Yet Another Value Podcast

327 Episoder

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

   Udgivet: 24.10.2023
2. Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

   Udgivet: 17.10.2023
3. Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

   Udgivet: 12.10.2023
4. Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

   Udgivet: 9.10.2023
5. HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

   Udgivet: 6.10.2023
6. Chris DeMuth's State of the Markets September 2023

   Udgivet: 4.10.2023
7. Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

   Udgivet: 3.10.2023
8. Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

   Udgivet: 2.10.2023
9. B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

   Udgivet: 27.9.2023
10. Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

    Udgivet: 25.9.2023
11. Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

    Udgivet: 23.9.2023
12. Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

    Udgivet: 13.9.2023
13. Chris DeMuth's State of the Markets August 2023

    Udgivet: 1.9.2023
14. Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

    Udgivet: 31.8.2023
15. Choice Equities' Mitchell Scott making the case that $CROX is not a fad

    Udgivet: 24.8.2023
16. Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

    Udgivet: 18.8.2023
17. Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

    Udgivet: 14.8.2023
18. Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

    Udgivet: 11.8.2023
19. Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

    Udgivet: 7.8.2023
20. Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

    Udgivet: 2.8.2023