Yet Another Value Podcast

327 Epizód

1. David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

   Közzétéve: 2025. 03. 31.
2. Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

   Közzétéve: 2025. 03. 24.
3. Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

   Közzétéve: 2025. 03. 21.
4. Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

   Közzétéve: 2025. 03. 19.
5. Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company

   Közzétéve: 2025. 03. 14.
6. Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter

   Közzétéve: 2025. 03. 11.
7. Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)

   Közzétéve: 2025. 03. 05.
8. Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research

   Közzétéve: 2025. 02. 28.
9. Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

   Közzétéve: 2025. 02. 26.
10. Yet Another Value's special situation: Sage Therapeutics $SAGE

    Közzétéve: 2025. 02. 20.
11. Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

    Közzétéve: 2025. 02. 19.
12. Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

    Közzétéve: 2025. 02. 13.
13. SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

    Közzétéve: 2025. 02. 11.
14. Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy

    Közzétéve: 2025. 02. 07.
15. Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model

    Közzétéve: 2025. 02. 04.
16. 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

    Közzétéve: 2025. 02. 02.
17. Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

    Közzétéve: 2025. 01. 22.
18. Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"

    Közzétéve: 2025. 01. 21.
19. More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)

    Közzétéve: 2025. 01. 15.
20. Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL

    Közzétéve: 2025. 01. 02.