Yet Another Value Podcast
En podcast af Andrew Walker
327 Episoder
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Udgivet: 23.8.2024 -
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Udgivet: 20.8.2024 -
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Udgivet: 14.8.2024 -
Chris DeMuth's State of the Markets July 2024
Udgivet: 5.8.2024 -
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Udgivet: 29.7.2024 -
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Udgivet: 25.7.2024 -
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Udgivet: 22.7.2024 -
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Udgivet: 15.7.2024 -
Chris DeMuth's State of the Markets June 2024
Udgivet: 3.7.2024 -
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Udgivet: 1.7.2024 -
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Udgivet: 27.6.2024 -
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Udgivet: 22.6.2024 -
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Udgivet: 18.6.2024 -
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Udgivet: 13.6.2024 -
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Udgivet: 10.6.2024 -
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Udgivet: 7.6.2024 -
Chris DeMuth's State of the Markets May 2024
Udgivet: 3.6.2024 -
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Udgivet: 3.6.2024 -
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Udgivet: 20.5.2024 -
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Udgivet: 17.5.2024
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
