@yetanothervaluepodcast Yet Another Value Podcast
Yet Another Value Podcast posts on YouTube about investment, business, stocks, twitter the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance stocks technology brands social networks exchanges countries cryptocurrencies travel destinations celebrities automotive brands
Social topic influence investment, business, stocks, twitter, finance, acquisition #1758, market, status, topics, deep
Top accounts mentioned or mentioned by @uclqfz8aivfsv2pvilcqriba @mfwarder @michael20171 @cornelialake @devinlasarre @hawkinsentrekin @boyarvaluegroupcom @brileyfincom @tsohinvesting @given2trade4 @rashmi1017 @toddwenning @maverickvalue @billbrewsterscg @pacpcom @richesnichespod
Top assets mentioned Spotify Technology (SPOT) Microsoft Corp. (MSFT) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Artem Fokin from Caro-Kann on Kaspi $KSPI Artem Fokin founder of Caro-Kann Capital discusses the bull case for Kaspi (KSPI). Kaspi is the dominant fintech in Kazakhstan and Artem breaks down how it's trading for a value price despite rapid growth and how its dominance will allow it to grow into new sectors of the Kazakhstan economy. Kaspi IPO case study from HBS: https://www.hbs.edu/faculty/Pages/item.aspxnum=56825 Chapters 0:00 Intro 2:30 KSPI Overview 8:15 Discussing how ingrained in Kazakhstan Kaspi is 11:20 Sizing and breaking down the payments business 24:45 How Kaspi's data helps them"
YouTube Link 2023-01-23T13:43Z 10.6K followers, [----] engagements
"Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW Judd Arnold discusses how the offshore place is at an inflection point and why he thinks Tidewater (TDW) is the best way to play it. Judd's initial piece on TDW: https://drive.google.com/file/d/1cKYzHg62bamDQa620NZcmn_af0A0xTfT/view Judd's TDW space: https://twitter.com/CorneliaLake/status/1600172923355922434s=20&t=_Q2xMKdTTh1Lhlp-HeRD3w Chapters 0:00 Intro 2:30 What's interesting about offshore right now 5:50 Comparing today's cycle to 2012-2014 10:00 TDW's replacement cost and why new build isn't starting any"
YouTube Link 2023-01-09T14:01Z 10.6K followers, [----] engagements
"Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time they revisit Remitly (RELY) a name Mario originally pitched a year ago on podcast #266 (https://www.yetanothervalueblog.com/p/marathon-partners-mario-cibelli-on-805utm_source=publication-search). The stock has seen ups and downs since prompting a fresh look at its fundamentals growth trajectory and competitive standingespecially against players like Wise. The duo explores key risks"
YouTube Link 2025-10-20T14:59Z 10.6K followers, [----] engagements
"Doug from Fabricated Knowledge on $SITM Doug OLaughlin founder of fabricated knowledge returns to the podcast to discuss his thesis on SiTime (SITM). Doug's SITM write up: https://www.fabricatedknowledge.com/p/its-high-time-to-look-at-sitime Doug's first pod appearance: https://yetanothervalueblog.substack.com/p/doug-from-fabricated-knowledge-on Chapters 0:00 Intro 2:45 SITM overview 7:50 What is the market missing at SITM 12:45 Near term numbers and does management have a handle on the business 18:05 MEMS versus Quartz market size and growth 24:20 SITM's MEMS market share 27:00 Risk of"
YouTube Link 2022-10-10T12:24Z 10.6K followers, [----] engagements
"Cove Street Capital on Viemed (VMD) Eugene Robin and Andrew Leaf from Cove Street discuss their investment in Viemed. Viemed targets organic growth rates over 30% yet the company only trades for 15x free cash flow. Andrew and Eugene lay out their case for why the market is wrong on this one including why VMD's business model is advantaged versus their competitors and why they aren't scare of a Medicare cut in the near to medium term. Cove Street's first podcast appearance on Viasat (VSAT): https://youtu.be/Otw0oWvuhdU Chapters 0:00 Intro 1:10 Viemed overview 4:30 Typical use case for VMD's"
YouTube Link 2021-04-19T12:45Z 10.6K followers, [----] engagements
"A threesome so nice we did it twice: talking $BMYRT with Matt and Dan (again) Our first threesome was such a success we decided to do it again Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular we discuss Dan's due diligence that suggests an FDA inspection is on going. PS- CVR's are risky and nothing on here is investing advice. You can find our first threesome here: https://twitter.com/AndrewRangeley/status/1305835912975261697s=20 My updated take on the CVR here:"
YouTube Link 2020-10-08T17:02Z 10.6K followers, [----] engagements
"John Maxfield on Investing in Banks in a Post-SIVB World John Maxfield Editor of the Maxfield on Banks Newsletter on Substack has spent nearly two decades studying America's best and worst banks the history of banking and interviewing bank leaders. John joins the Yet Another Value Podcast today to answer your burning questions regarding investing banks his mindset during this "crisis" and how to think about investing in banks moving forward. For more information and to subscribe to John's new substack please visit: https://maxfieldonbanks.substack.com/ Show notes: 0:00 Introduction + Episode"
YouTube Link 2023-03-21T20:34Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets May [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May [----] edition Chris shares his thoughts on: Tapestry / Capri merger Enhabit $EHAB ECIP banks $INBX deal. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Santangel's Review 2:05 What's on Chris' mind as we head into the summer: M&A Capri / Tapestry merger 14:33 Enhabit $EHAB 24:29 ECIP Banks 35:44 $INBX deal Today's episode is sponsored by: Santangel's Review Finding the"
YouTube Link 2024-06-03T15:39Z 10.6K followers, [----] engagements
"Anek Capital's Orel Levy's Cellebrite Thesis $CLBT In this episode of Yet Another Value Podcast host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrites digital forensics tools from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model competitive positioning and potential for growth. Topics include their shift to a SaaS model the federal sector's role AI integration competitive threats like Palantir and the companys broader strategic outlook. They also"
YouTube Link 2025-08-01T12:56Z 10.6K followers, [----] engagements
"Swen Lorenz from Undervalued-Shares on $IWG Swen Lorenz founder of https://www.undervalued-shares.com discusses his thesis on IWG. IWG owns a variety of co-working brands that compete with WeWork and Swen believes IWG's scale cheap valuation and variety of catalysts makes them a terrific value investment. Note: We had some connectivity issues on Swen's side during the podcast; I tried to edit the best I could but ultimately it was either release as is or not at all Hopefully it's not too much of a bother My IWG Notes:"
YouTube Link 2022-04-04T12:35Z 10.5K followers, [----] engagements
"Uncovering CATO's value with Mike Melby Mike Melby Founder and Portfolio Manager at Gate City Capital makes a repeat appearance to discuss his investment in CATO. CATO is a small retailer with a rock solid balance sheet; Mike thinks their low multiple combined with a focus on returning cash flow to shareholders and some hidden tax and real estate assets creates an attractive investment opportunity. Mike's first appearance on AXR: https://youtu.be/mSEgw2529Q4 Gate City Capital website: https://www.gatecitycap.com/ Chapters 0:00 Intro 1:00 Cato Overview 5:45 Cato's target demographics 8:45"
YouTube Link 2021-06-30T13:25Z 10.6K followers, [----] engagements
"Ave Maria Focused Fund's Chadd Garcia talks eDreams travel subscription platform in Europe $EDR.MC Chadd Garcia Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund joins the podcast for his second appearance to share his thesis on eDreams ODIEGO (MSE - Madrid Stock Exchange: EDR) travel subscription platform and one of the largest e-commerce businesses in Europe. Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:43 Overview of eDreams ODIGEO $EDR.MC 9:27 eDreams' overall vision and current valuation 13:34 Prime model"
