Yet Another Value Podcast

327 Episoder

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

   Udgivet: 1.8.2023
2. Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

   Udgivet: 25.7.2023
3. Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

   Udgivet: 21.7.2023
4. Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

   Udgivet: 19.7.2023
5. Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

   Udgivet: 13.7.2023
6. Colarion Partners' Sam Haskell on the financial sector and banks

   Udgivet: 10.7.2023
7. Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

   Udgivet: 3.7.2023
8. Chris DeMuth's State of the Markets June 2023

   Udgivet: 29.6.2023
9. Papyrus Capital's Nitin Sacheti updates his $VATE thesis

   Udgivet: 23.6.2023
10. Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

    Udgivet: 20.6.2023
11. Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

    Udgivet: 16.6.2023
12. 1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

    Udgivet: 12.6.2023
13. Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

    Udgivet: 9.6.2023
14. Brian McGough from Hedgeye on the (dismal) State of Retail

    Udgivet: 7.6.2023
15. Chris DeMuth's State of the Markets May 2023

    Udgivet: 1.6.2023
16. The Chancery Daily and the Case of the Apes and $AMC

    Udgivet: 26.5.2023
17. BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

    Udgivet: 21.5.2023
18. BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

    Udgivet: 21.5.2023
19. Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

    Udgivet: 15.5.2023
20. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

    Udgivet: 8.5.2023