should drive earnings growth and a…
“oh my god this is a big recurring revenue stream which is all that software is massive margin”
90d +19.9% · 180d +24.0% · 1y +45.2%
Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital
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