YouTube Link 2023-09-13T18:57Z 10.6K followers, [---] engagements
"Jeff Moore and Thomas Braziel on their speculative deep value play $AAMC Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap which significantly increases its risk but Jeff and Thomas think the company is likely to have a successful settlement of their preferred stock. After settlement AAMC should have net cash per share in excess of today's share price and then the company could make a significantly accrettive acquisition. Jeff's original tweet on AAMC: https://twitter.com/ragnarisapirate/status/1433519100152721412s=20 Jeff's YAVP first appearance"
YouTube Link 2021-09-10T12:14Z 10.5K followers, [----] engagements
"Kyle Mowery explains what he sees that the market is missing in $DRVN In this clip Kyle Mowery from GrizzlyRock Capital explains what he sees in Driven Brands (DRVN) that the market might be missing See the full episode here: https://youtu.be/q7V7spKvEtE Disclosure: Long DRVN; please see our full legal and disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer"
YouTube Link 2024-10-13T15:56Z 10.6K followers, [---] engagements
"Jeff Moore discusses Thryv $THRY Micro-cap investor Jeff Moore (who also writes http://ragnarisapirate.blogspot.com/) discusses his bull case for Thryv (THRY). Thryv is an interesting company: their core value comes from their legacy Yellow Pages business and they're using the cash flows and relationships from that melting ice cube to start up a SMB SaaS service. Jeff argues there's huge upside as the company taps their customer base acquires smaller competitors and the market starts to recognize the value of their SaaS business. Chapters 0:00 Intro 1:20 Thryv Overview 6:15 Thryv Software"
YouTube Link 2021-03-29T13:16Z 10.6K followers, [----] engagements
"Alex Morris (TSOH) on $NFLX $DIS and the media space (podcast #108) Ales Morris founder of The Science of Hitting returns to the podcast to discuss all things media including his investment in Disney and Netflix. Alex's first podcast appearance on Spotify: https://twitter.com/AndrewRangeley/status/1388122956837097482s=20 Alex's / TSOH substack: https://thescienceofhitting.com Chapters 0:00 Intro 2:55 What's going on in media 6:15 What is the market missing with its media bearishness 8:45 Is media too competitive to invest in 14:35 Why is Netflix having a problem with breakout hits 18:30 Can"
YouTube Link 2022-05-20T14:41Z 10.6K followers, [----] engagements
"Joe Boskovich on WildBrain $WLDBF Joe Boskovich a partner at Old West Investment Management dives deep into his investment thesis on WildBrian (WLDBF) including why he thinks Apple could drive the Peanuts brand to the next level and how WildBrain Spark could be a huge growth story. Joe's Twitter: https://twitter.com/boskovic64 Old West Investment website: https://www.oldwestim.com/press Chapters 0:00 Intro 2:10 Quick discussion of IDT and their spins 5:55 WildBrain investment thesis overview 21:30 Devil's Advocate: Haven't these franchises been passed around a lot 35:00 Could the Apple"
YouTube Link 2021-02-18T13:52Z 10.6K followers, [----] engagements
"Matt Warder talks coal markets: how does coal morph into AI play election $BTU $CEIX $ARCH merger Matt Warder @mfwarder on Twitter/X is back on the podcast to discuss all things Coal including: overall thoughts on coal at this point September [----] vision for coal with AI met coal upcoming election Peabody $BTU 13D $CEIX $ARCH merger and more You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's first appearance on YAVP: https://www.youtube.com/watchv=DF0uGS4swLM Chapters: 0:00 Introduction + Episode sponsor: Tegus 2:31 Where we are in the overall coal"
YouTube Link 2024-09-26T15:36Z 10.6K followers, [----] engagements
"Bob Robotti on WLK and the revenge of the old economy Bob Robotti founder of Robotti Advisors discusses his thesis on Westlake Corporation (WLK) and why he thinks "old economy" stocks are poised for a comeback. My notes on WLK: https://twitter.com/AndrewRangeley/status/1513885052974899200s=20&t=QiY-1L2H5U3GZ-S5YjGFww Chapters 0:00 Intro 2:50 WLK Overview 6:10 Diving into WLK's segments and products 10:45 WLK's favorable supply demand dynamics 14:40 WLK's valuation 18:55 WLK's control shareholders and family ownership 22:15 How can WLK acquire so accretively 28:00 WLK's capital allocation"
YouTube Link 2022-04-14T14:22Z 10.6K followers, [----] engagements
"A roundtable on Angi $ANGI Dickson Pau Tom Moore and Bill Henry three first years at Columbia Business School discuss their investment thesis for Angi. The three pitched ANGI in the Pershing Stock Challenge (placing second) and they go into the due diligence they did putting their investment thesis together the potential upside they see at ANGI and all of the different risk factors they thought about. The first Yet Another Value Podcast on ANGI: https://youtu.be/J2trsM41DTU Spring Graham and Doddsville (ANGI pitch on p. 24):"
YouTube Link 2021-05-12T11:37Z 10.6K followers, [----] engagements
"Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis Doug Olaughlin founder of fabricated knowledge comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on Rambus (RMBS) and why the market might be missing their big growth call option. Fabricated knowledge website: https://www.fabricatedknowledge.com Doug's RMBS thesis: https://www.fabricatedknowledge.com/p/a-pure-play-on-datacenter-memorys=w Chapters 0:00 Intro 3:00 Why semis are so compelling 4:10 What's driving the auto / semi shortage 6:55 What Doug's seeing in the semi"
YouTube Link 2022-06-10T17:25Z 10.6K followers, [----] engagements
"Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract Paul Cerro CIO of Cedar Grove Capital Management joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT) a drone technology company integrating robotic hardware and software for military government and commercial operations. Cedar Grove RCAT thesis: https://www.cedargrovecm.com/p/red-cat-rcat-trade-worth-up-to-200-prcnt Chapters: 0:00 Introduction + Episode sponsor: Ycharts 2:28 What is Red Cat $RCAT and why are they so interesting to Paul 6:26 Why is $RCAT relevant in the drone"
YouTube Link 2024-08-27T14:16Z 10.6K followers, [----] engagements
"Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis John Huber Founder and Portfolio Manager at Saber Capital Management joins the podcast today to describe the concept "Inevitable Retail Winners" characteristics of inevitability as well as talking through many different examples that exemplify this concept. In addition John shares his thesis on Floor & Decor (NYSE: FND). For more information about Saber Capital Management please visit: https://sabercapitalmgt.com/home/ Article from Base Hit Investing:"
YouTube Link 2023-12-20T21:48Z 10.5K followers, [----] engagements
"Neil Cataldi from Blueprint on Sanara Medtech $SMTI Neil Cataldi from Blueprint Capital discusses his investment thesis for Sanara Medtech (SMTI). Sanara is growing quickly and Neil thinks continued growth in their product portfolio and hospitals they are approved to sell in will drive continued accelerated growth and long term compounding. Chapters 0:00 Intro 1:00 Sanara overview 5:30 How is Sanara increasing their hospital reach 14:25 Discussing management 21:10 Related party risks 33:20 Breaking down SMTI's growth 42:45 Sanara's telehealth ambitions 1:01:10 Closing thoughts"
YouTube Link 2021-05-03T12:12Z 10.5K followers, [----] engagements
"Boyar Research's Jon Boyar on 2026's Forgotten [--] $UBER $BATRA Jon Boyar of Boyar Research for an (almost) annual discussion on the Forgotten [--] a curated list of [--] overlooked value-oriented stocks. Jon outlines major [----] themes including SMID caps and financials before diving into deep valuations and sale potential for the Atlanta Braves plus long-term positioning of Uber in an autonomous future. They also touch on media exposure structural incentives and the potential for corporate activism to unlock value in overlooked names."
