Yet Another Value Podcast
By Andrew Walker
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Episodes: 286
Description
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
| Episode | Date |
|---|---|
|
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
|
Dec 20, 2024 |
|
Asheville Capital Management's Jake Barfield on InPost's scaling moat
|
Dec 05, 2024 |
|
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
|
Nov 23, 2024 |
|
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
|
Nov 20, 2024 |
|
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
|
Nov 15, 2024 |
|
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
|
Nov 08, 2024 |
|
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
|
Oct 25, 2024 |
|
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
|
Oct 17, 2024 |
|
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
|
Oct 13, 2024 |
|
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
|
Sep 26, 2024 |
|
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
|
Sep 24, 2024 |
|
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
|
Sep 23, 2024 |
|
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
|
Sep 22, 2024 |
|
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
|
Sep 17, 2024 |
|
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
|
Sep 16, 2024 |
|
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
|
Sep 10, 2024 |
|
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
|
Sep 05, 2024 |
|
Chris DeMuth's State of the Markets August 2024
|
Aug 30, 2024 |
|
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
|
Aug 27, 2024 |
|
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
|
Aug 23, 2024 |
|
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
|
Aug 20, 2024 |
|
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
|
Aug 14, 2024 |
|
Chris DeMuth's State of the Markets July 2024
|
Aug 05, 2024 |
|
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
|
Jul 29, 2024 |
|
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
|
Jul 25, 2024 |
|
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
|
Jul 22, 2024 |
|
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
|
Jul 15, 2024 |
|
Chris DeMuth's State of the Markets June 2024
|
Jul 03, 2024 |
|
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
|
Jul 01, 2024 |
|
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
|
Jun 27, 2024 |
|
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
|
Jun 22, 2024 |
|
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
|
Jun 18, 2024 |
|
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
|
Jun 13, 2024 |
|
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
|
Jun 10, 2024 |
|
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
|
Jun 07, 2024 |
|
Chris DeMuth's State of the Markets May 2024
|
Jun 03, 2024 |
|
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
|
Jun 03, 2024 |
|
Asif Suria on the Six Special Situation Strategies to Outperform the Market
|
May 20, 2024 |
|
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
|
May 17, 2024 |
|
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
|
May 14, 2024 |
|
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
|
May 08, 2024 |
|
Chris DeMuth's State of the Markets April 2024
|
May 05, 2024 |
|
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
|
Apr 29, 2024 |
|
Matt Turk on why corporate history matters with Target Hospitality $TH
|
Apr 23, 2024 |
|
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
|
Apr 17, 2024 |
|
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
|
Apr 12, 2024 |
|
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
|
Apr 08, 2024 |
|
Chris DeMuth's State of the Markets March 2024
|
Apr 02, 2024 |
|
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
|
Mar 27, 2024 |
|
Matt Warder shares state of the coal markets + $AMR $HCC
|
Mar 26, 2024 |
|
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
|
Mar 21, 2024 |
|
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
|
Mar 18, 2024 |
|
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
|
Mar 14, 2024 |
|
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
|
Mar 11, 2024 |
|
Chris DeMuth's State of the Markets February 2024
|
Mar 05, 2024 |
|
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
|
Mar 03, 2024 |
|
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
|
Feb 22, 2024 |
|
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
|
Feb 19, 2024 |
|
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
|
Feb 07, 2024 |
|
Chris DeMuth's State of the Markets January 2024
|
Feb 01, 2024 |
|
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
|
Jan 25, 2024 |
|
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
|
Jan 19, 2024 |
|
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
|
Jan 16, 2024 |
|
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
|
Jan 12, 2024 |
|
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
|
Jan 09, 2024 |
|
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
|
Jan 07, 2024 |
|
Chris DeMuth's State of the Markets December 2023
|
Jan 02, 2024 |
|
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
|
