Yet Another Value Podcast

327 Epizód

1. Chris DeMuth's State of the Markets October 2023

   Közzétéve: 2023. 10. 24.
2. Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

   Közzétéve: 2023. 10. 17.
3. Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

   Közzétéve: 2023. 10. 12.
4. Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

   Közzétéve: 2023. 10. 09.
5. HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

   Közzétéve: 2023. 10. 06.
6. Chris DeMuth's State of the Markets September 2023

   Közzétéve: 2023. 10. 04.
7. Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

   Közzétéve: 2023. 10. 03.
8. Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

   Közzétéve: 2023. 10. 02.
9. B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

   Közzétéve: 2023. 09. 27.
10. Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

    Közzétéve: 2023. 09. 25.
11. Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

    Közzétéve: 2023. 09. 23.
12. Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

    Közzétéve: 2023. 09. 13.
13. Chris DeMuth's State of the Markets August 2023

    Közzétéve: 2023. 09. 01.
14. Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

    Közzétéve: 2023. 08. 31.
15. Choice Equities' Mitchell Scott making the case that $CROX is not a fad

    Közzétéve: 2023. 08. 24.
16. Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

    Közzétéve: 2023. 08. 18.
17. Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

    Közzétéve: 2023. 08. 14.
18. Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

    Közzétéve: 2023. 08. 11.
19. Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

    Közzétéve: 2023. 08. 07.
20. Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

    Közzétéve: 2023. 08. 02.