YouTube Link 2026-01-13T14:51Z 10.6K followers, [----] engagements
"Minion Capital (aka Shomik Ghosh) on Shopify and VC investing $SHOP Shomick Ghosh (aka Minion Capital) a Principal at Boldstart talks about his experience as a Venture Capitalist and how he balances investing in both public and private companies. Then we dive deep into the investment case for Shopify (SHOP). Minion Capital twitter: https://twitter.com/MinionCapital Shomick's twitter: https://twitter.com/shomikghosh21 Boldstart: https://www.boldstart.vc/"
YouTube Link 2020-10-05T13:43Z 10.5K followers, [---] engagements
"Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market Chris Waller Founder and CIO at Plural Investing joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN) an international retailer of world leading luxury watch brands with a growing complement of luxury jewelry brands. For more information about Plural Invest please visit: https://www.pluralinvesting.com/ Plural Investing write up on $WOSG: https://www.pluralinvesting.com/research Chapters: 0:00 Introduction + Episode sponsor: Tegus 2:26 What is"
YouTube Link 2024-10-18T13:48Z 10.6K followers, [----] engagements
"James Elbaor is investing in Bill Ackman at a Discount $PSH James Elbaor founder and CIO of Marlton Capital discusses his investment thesis for Pershing Square Holdings (PSH). PSH is Bill Ackman's closed end fund. It trades at a discount at James thinks Ackman is on the verge of taking steps that will both increase net asset value and shrink the discount. James' Twitter: https://twitter.com/jameselbaor Chapters 0:00 Intro 2:25 PSH Overview 11:50 Why would a U.S. listing close the NAV gap 20:20 What could PSH buy to relist in the U.S. 22:55 How does PSH fund an acquisition 24:55 Responding to"
YouTube Link 2022-09-12T15:55Z 10.5K followers, [----] engagements
"Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit Europes largest gym chain. Zack shares why the market has been overly pessimistic on the name despite long-term growth potential. They break down what went wrong post-2020 unit economics and whether Basic-Fit can finally deliver on expectations. Zack also outlines the opportunity in Frances 24/7 gym shift the underappreciated moat in Basic-Fit's cluster strategy and why he sees the"
YouTube Link 2025-10-13T13:58Z 10.5K followers, [---] engagements
"Yet Another Value's [----] Idea of the Year: Full House Resorts $FLL In today's episode of the Yet Another Value Podcast Host Andrew Walker shares his thesis and presentation on the YAVB [----] Idea of the Year: Full House Resorts $FLL owns leases develops and operates gaming facilities throughout the country. For more information and to subscribe to the Yet Another Value Substack please visit: https://www.yetanothervalueblog.com/ Disclosure: long FLL Chapters: 0:00 Introduction + Episode sponsor: Daloopa 1:35 Introduction to the Idea of the Year of [----] 3:07 Quick overview of YAVB Idea of the"
YouTube Link 2025-01-02T13:46Z 10.6K followers, [----] engagements
"Value Punks' Daye Deng talks Warren Buffett's $BRK investment into Japanese Trading Companies Daye Deng Co-Founder and Editor of the Value Punks newsletter on Substack joins the podcast to discuss his articles that are deep dives on Japanese Trading Companies and why Warren Buffett invested in Japan. Value Punks article on Japanese Trading Companies: https://valuepunks.substack.com/p/deep-dive-japanese-trading-companies Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:26 History of the Japanese trading companies and Warren Buffett 6:59 Why trading so important in Japanese economy"
YouTube Link 2023-10-12T23:20Z 10.6K followers, [----] engagements
"Elliot Turner on Twitter $TWTR Elliot Turner of RGA (http://rgaia.com) makes a repeat appearance to provide a quick update on Dropbox (DBX) discuss how a due diligence project resulted in him hitting the state limit for wine delivery and then dive deep into his investment in Twitter (TWTR). Elliot's first YAVP appearance: https://www.youtube.com/watchv=NJddlF3__Nw&t=3s Elliot's Twitter: https://twitter.com/ElliotTurn Chapters: 0:00 Intro 1:15 The time Elliot hit the state limit for alcohol shipments 3:00 Dropbox (DBX) update 6:50 Has Dropbox's pandemic performance disappointed 10:15 Twitter"
YouTube Link 2021-01-22T13:19Z 10.5K followers, [----] engagements
"January [----] Random Ramblings Andrew Walker returns solo for his January [----] ramblings and discusses the current market euphoria responses to his weird markets thesis the allure and danger of stepping outside ones investing edge how power laws are often misunderstood and an evolution in his views on societal vices. From geopolitical risk to sports betting regulation Andrew digs into ideas that may shape investor mindsets in the months ahead. 00:00:00 January [----] intro and disclaimers 00:01:15 Face-ripping rally and market euphoria 00:04:54 Greenland tariffs and taco trade risk 00:08:50"
YouTube Link 2026-01-28T12:43Z 10.5K followers, [---] engagements
"Kyle Cerminara on deSPACing OppFi with $FGNA Kyle Cerminara President of FGNA discusses his thesis for deSPACing with OppFi. Key topics include comparing OppFi to its closest competitors how FNGA and OppFi arrived at their valuation and addressing different regulatory risks for OppFi. Kyle's twitter: https://twitter.com/kcerminara OppFi / FGNA's SEC filings: https://www.sec.gov/edgar/browse/CIK=1818502&owner=exclude Chapters 0:00 Intro 1:30 OppFi overview 9:40 Comping OppFi to Upstart 16:35 Why are Katapult and Affirm part of OppFi's comp set 19:00 OppFi's valuation 22:10 Why did OppFi agree"
YouTube Link 2021-07-08T12:09Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets September [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this September [----] edition Chris provides his take on Amazon FTC case Scultpor Capital Management bid monthly antitrust update and more For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:49 What's been going on - September 2023: update on antitrust cases and valuing the deals 8:45 Large mergers/acquisitions and how to better understand why firms choose"
YouTube Link 2023-10-04T20:11Z 10.6K followers, [---] engagements
"Jeremy Raper on his Serica engagement campaign (SQZ) Jeremy Raper returns to the podcast to discuss his latest "engagement campaign" at London listed Serica Energy (SQZ). In particular he focuses on why Serica is trying to rush through their most recent deal and why shareholders should consider voting against the share issuance at the meeting next week. Jeremy's letter to Serica: https://rapercapital.com/wp-content/uploads/2023/01/open-letter-Serica-Board-1.pdf All of Jeremy's engagement campaigns: https://rapercapital.com/engagement-campaigns/ Chapters 0:00 Intro 2:30 What's happening at SQZ"
YouTube Link 2023-01-19T22:32Z 10.6K followers, [----] engagements
"Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting Steven Gorelik Lead Portfolio Manager at Firebird U.S. Value Fund joins the podcast to share his thesis on Akamai Technologies Inc. (NASDAQ: AKAM) the cloud company that powers and protects life online. Chapters: 0:00 Introduction + Episode sponsor: YCharts 1:54 Overview of Akamai Technologies and why its so interesting to Steven 13:09 $AKAM valuation 15:39 Cloud computing and delivery segments 29:10 Why $AKAM now and is $AKAM being run for stockholders or being run for the employees 34:12 CEO insider"
