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.

7 / 17

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

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