Dec 27, 2023 |
|
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
|
Dec 22, 2023 |
|
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
|
Dec 20, 2023 |
|
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
|
Dec 20, 2023 |
|
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
|
Dec 15, 2023 |
|
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
|
Dec 11, 2023 |
|
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
|
Dec 08, 2023 |
|
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
|
Dec 07, 2023 |
|
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
|
Dec 05, 2023 |
|
Chris DeMuth's State of the Markets November 2023
|
Dec 02, 2023 |
|
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
|
Nov 30, 2023 |
|
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
|
Nov 13, 2023 |
|
Chris DeMuth's State of the Markets October 2023
|
Oct 24, 2023 |
|
Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
|
Oct 17, 2023 |
|
Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies
|
Oct 12, 2023 |
|
Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
|
Oct 09, 2023 |
|
HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
|
Oct 06, 2023 |
|
Chris DeMuth's State of the Markets September 2023
|
Oct 04, 2023 |
|
Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case
|
Oct 03, 2023 |
|
Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM
|
Oct 02, 2023 |
|
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis
|
Sep 27, 2023 |
|
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR
|
Sep 25, 2023 |
|
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst
|
Sep 23, 2023 |
|
Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC
|
Sep 13, 2023 |
|
Chris DeMuth's State of the Markets August 2023
|
Sep 01, 2023 |
|
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day
|
Aug 31, 2023 |
|
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
|
Aug 24, 2023 |
|
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
|
Aug 18, 2023 |
|
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
|
Aug 14, 2023 |
|
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
|
Aug 11, 2023 |
|
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
|
Aug 07, 2023 |
|
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
|
Aug 02, 2023 |
|
Chris DeMuth's State of the Markets July 2023
|
Aug 01, 2023 |
|
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
|
Jul 25, 2023 |
|
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
|
Jul 21, 2023 |
|
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
|
Jul 19, 2023 |
|
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
|
Jul 13, 2023 |
|
Colarion Partners' Sam Haskell on the financial sector and banks
|
Jul 10, 2023 |
|
Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO
|
Jul 03, 2023 |
|
Chris DeMuth's State of the Markets June 2023
|
Jun 29, 2023 |
|
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
|
Jun 23, 2023 |
|
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
|
Jun 20, 2023 |
|
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
|
Jun 16, 2023 |
|
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
|
Jun 12, 2023 |
|
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
|
Jun 09, 2023 |
|
Brian McGough from Hedgeye on the (dismal) State of Retail
|
Jun 07, 2023 |
|
Chris DeMuth's State of the Markets May 2023
|
Jun 01, 2023 |
|
The Chancery Daily and the Case of the Apes and $AMC
|
May 26, 2023 |
|
BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
|
May 21, 2023 |
|
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
|
May 21, 2023 |
|
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
|
May 15, 2023 |
|
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
|
May 08, 2023 |
|
Chris DeMuth's State of the Markets for April 2023
|
May 02, 2023 |
|
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
|
Apr 24, 2023 |
|
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
|
Apr 19, 2023 |
|
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
|
Apr 13, 2023 |
|
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
|
Apr 10, 2023 |
|
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
|
Apr 03, 2023 |
|
Chris DeMuth's State of the Markets for March 2023
|
Mar 31, 2023 |
|
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
|
Mar 28, 2023 |
|
John Maxfield on Investing in Banks in a Post-SIVB World
|
Mar 21, 2023 |
|
An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
|
Mar 20, 2023 |
|
Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG
|
Mar 14, 2023 |
|
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
|
Mar 07, 2023 |
|
Chris DeMuth's State of the Markets February 2023
|
Mar 01, 2023 |
|
Yaron Naymark on IWG's value case
|
Feb 27, 2023 |
|
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
|
Feb 13, 2023 |
|
Chris DeMuth's State of the Markets January 2023
|
Jan 30, 2023 |
|
Artem Fokin from Caro-Kann on Kaspi $KSPI
|
Jan 23, 2023 |
|
Jeremy Raper on his Serica engagement campaign (SQZ)
|
Jan 19, 2023 |
|
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
|
Jan 09, 2023 |
|
Tidewater's management on the offshore inflection $TDW
|
Jan 06, 2023 |
|