YouTube Link 2024-06-13T12:58Z 10.6K followers, [---] engagements
"Jon Boyar thinks SMG's stock is set to grow Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID beneficiary and shares have sold off in kind with other COVID beneficiaries. Jon thinks the market is too pessimistic here SMG's brands have Coke like market share and the company has a rapidly growing "picks and shovels" cannabis business that he believes investors are basically getting for free at current prices You can find all my writings here: https://yetanothervalueblog.substack.com/ My notes"
YouTube Link 2022-02-07T17:53Z 10.6K followers, [----] engagements
"MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial Michael D. Cohen CEO & Director of Research at MDC Financial Research LLC joins the podcast for the first time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial that is now underway. Known for their Event-Driven Legal investment-research Michael Cohen and his team follow significant legal disputes and are closely watching the $JBLU / $SAVE case. For more information about MDC Financial Research please visit: https://mdcfinancial.com/ For more on the SAVE / JBLU trial see"
YouTube Link 2023-11-13T13:08Z 10.6K followers, [----] engagements
"The Bear Cave is Watching $YOU Edwin Dorsey founder of The Bear Cave discusses his bearish note on Clear Secure (YOU). Bulls think Clear is a product members love with a clear moat and a long growth runway; Edwin sees a company with lots of consumer complaints that has been around for almost two decades and is still losing money while losing economics to key partners like airports. The Bear Cave's YOU note: https://thebearcave.substack.com/p/problems-at-clear-secure-inc-nyse My Clear tweet thread: https://twitter.com/AndrewRangeley/status/1440072103496073217s=20 Edwin's first podcast"
YouTube Link 2021-09-24T13:31Z 10.6K followers, [----] engagements
"Why Ryan O'Connor is bullish Nintendo $NTDOY Ryan O'Connor founder of Above Average Odds Investing and Crossroads Capital discusses his bull thesis on Nintendo. Our discussion focuses on all of the optionality Nintendo has including what would happen if Nintendo licensed their games to Microsoft or Sony how Nintendo cold roll out a subscription style business and the upside as Nintendo continues to expand their IP into theme parks movies and TV shows. We also talk about the company's mobile strategy and how the continued evolution of Mario Kart World Tour could lead to a huge hit. We also"
YouTube Link 2020-10-26T11:21Z 10.6K followers, [----] engagements
"Aaron Edelheit is high on Cannabis stocks Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund. Aaron's Cannabis manifesto: https://mindsetvalue.substack.com/p/the-cannabis-manifesto Seth Rogen profile I mention during the pod: https://www.nytimes.com/2021/04/20/magazine/seth-rogen.html Chapters: 0:00 Intro 2:45 Why is Aaron launching a cannabis fund now 12:00 Professional athletes and cannabis 16:55 How Cannabis today reminds Aaron of single family homes after the GFC 26:50"
YouTube Link 2021-11-04T16:59Z 10.6K followers, [----] engagements
"Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming On November 10th Great Canadian Gaming (GC) announced a deal to sell themselves to Apollo (APO) for $39/share. On the subsequent earnings call shareholders immediately revolted with several of GC's largest shareholders telling the company they would not vote for the deal because they thought the deal substantially undervalued the company. One of those shareholders was Chris Colvin from Breach Inlet Capital. In this episode Chris comes on to discuss why he sees so much value in GC why he thinks"
YouTube Link 2020-11-17T12:16Z 10.6K followers, [----] engagements
"Bill Chen's follow up on REITs and $ALX Host Andrew Walker welcomes back Bill Chen for the fastest return in YAVP history. After running out of time in their last chat Bill returns to dissect Alexanders Inc. (ALX) exploring its complex debt restructuring unique real estate portfolio and intriguing market valuation. The two dive deep into the Bloomberg HQ lease the nuances of retail space refinancing and the strategic implications of Steven Roths leadership. They also tackle REIT governance concerns dividend sustainability and the mystery behind ALXs high short interest. Bill closes with"
YouTube Link 2026-02-05T14:44Z 10.6K followers, [---] engagements
"Chris DeMuth's State of the Markets December [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this December [----] edition Chris discusses what's on his mind at the end of the year Merger Arb $ROIV $IMVT thoughts on $SAVE views on [----] and lessons learned from [----]. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:46 Chris' thoughts high level for December 2023: merger arb 2:44 Roivant $ROIV 8:27 Immunovant Inc. $IMVT 13:44 Thoughts on $SAVE antitrust merger"
YouTube Link 2024-01-02T20:09Z 10.6K followers, [----] engagements
"Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed care organization making it uniquely resilient amid rising medical costs and regulatory challenges. They discuss Molinas competitive advantages risks tied to healthcare policy"
YouTube Link 2025-09-29T13:00Z 10.6K followers, [----] engagements
"Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP Doug O'Laughlin Founder and Editor of the Fabricated Knowledge and Mule's Musings Newsletter joins the Yet Another Value Podcast for the 3rd time to discuss AppLovin Corporation (NASDAQ: APP). Doug became excited about the idea and wanted to come on to chat about it because a very aggressive PSU that recently happened at AppLovin and what these management incentives could mean for the business. For more information about Doug O'Laughlin and his newsletters please visit: Fabricated Knowledge:"
YouTube Link 2023-05-08T16:59Z 10.6K followers, [----] engagements
"Kyler Hasson helps me bag hold $ATUS Kyler Hasson Portfolio Manager at Delta Investment Management discusses our mutual position / bag-holding in Altice. Key topics include what bulls could be missing the differences between Altice and Charter and how regulation could impact cable. My tweet thread on ATUS: https://twitter.com/AndrewRangeley/status/1435228524399448065s=20 Kyler's write up: https://concentratedcompounding.substack.com/p/altice My write up: https://yetanothervalueblog.substack.com/p/altice-is-the-best-large-cap-stock Chapters 0:00 Intro 1:23 ATUS overview 2:25 Comping Altice"
YouTube Link 2021-09-08T12:00Z 10.6K followers, [----] engagements
"Adam Wilk from Greystone Capital on Liberated Syndication $LSYN Adam Wilk founder and portfolio manager at Greystone Capital discusses his investment thesis in Liberated Syndication (LSYN). The company is a GARP play a strategic target and a special situation rolled into one and Adam covers every angle. Key topics include why the company would make an attractive acquisition target how Libsyn can grow in a competitive environment and potential upside from a lawsuit that could cancel 30% of LSYN's shares overnight. Adam's Twitter account: https://twitter.com/AKWilk Adam's LSYN thesis on seeking"
YouTube Link 2021-04-15T11:41Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets June [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June [----] edition Chris shares his thoughts on: election and election trades $LQDA Russell Rebalance arbitrage Burford $BUR / Security National $SNFCA Presidential Debate and implications for investing. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 1:51 What's on Chris' mind for June 2024: election and election trades 3:24 $LQDA 12:07 The Russell Rebalance"
