Yet Another Value Podcast

327 Episoder

1. Chris DeMuth's State of the Markets for April 2023

   Udgivet: 2.5.2023
2. Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

   Udgivet: 24.4.2023
3. Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

   Udgivet: 19.4.2023
4. Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

   Udgivet: 13.4.2023
5. Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

   Udgivet: 10.4.2023
6. Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

   Udgivet: 3.4.2023
7. Chris DeMuth's State of the Markets for March 2023

   Udgivet: 31.3.2023
8. Alex Morris provides 2023 overview on Cable and what makes Media so attractive

   Udgivet: 28.3.2023
9. John Maxfield on Investing in Banks in a Post-SIVB World

   Udgivet: 21.3.2023
10. An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

    Udgivet: 20.3.2023
11. Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG

    Udgivet: 14.3.2023
12. Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

    Udgivet: 7.3.2023
13. Chris DeMuth's State of the Markets February 2023

    Udgivet: 1.3.2023
14. Yaron Naymark on IWG's value case

    Udgivet: 27.2.2023
15. Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

    Udgivet: 13.2.2023
16. Chris DeMuth's State of the Markets January 2023

    Udgivet: 30.1.2023
17. Artem Fokin from Caro-Kann on Kaspi $KSPI

    Udgivet: 23.1.2023
18. Jeremy Raper on his Serica engagement campaign (SQZ)

    Udgivet: 19.1.2023
19. Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

    Udgivet: 9.1.2023
20. Tidewater's management on the offshore inflection $TDW

    Udgivet: 6.1.2023