Chris DeMuth's State of the Markets December 2022
|
Dec 22, 2022 |
|
Lionel Hutz on Liquidia's patent battle $LQDA
|
Dec 19, 2022 |
|
Mordechai Yavneh on Silicon Motion $SIMO
|
Dec 15, 2022 |
|
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
|
Dec 12, 2022 |
|
AJ Secrist from Firstlight Management on Lamb Weston $LW
|
Dec 08, 2022 |
|
Half Moon Capital on Oxford Industries $OXM
|
Dec 05, 2022 |
|
Chris DeMuth's State of the Markets November 2022
|
Dec 01, 2022 |
|
Michael Fritzell from Asian Century Stocks on Casio Computer
|
Nov 21, 2022 |
|
The Koala ventures through the commodity space and Ivanhoe Electric (IE)
|
Nov 16, 2022 |
|
Samir Patel from Askeladden Capital on MIX Telematics $MIXT
|
Nov 14, 2022 |
|
Bill Chen on HHC's value and Ackman's pending tender
|
Nov 07, 2022 |
|
Chris Lee discusses his winning stock pitch on $DLA
|
Nov 04, 2022 |
|
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
|
Oct 26, 2022 |
|
Luis Sanchez lays out the $IBKR thesis
|
Oct 17, 2022 |
|
Lionel Hutz explains why Elon will own Twitter $TWTR
|
Oct 14, 2022 |
|
Doug from Fabricated Knowledge on $SITM
|
Oct 10, 2022 |
|
Zack Buckley on Xponential Fitness $XPOF
|
Oct 06, 2022 |
|
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
|
Sep 30, 2022 |
|
Chris DeMuth's State of the Markets September 2022
|
Sep 28, 2022 |
|
The CoVest Select team on launching CoVest and their $OEC thesis
|
Sep 21, 2022 |
|
Dave Waters of Alluvial Capital on $PX
|
Sep 16, 2022 |
|
James Elbaor is investing in Bill Ackman at a Discount $PSH
|
Sep 12, 2022 |
|
Jon Boyar on the Dolan Discounts at $MSGS and $MSGE
|
Aug 26, 2022 |
|
Andrew Carreon from Emeth Value on Diversified Energy $DEC
|
Aug 22, 2022 |
|
Chris DeMuth's State of the Markets August 2022
|
Aug 17, 2022 |
|
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
|
Aug 09, 2022 |
|
David from Kingdom Capital on UNTC
|
Aug 02, 2022 |
|
Chris DeMuth's state of the markets July 2022
|
Jul 28, 2022 |
|
PJ Kurzweil on Spectrum Brands SPB
|
Jul 18, 2022 |
|
Jeremy Raper on the event driven market July 2022
|
Jul 11, 2022 |
|
Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
|
Jul 01, 2022 |
|
Chris DeMuth's State of the Markets June 2022 (podcast #114)
|
Jun 23, 2022 |
|
Brian Laks from Old West on Tin's Alpha Potential
|
Jun 16, 2022 |
|
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
|
Jun 10, 2022 |
|
PJ Kurzweil sees smooth sailing ahead for BC
|
May 31, 2022 |
|
Michael Fritzell from Asian Century Stocks on T. Hasegawa
|
May 27, 2022 |
|
Evan Tindell thinks Elon Musk will close the Twitter acquisition
|
May 25, 2022 |
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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
|
May 20, 2022 |
|
Luis Sanchez drives home the Endor thesis (Podcast #107)
|
May 19, 2022 |
|
Chris DeMuth's state of the markets May 2022
|
May 12, 2022 |
|
Bill Chen on Clipper Realty and the NYC apartment boom
|
May 09, 2022 |
|
Bonus episode: Randy Baron updates $AMRS and $RNLX
|
Apr 25, 2022 |
|
Randy Baron's bull case on $GDS
|
Apr 22, 2022 |
|
Andrew Wagner on Copart (CPRT)
|
Apr 18, 2022 |
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Bob Robotti on WLK and the revenge of the old economy
|
Apr 14, 2022 |
|
Conor Maguire sees value in Wickes
|
Apr 08, 2022 |
|
Swen Lorenz from Undervalued-Shares on $IWG
|
Apr 04, 2022 |
|
Tim Weber updates $AMPY and talks the double dogs
|
Mar 21, 2022 |
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Chris Colvin thinks Veritas is stealing $HMHC
|
Mar 17, 2022 |
|
Louis Camhi on the opportunities in the SPAC market
|
Mar 07, 2022 |
|
Jeremy Raper is going FAR
|
Feb 28, 2022 |
|
Bill Chen breaks down $FRPH's SOTP
|
Feb 22, 2022 |
|
Jon Boyar thinks SMG's stock is set to grow
|
Feb 07, 2022 |
|
Rich Howe thinks NXDT could be the next NXRT
|
Feb 03, 2022 |
|
Josh Young journeys through the energy sector
|
Jan 27, 2022 |
|
Keith Smith thinks TIGO is a cheap special situation
|
Jan 24, 2022 |
|
Vadim Perelman's Basic-Fit thesis $BFIT
|
Jan 13, 2022 |
|
Chris DeMuth's best idea for 2022 is $RENN
|
Jan 09, 2022 |
|
Jacob Rubin sees value in $GLNG
|
Dec 21, 2021 |
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Jacob Rubin is flying with $FTAI
|
Dec 17, 2021 |
|
Kuppy is active on $LEE
|
Dec 16, 2021 |
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Chris McIntyre thinks $MSGE is a cheap stock
|
Dec 14, 2021 |
|
Sleepwell and Enlightened are allied in the $ALLY bull case
|
Dec 13, 2021 |
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Andrew Freedman walks through the TMT space
|
Dec 06, 2021 |
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Ari Lazar sees value in $KW
|
Dec 02, 2021 |
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Richard Sosa sees value in DFIN's niche
|
Nov 18, 2021 |
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Evan Tindell sees value in $TME
|
Nov 15, 2021 |
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Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
|
Nov 10, 2021 |
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Aaron Edelheit is high on Cannabis stocks
|
Nov 04, 2021 |