YouTube Link 2024-07-03T16:29Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets January [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January [----] edition Chris discusses anti-trust Spirit decision US Steel - Nippon banks and $LQDA. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:53 Anti-trust + Spirit decision 9:00 Judge's decision in Spirit case + how antitrust lawyers reacted before and after the decision 15:45 Future of anti-trust and mergers 21:32 US Steel - Nippon 28:33 Banks 30:32"
YouTube Link 2024-02-01T16:34Z 10.6K followers, [----] engagements
"Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking Marc Rubinstein Founder and Editor of the Net Interest Newsletter (link to substack below) is back on the Yet Another Value Podcast to have a wide-ranging discussion digging into Marc's thoughts on the current state of banks financial sector as well as dissecting his article on what makes Capital One $COF interesting. For more information about Marc Rubinstein please visit: https://www.netinterest.co/ Article on Capital One: https://www.netinterest.co/p/capital-one-buffetts-latest-banking"
YouTube Link 2023-06-09T12:58Z 10.6K followers, [---] engagements
"1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis Yaron Naymark Founder of [--] Main Capital is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG) and how he overcomes the general investor skepticism associated with the company. For more information about Yaron Naymark and [--] Main Capital please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/watchv=QmVjVOoG6Sc Yaron's last YAVP appearance talking $IWG.L (June 2024):"
YouTube Link 2025-02-02T17:44Z 10.6K followers, [----] engagements
"Vince Martin on the "Game of Thrones" style proxy fight at $CUTR Vince Martin Lead Analyst and Writer at the Overlooked Alpha newsletter discusses the "Game of Thrones" style proxy fight happening at $CUTR. For more information about the Overlooked Alpha newsletter please visit: https://www.overlookedalpha.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 2:06 What is Cutera $CUTR - An Overview 3:33 Cutera's acne products 5:44 Sales strategy for acne products and how that panned out 8:35 Understanding to potential stickiness for AviClear and comparables 11:13 Proxy"
YouTube Link 2023-04-19T14:58Z 10.5K followers, [---] engagements
"Evan Tindell thinks Elon Musk will close the Twitter acquisition Evan Tindell CIO of Bireme Capital discusses the circus that is the Elon Musk and Twitter merger agreement and explains why he thinks Delaware law and precedent suggest Elon would lose in court and be forced to close the merger on terms. My piece on Twitter: https://yetanothervalueblog.substack.com/p/twitter-the-circus-will-have-a-happys=w This podcast was taped afternoon of May 23; things are moving quickly so just time stamping that Chapters 0:00 Intro 2:15 Twitter overview 6:45 Why bot followers do not equal mDAUs 8:00 Why is"
YouTube Link 2022-05-25T13:20Z 10.6K followers, [---] engagements
"Recurve Capital's Aaron Chan on Cogent $CCOI In this episode of Yet Another Value Podcast host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business the Sprint wireline acquisition and the complex financial transformation underway. The conversation highlights CEO Dave Schaeffers strategic vision market dynamics in enterprise telecom and the networks long-term potential. They analyze network architecture discuss operational efficiency and evaluate capital allocation under heavy leverage. The episode"
YouTube Link 2025-06-11T13:32Z 10.6K followers, [----] engagements
"Keith Smith thinks TIGO is a cheap special situation Keith Smith Portfolio Manager at Bonhoeffer Capital discusses his thesis for Millicom ($TIGO). TIGO is trading at a super low multiple and a recent deal that the CEO described as a "no brainer" will result in a rights offering for TIGO which could set the stock up as a special situation as well. Keith breaks down why he likes TIGO versus other telecom stocks why he thinks the stock is so cheap and the hidden value potential at TIGO money. You can find all my writings here: https://yetanothervalueblog.substack.com/ My notes on TIGO:"
YouTube Link 2022-01-24T12:31Z 10.6K followers, [----] engagements
"Conor Maguire sees value in Wickes Conor Maguire founder of Value Sits discusses his thesis on Wickes (WIX:LSE). Wickes is a cheap retailer that Conor thinks is both recession resistant and suffering from typical post-spin dynamics. My notes on WIX: https://twitter.com/AndrewRangeley/status/1511702344022609922s=20&t=2lChWyeIhR6HZWw938bR8Q Conor's write up: https://valuesits.substack.com/p/wickes-group-plc-wixlns=w Chapters 0:00 Intro 1:55 Wickes Overview 5:25 WIX value proposition and customer base 10:25 Amazon risk 12:00 WIX valuation 15:15 WIX and the death of retail narrative 18:10"
YouTube Link 2022-04-08T11:45Z 10.5K followers, [----] engagements
"Avoiding the Zombie Biopharm trap at Keros $KROS In this episode of Yet Another Value Podcast host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS) a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012) KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company despite setbacks may still hold considerable value. He explores KROS's licensing deal with Takeda their significant cash reserves and questions surrounding its future direction. Calling on"
YouTube Link 2025-04-09T15:55Z 10.6K followers, [---] engagements
"Yet Another Value's special situation: Sage Therapeutics $SAGE In today's episode of the Yet Another Value Podcast Host Andrew Walker shares his thesis and presentation on Sage Therapeutics Inc. (NASDAQ: SAGE) a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines so every person can thrive. For more information and to subscribe to the Yet Another Value Substack please visit: https://www.yetanothervalueblog.com/ Disclosure: long SAGE Chapters: 0:00 Episode sponsor: Alphasense 3:21 Introduction - passive vs. active investing 7:32 Overview"
YouTube Link 2025-02-20T15:58Z 10.5K followers, [----] engagements
"Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP The team from Half Moon Capital Eric DeLamarter and Brandon Carnovale come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ: KDP). For more on Half Moon's KDP thesis see: Half Moon Capital KDP Q223 Investment Thesis Update_8.1.23: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:f3d5f190-415b-4400-a193-5492f1bf38fe Half Moon Capital KDP Investment Thesis_July 2023: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:cee563c1-084f-4c18-ab0f-ebbab6335ef9 For more information about Half"
YouTube Link 2023-08-07T19:27Z 10.6K followers, [---] engagements
"Louis Camhi on the opportunities in the SPAC market Louis Camhi provides an update on his thesis for ORGN and then walks through where he's finding opportunities in the SPAC market today. Louis's first podcast appearance: https://twitter.com/AndrewRangeley/status/1428710432848613377s=20 Chapters 0:00 Intro 1:45 Origin Update 5:55 Origin today versus their SPAC projections 8:45 When will we start seeing unit economics for ORGN plants 12:55 Talking about the SPAC market today 17:30 Opportunities in current SPAC IPOs 21:30 What pre-deal SPACs does Louis like currently 23:20 What to make of"
