JW

James Whelan

Person

Heard in 1 episode across 1 show since Oct 2026

James Whelan is an investment professional and host associated with SmallCaps, an InvestHouse AI Company. He is known for discussing investment markets and business developments through the Theory of Thing Investment Podcast.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What James Whelan has said on podcasts

14 statements

  1. on Firmus valuationNegativeOct 9, 2026· Theory of Thing Investment Podcast

    Firmus’s proposed valuation appeared excessive relative to its assets.

    “a probably an evaluation people found a little bit spicy especially for some company that maybe didn't really have as much stuff as they thought they might have had”

    Listen at 1:14

    Open the episode · Theory of Thing: A Firm No for Firmus
  2. on Firmus prospectusNegativeOct 9, 2026· Theory of Thing Investment Podcast

    Firmus’s prospectus lacked detail on funding its capital expenditure.

    “The prospectus was light on detail about how they were going to fund the colossal amount of capex.”

    Listen at 2:46

    Open the episode · Theory of Thing: A Firm No for Firmus
  3. on Firmus contracted capacityPositiveOct 9, 2026· Theory of Thing Investment Podcast

    Firmus’s bullish case involved more than 900 megawatts of contracted capacity.

    “The bull case was 900. Megawatt plus?”

    Listen at 4:59

    Open the episode · Theory of Thing: A Firm No for Firmus

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring James Whelan, newest first