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Jeremy Raper discusses POSaBIT $POSAF
|
Nov 03, 2021 |
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Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal
|
Nov 02, 2021 |
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Nitin Sacheti breaks down $VATE's SOTP
|
Oct 26, 2021 |
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Felix Narhi discusses Stitch Fix $SFIX
|
Oct 20, 2021 |
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Randy Baron discusses Renalytix $RNLX
|
Oct 14, 2021 |
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Tim Weber is bullish $AMPY despite the oil spill
|
Oct 08, 2021 |
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Leo Kang from Plum Capital on $ATTO
|
Sep 30, 2021 |
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Ben Claremon on $LUMN
|
Sep 27, 2021 |
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The Bear Cave is Watching $YOU
|
Sep 24, 2021 |
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Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
|
Sep 10, 2021 |
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Kyler Hasson helps me bag hold $ATUS
|
Sep 08, 2021 |
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Brian Laks covers the #uranium and Nexgen bull cases $NXE
|
Sep 04, 2021 |
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Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF
|
Sep 01, 2021 |
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A $GOED investment thesis that WARRANTs a look with Thomas Braziel
|
Aug 26, 2021 |
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Louis Camhi presents an ORIGINal investment thesis $ORGN
|
Aug 20, 2021 |
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Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF
|
Aug 18, 2021 |
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Sean Iddings on the bull case for $EXPI
|
Aug 06, 2021 |
|
Chris Krug from Chatham Harbor Capital on Performant $PFMT
|
Jul 28, 2021 |
|
Artem Fokin from Caro-Kann on Burford's bull case
|
Jul 18, 2021 |
|
Adam Lindsay takes a TRIP through the LTRPA bull thesis
|
Jul 14, 2021 |
|
Kyle Cerminara on deSPACing OppFi with $FGNA
|
Jul 08, 2021 |
|
Uncovering CATO's value with Mike Melby
|
Jun 30, 2021 |
|
Brian Mosoff from Ether Capital on the bull case for Ether
|
Jun 29, 2021 |
|
Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology
|
Jun 23, 2021 |
|
James Elbaor is investing in Dan Loeb at a Discount $TPOU
|
Jun 17, 2021 |
|
Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
|
Jun 10, 2021 |
|
Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit
|
May 25, 2021 |
|
Bitcoin futures arb and trading the crypto market with David Fauchier
|
May 20, 2021 |
|
Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
|
May 17, 2021 |
|
A roundtable on Angi $ANGI
|
May 12, 2021 |
|
Javier from Blind Squirrel discusses Netflix $NFLX
|
May 04, 2021 |
|
Neil Cataldi from Blueprint on Sanara Medtech $SMTI
|
May 03, 2021 |
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Alex Morris from TSOH on Spotify $SPOT
|
Apr 30, 2021 |
|
Jeremy Raper goes activist on Hunter Douglas $HDG
|
Apr 27, 2021 |
|
Ian Bezek on RenRen $RENN
|
Apr 22, 2021 |
|
Francisco Olivera from Arevilo Capital on Roblox $RBLX
|
Apr 20, 2021 |
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Cove Street Capital on Viemed (VMD)
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Apr 19, 2021 |
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Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
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Apr 14, 2021 |
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Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK
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Apr 09, 2021 |
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Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal
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Apr 05, 2021 |
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Edwin Dorsey from Bear Cave on Otonomo $SAII
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Mar 31, 2021 |
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Jeff Moore discusses Thryv $THRY
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Mar 29, 2021 |
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Cove Street Capital on Viasat $VSAT
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Mar 23, 2021 |
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Mostly Borrowed Ideas on Autodesk ( $ADSK)
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Mar 22, 2021 |
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Will Barnes from In Practise on Naked Wines
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Mar 18, 2021 |
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Jacob Rubin from Philosophy Capital on $ESGC
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Mar 02, 2021 |
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Joe Boskovich on WildBrain $WLDBF
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Feb 18, 2021 |