YouTube Link 2022-03-07T19:42Z 10.5K followers, [----] engagements
"Devin LaSarre shares thesis on Haypp Group Online Distributor of Snus and Nicotine Pouches Devin LaSarre Founder and Editor of the Invariant Newsletter on Substack joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST). Quick description on Haypp Group (according to their website): The Haypp Group is spearheading the global transformation from smoking to healthier product alternatives. With origins in Scandinavia our extensive experience from pioneering markets in smoke free alternatives as well as being a leader in the e-commerce sector we now fully take our vision to"
YouTube Link 2024-04-08T14:46Z 10.6K followers, [----] engagements
"Artem Fokin's take on Burford's YPF summary judgement ruling $BUR Artem Fokin Portfolio Manager at Caro-Kann Capital LLC returns to the podcast (for the third time) to update his thesis on Burfurd (BUR) on the heels of their big YPF summary judgement ruling against Argentina. For more information about Caro-Kann Capital please visit: http://caro-kann-capital.com/ Artem's first appearance on BUR: https://youtu.be/qBuH8pyc8Y0 Muddy Waters BUR case: https://www.muddywatersresearch.com/research/bur/mw-is-short/ Artem's response: https://www.youtube.com/watchv=J1ySWWji5dg Chapters: 0:00"
YouTube Link 2023-04-10T17:10Z 10.6K followers, [----] engagements
"Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day AJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW) a key supplier of french fries to fast-food chains following their recent quarterly update and in advance of their investor day. Check out his first appearance on YAVP laying out his $LW thesis (December 2022): https://youtu.be/lNY8sQVttks Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:24 Update on Lamb Weston Holdings $LW since AJ's last"
YouTube Link 2023-08-31T12:56Z 10.6K followers, [---] engagements
"Cove Street Capital on Viasat $VSAT Eugene Robin and Ben Claremon from Cove Street Capital discuss the battleground stock Viasat (VSAT). They discuss the biggest misperception among bears why they think VSAT's government business is a hidden gem and how the risk from Elon Musk's SpaceX (and other burgeoning competitors) is overblown. Some relevant links: Cove Street's March [----] Viasat deck: http://covestreetcapital.com/eugene-robin-discusses-viasat-on-the-valuewalk-podcast/ Kerrisdale's short report: https://www.kerrisdalecap.com/investments/viasat-inc-vsat/ Cove Street's Kerrisdale"
YouTube Link 2021-03-23T13:16Z 10.6K followers, [----] engagements
"The Koala ventures through the commodity space and Ivanhoe Electric (IE) The "Koala" a buyside mining and commodity specialist comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular. The Koala's twitter account: https://twitter.com/YellowLabLife Chapters 0:00 Intro 2:55 General mining / commodity sector overview 12:40 The "nothing can get built anymore" moat 18:40 Capital discipline imposed by low multiples 22:00 How Peabody talked their own stock down with growth plans 31:00 What is the market missing on coal 44:00 Why is Whitehaven still the"
YouTube Link 2022-11-16T13:30Z 10.6K followers, [----] engagements
"Greenhaven Road's Scott Miller shares his thoughts on point of sale business PAR Technologies $PAR Scott Miller CIO of Greenhaven Road joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR) where more than [-----] restaurants in more than [---] countries use PARs restaurant point-of-sale digital ordering loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings (according to the company's website). Voss Capital write-up: https://vosscapital.substack.com/p/pars-path-to-80-redux Greenhaven Road Q4 investor letter ($PAR mentioned):"
YouTube Link 2024-04-17T18:11Z 10.6K followers, [----] engagements
"Yaron Naymark on IWG's value case Yaron Naymark returns to the podcast to discuss the value case for IWG (London Listed). IWG is best known for their Regus brand which competes with WeWork in the flex office space. Yaron thinks the market is discounting the operating leverage IWG will realize as they put COVID behind them and begin to accelerate their managed locations offering. Chapters 0:00 Intro 2:10 IWG overview 12:05 How does the current high vacancy office space impact flex 17:00 Why COVID and tech layoffs could be a tailwind for flex office demand 20:05 Why office owners can't do flex"
YouTube Link 2023-02-27T12:42Z 10.6K followers, [----] engagements
"Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review Lionel Hutz Editor of the Valorem Research Newsletter on Substack joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday December [--] [----]. Lionel's LQDA write up: https://www.valoremresearch.com/p/lqda-v-uthr-premium-update Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:35 What was the $LQDA hearing recently on Monday December [--] [----] and Lionel's initial thoughts on the hearing 6:16 Arguments UTHR was drilling down on 10:14"
YouTube Link 2023-12-11T15:00Z 10.6K followers, [----] engagements
"Bill Chen breaks down FRPH's SOTP Bill Chen an institutional real estate investor goes through his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV and monetizing assets at opportunistic times. You can find all my writings here: https://yetanothervalueblog.substack.com/ My notes on FRPH: https://twitter.com/AndrewRangeley/status/1493613466501984266s=20&t=FTWtKW9Fs2wlNb0jKLDhcg A rough SOTP for FRPH: https://twitter.com/RhizomePartners/status/1493658602342604802s=20&t=FTWtKW9Fs2wlNb0jKLDhcg Chapters 0:00 Intro 1:20"
YouTube Link 2022-02-28T13:33Z 10.6K followers, [----] engagements
"James Elbaor is investing in Dan Loeb at a Discount $TPOU James Elbaor founder and CIO of Marlton Capital discusses his investment thesis for Third Point Investors (TPOU; trades in London). TPOU is a closed-end investment company that invests into Third Point Dan Loeb's hedge fund. TPOU consistently trades at a discount to NAV and James thinks the combination of Third Point's investing prowess and TPOU's innovative buyback/tender mechanism creates a unique opportunity to generate attractive returns. James' Twitter: https://twitter.com/jameselbaor Asset Value's May [--] [----] activist letter to"
YouTube Link 2021-06-17T12:12Z 10.5K followers, [----] engagements
"Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR) a growth-oriented global materials technology company broadly serving critical infrastructure markets including transportation communication water management energy and electrification. For more information about Clayton Partners please visit: https://www.claytonpartners.com/ Chapters: 0:00 Introduction +"
YouTube Link 2024-08-23T15:49Z 10.6K followers, [----] engagements
"Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in [----] Derek Pilecki CFA Managing Member and Portfolio Manager at Gator Capital Management joins the podcast to have a general conversation about the Financial Sector: banks crypto and more For more information about Gator Capital Management please visit: https://gatorcapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Tegus 1:49 What's most interesting to Derek in Financials sector today / $NYCB / Valley and Western Alliance 12:28 Western Alliance 19:43 Capital One and thoughts on Discover merger"
YouTube Link 2024-03-18T12:56Z 10.6K followers, [----] engagements
"Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market Hawkins Entrekin Founder and Managing Principal of Warden Capital joins Yet Another Value Podcast today to discuss his thesis on Vornado Realty Trust (NYSE: VNO) a fully-integrated equity real estate investment trust. The conversation begins with an overview on the New York City real estate market in general and transitions to better understand why for Hawkins he picked $VNO over other New York office-focused REITs. For more information about Warden Capital please visit:"
YouTube Link 2023-07-13T11:39Z 10.6K followers, [---] engagements
"$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL) a company operating at the intersection of legacy cash infrastructure and modern outsourcing economics. The conversation centers on whether ATMs represent a declining business or a misunderstood opportunity unpacking NCR Atlass valuation free cash flow profile and competitive positioning within a duopoly market. Hugo outlines the companys ATM-as-a-service strategy highlighting scale advantages incremental margins and incentives for banks to"
YouTube Link 2025-12-26T13:53Z 10.5K followers, [----] engagements
"Shining a light on Golden Entertainment's "wealth transfer" $GDEN On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board host Andrew Walker dives deeper into Golden's take private deal and why he believes it transfers $300m of value from minority shareholders to insiders. Open letter to GDEN board: https://www.yetanothervalueblog.com/p/an-open-letter-to-the-golden-entertainment ______________________________________________________________________ 00:00:02 Intro to special episode 00:03:26 Comparison to Louvre heist 00:04:20 Smoking guns and IR"
YouTube Link 2025-11-11T22:04Z 10.6K followers, [---] engagements
"Dave Waters of Alluvial Capital / OTCAdventures on $PIOE Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started his adventures in foreign markets and his current investment into P10 $PIOE"
YouTube Link 2020-09-01T11:14Z 10.6K followers, [----] engagements
"Bill Chen on the current set up for REITs Host Andrew Walker welcomes back Bill Chen for a wide-ranging discussion centered on the world of REITs. Though the conversation was intended to focus on one stock the duo instead explores why REITs have underperformed in recent years capital cycle dynamics governance issues and where Bill sees current opportunities. They dive deep into the theoretical and practical aspects of REIT investing dissect recent REIT liquidations and discuss portfolio construction and leverage in event-driven opportunities."
YouTube Link 2026-02-03T13:58Z 10.6K followers, [---] engagements
"Chris DeMuth's State of the Markets for March [----] It's the end of the month which means it's time to welcome back Chris DeMuth for his monthly state of the markets. March [----] was a doozy so a lot to breakdown here including: banking crises thoughts on Coinbase's wells notice mergers hanging in the balance (JetBlue/Spirit & Microsoft/Activision Blizzard) and more For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:40 What's on Chris' mind for March 2023: Banks Energy Crypto Government"
YouTube Link 2023-03-31T19:10Z 10.6K followers, [----] engagements
"Papyrus Capital's Nitin Sacheti updates his $VATE thesis Nitin Sacheti Founder and Portfolio Manager at Papyrus Capital is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the podcast Nitin went into detail on all segments of the INNOVATE business a highly levered holding company with three operating segments in: Infrastructure Life Sciences and Spectrum. The stock has been volatile of late and as Nitin notes in the beginning of the interview "because there's a lot in here there's some businesses that have done better than I had originally thought they would do when"
YouTube Link 2023-06-23T12:39Z 10.6K followers, [---] engagements
"Half Moon Capital on Oxford Industries $OXM The team from Half Moon Capital Eric DeLamarter and Brandon Carnovale come on the pod to discuss their thesis on Oxford Industries (OXM). OXM owns the Tommy Bahama and Lily Pulitzer brands and Half Moon thinks the market is underestimating the strength of those brands for a variety of reasons. Half Moon's OXM thesis: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:aec0338f-33d0-4e35-b956-ac6aa024167aviewer%21megaVerb=group-discover Chapters 0:00 Intro 2:20 OXM overview 5:00 Tommy Bahama brand strength 8:55 Could Tommy Bahama follow the LULU brand"
YouTube Link 2022-12-05T14:35Z 10.6K followers, [---] engagements
"Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX Chris McIntyre founder of McIntyre partnerships discusses his investment thesis for Garrett Motion (GTX). GTX just emerged from bankruptcy after filing in [----] and Chris thinks the stock is significantly too cheap. He walks through how Garrett's near term projections are significantly understated how minority shareholders are aligned with the new controlling shareholders and why the company is likely to "melt" at a much slower rate than the market is pricing in. Chris's GTX website: gtxisacheapstock.com Chapters 0:00"
YouTube Link 2021-05-17T12:58Z 10.6K followers, [----] engagements
"Jay Van Sciver shares his thoughts on Industrials and Materials for [----] Jay Van Sciver Head of Industrials and Materials at Hedgeye shares his thoughts on industrials and materials in [----]. Automobiles Elon Musk rails Norfolk Southern geopolitical commodities landscape - this podcast runs the gamut; tune in to hear Jay's takes on it all. For more information about Hedgeye please visit: https://app.hedgeye.com/insights Chapters: 0:00 Introduction + Episode sponsor: Hedgeye 1:07 Industrial Sector overview: quick takes on VW Porsche and other auto makers 5:31 Additional thoughts on Volkswagen"
YouTube Link 2023-04-24T13:58Z 10.6K followers, [---] engagements
"Jeremy Raper on Haier Smart Home Jeremy Raper founder of the excellent rapercapital.com and our inaugural guest makes a repeat appearance on the podcast. We provide an update on his idea from our last podcast (Brag) discuss a potential $300m+ investment he's looking to source and then dive deep into his later idea Haier Smart Home German Shares (690D). Note that BRAG and Haier are both international small cap stocks; please do you own research and nothing in this podcast is investing advice. Links Jeremy's first YAVP appearance: https://youtu.be/X-nVRNiSeos Jeremy's second YAVP appearance:"
YouTube Link 2021-01-19T11:45Z 10.6K followers, [----] engagements
"Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing Mario Cibelli Managing Partner at Marathon Partners Equity Management LLC joins the podcast for the third time to share his thesis on Xometry Inc. (NASDAQ: XMTR) the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 2:23 What is Xometry and why is it so interesting to Mario Cibelli 5:42 $XMTR creating marketplace for industrial manufacturing / problem the company is solving 19:48"
YouTube Link 2024-05-31T11:58Z 10.6K followers, [----] engagements
"Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI Mitchell Scott Founder and Portfolio Manager at Choice Equities Capital Management joined the podcast for the second time to provide an update on his Crocs Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management please visit: https://choice-equities.com/ First appearance on $CROX: https://www.youtube.com/watchv=hzYLXDJZIaE Podcast on $MGNI with Dan Day: https://www.youtube.com/watchv=we2o8Jw7Hno Ryan O'Connor's piece on $MGNI:"
