Yet Another Value Podcast

327 Epizód

1. Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives

   Közzétéve: 2024. 12. 27.
2. Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

   Közzétéve: 2024. 12. 20.
3. Asheville Capital Management's Jake Barfield on InPost's scaling moat

   Közzétéve: 2024. 12. 05.
4. First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

   Közzétéve: 2024. 11. 23.
5. Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

   Közzétéve: 2024. 11. 20.
6. Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

   Közzétéve: 2024. 11. 15.
7. KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL

   Közzétéve: 2024. 11. 08.
8. Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities

   Közzétéve: 2024. 10. 25.
9. Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

   Közzétéve: 2024. 10. 17.
10. GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

    Közzétéve: 2024. 10. 13.
11. Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

    Közzétéve: 2024. 09. 26.
12. Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

    Közzétéve: 2024. 09. 24.
13. MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

    Közzétéve: 2024. 09. 23.
14. Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

    Közzétéve: 2024. 09. 22.
15. Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

    Közzétéve: 2024. 09. 17.
16. Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré

    Közzétéve: 2024. 09. 16.
17. Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

    Közzétéve: 2024. 09. 10.
18. MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

    Közzétéve: 2024. 09. 05.
19. Chris DeMuth's State of the Markets August 2024

    Közzétéve: 2024. 08. 30.
20. Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

    Közzétéve: 2024. 08. 27.