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Shehryar Khursheed from Return on Capital on $RH's bull case
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Feb 02, 2021 |
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Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze
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Feb 01, 2021 |
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Mario Cibelli on the $WWE bull case
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Jan 29, 2021 |
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Elliot Turner on Twitter $TWTR
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Jan 22, 2021 |
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Jeremy Raper on Haier Smart Home
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Jan 19, 2021 |
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Steve Clapham, author of The Smart Money Method
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Dec 07, 2020 |
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Jeremy Raper on Bragg Gaming (BRAG.V)
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Dec 01, 2020 |
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Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
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Nov 24, 2020 |
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Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
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Nov 20, 2020 |
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Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming
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Nov 16, 2020 |
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Boyar Value Group on the value in MSGS, IAC, and ANGI
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Nov 09, 2020 |
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Mike Melby from Gate City Capital on Amrep $AXR
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Nov 03, 2020 |
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Why Ryan O'Connor is bullish Nintendo $NTDOY
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Oct 23, 2020 |
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Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH)
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Oct 19, 2020 |
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Mostly Borrowed Ideas on Etsy
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Oct 16, 2020 |
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A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again)
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Oct 08, 2020 |
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Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH
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Oct 06, 2020 |
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Minion Capital (aka Shomik Ghosh) on Shopify and VC investing
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Oct 02, 2020 |
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Packy McCormick from Not Boring on Opendoor $IPOB
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Sep 29, 2020 |
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Shopping for value: Bill Brewster on $QRTEA
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Sep 15, 2020 |
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A threesome on drugs: talking $BMYRT with Matt and Dan
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Sep 14, 2020 |
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Clifford Sosin on Cardlytics $CDLX
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Sep 10, 2020 |
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Marc Rubinstein from Net Interest on the Financial Sector
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Sep 03, 2020 |
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Dave Waters of Alluvial Capital / OTCAdventures on $PIOE
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Aug 31, 2020 |
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Byrne Hobart from The Diff on The Death of FANG+
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Aug 20, 2020 |
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Mario Cibelli from Marathon Partners on $UBER
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Aug 19, 2020 |
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David Kim from Scuttleblurb on Carvana $CVNA
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Aug 11, 2020 |
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Mike from Non-Gaap on the Corporate Dark Arts
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Aug 06, 2020 |
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Elliot Turner on Dropbox $DBX
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Aug 04, 2020 |
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Jeremy Raper on StoneX $SNEX
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Aug 03, 2020 |
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Announcing Yet Another Value Podcast
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Jul 29, 2020 |