YouTube Link 2024-09-22T18:59Z 10.6K followers, [---] engagements
"Louis Camhi presents an ORIGINal investment thesis $ORGN Louis Camhi a private investor discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off but Louis thinks the company represents a hyper skewed risk reward albeit one with a VC style downside (i.e. if it doesn't work out they'll be worth basically nothing). Louis breaks down what Origin does why he's so confident that they can build their plans on time and on budget the demand he sees for their products and a bunch of other pieces of the Origin thesis. Louis's twitter handle:"
YouTube Link 2021-08-20T13:21Z 10.6K followers, [----] engagements
"HSP Capital's Harris Perlman unpacks vegetable canner Seneca Foods $SENEA Harris Perlman Principal at HSP Capital joins the podcast to discuss his thesis on Seneca Foods Corporation (NASDAQ: SENEA) one of North Americas leading providers of packaged fruits and vegetables with facilities located throughout the United States. (Note Harris' audio is not the greatest on this but we did our best to adjust where we could.) Harris' write-up: https://drive.google.com/file/d/1wAm1w3eEZCHCfY-e1Lzu0gvyGW7uN4KL/view Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:46 Overview of"
YouTube Link 2023-10-06T17:16Z 10.6K followers, [----] engagements
"Findell Capital's Brian Finn on Oportun $OPRT In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian owning approximately 10% of Oportun Financial (OPRT) discusses his ongoing proxy battle to reform the companys board. He explains how Oportuns shift from a focused lender to an unfocused fintech empire led to operational bloat and shareholder destruction. The discussion probes governance failures board entrenchment and the recent removal of a high-performing director. Brian also outlines the investment thesis"
YouTube Link 2025-06-16T12:52Z 10.6K followers, [---] engagements
"Chadd Garcia finds price dislocation in global digital infrastructure firm DigitalBridge $DBRG Chadd Garcia Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds joins the Yet Another Value Podcast for the first time to discuss DigitalBridge Group Inc. (NYSE: DBRG) and why he finds there could be price dislocation in the global digital infrastructure firm. Chapters: 0:00 - Introduction + Episode sponsor: $BYTE 2:23 - Overview of DigitalBridge Group Inc. (NYSE: DBRG) 8:10 - Chadd's thoughts betting on CEO Marc Ganzi + background 12:38 -"
YouTube Link 2023-03-14T19:43Z 10.6K followers, [----] engagements
"BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS BONUS EPISODE with Michael Liu Analyst at Intelligent Fanatics Capital Management - this interview was recorded live at the Planet MicroCap Showcase: VEGAS [----]. Topics covered: discovery process for MicroCap stocks building relationships with management disagreements with management groupthink all followed by Q&A from the audience. For more information about Michael Liu and Intelligent Fanatics Capital Management please visit: https://if.capital/ You can Follow Michael Liu on Twitter @michael20171 :"
YouTube Link 2023-05-21T13:50Z 10.6K followers, [----] engagements
"Chris DeMuth's best idea for [----] is $RENN Chris DeMuth discusses his best idea for [----] RENN. RENN was on a previous podcast pitched by Ian Bezek as a legal play; since then RENN settled with minority shareholders for a record payout. However in December RENN's shares sold off massively as a judge rejected their proposed settlement with minority shareholders and ruled the payout should instead go to former shareholders; Chris explains why he thinks that ruling is wrong and likely to be overturned. Podcast with Ian Bezek on RENN from April 2021:"
YouTube Link 2022-01-09T21:49Z 10.6K followers, [----] engagements
"David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business Adam Patinkin CFA Managing Partner at David Capital Partners LLC joins the podcast to discuss his thesis on Lifecore Biomedical Inc. (NASDAQ: LFCR) a fully integrated contract development and manufacturing organization (CDMO). For more information about David Capital Partners please visit: https://davidpartners.com/ Chapters: 0:00 Introduction + Episode sponsor: Fintool 2:23 Who is David Capital and why $LFCR is interesting to Adam 6:16 $LFCR history 12:55 What is a CDMO (Contract Development and"
YouTube Link 2025-03-31T11:40Z 10.6K followers, [----] engagements
"Rules based investing with Methodical Investment's David Kaiser In this episode of Yet Another Value Podcast host Andrew Walker speaks with David Kaiser founder of Methodical Investments a rules-based quantitative investment firm. David shares his journey from qualitative research to systematic value investing explaining how structure discipline and data inform his approach. The conversation explores maintaining consistency amid evolving markets the limits of AI how to avoid pitfalls like melting ice cubes and governance traps and why being different might still deliver alpha. They cover"
YouTube Link 2026-02-08T14:14Z 10.6K followers, [---] engagements
"PJ Kurzweil on Spectrum Brands SPB PJ Kurzweil founder of PJ's SMID Cap Ideas comes on the podcast to discuss his write up on Spectrum Brands (SPB). Spectrum is currently in the process of selling their HHI business and whether that deal goes through or not PJ thinks the stock is too cheap given the quality of their brands / businesses. My notes on SPB: https://twitter.com/YetAnotherValue/status/1547219565016453121s=20&t=n_liDehcIwWBLmo0x51NLQ PJ's SPB write up: https://philippejkurzweil.substack.com/p/spectrum-brands-hard-catalysts-to Chapter 0:00 Intro 2:10 SPB overview 4:55 Why is SPB"
YouTube Link 2022-07-18T12:45Z 10.6K followers, [---] engagements
"Nitin Sacheti breaks down $VATE's SOTP Nitin Sacheti. CIO of Papyrus Capital and PM at ARS Investment Partners breaks down his thesis for Innovate (VATE). VATE used to be known as HCHC. HCHC was a mishmash of interesting but disparate assets with a huge cost base. Following an activist battle in late [----] / early [----] a new management team was brought in and they have sold off noncore assets while dramatically reduing corporate overhead. Nitin believes the remaining assets are all uniquely valuable and each could be worth more than VATE's current market cap on their own. With several looming"
YouTube Link 2021-10-26T13:30Z 10.6K followers, [----] engagements
"Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF Mike Mitchell the king of lumber fintwit discusses his big bet on GreenFirst. Key topics include how Mike found GreenFirst (back when it was Itasca Capital) how he came to know and trust the management team why he's so bullish on lumber and why the thinks the deal to buy Rayonier's lumber assets is such a good one. Note that GreenFirst is a microcap Canadian company and much riskier than your average stock so please remember nothing in this podcast is investing advice and to do your own due diligence. *During the podcast Mike"
YouTube Link 2021-08-18T12:40Z 10.6K followers, [----] engagements
"Jeremy Raper discusses POSaBIT $POSAF Jeremy Raper makes his record fifth podcast appearance to discuss his latest high conviction idea: POSaBIT (POSAF). POSaBIT is a microcap company trading on a very small foreign exchange so risk is certainly elevated here and listeners should remember to do their own work / this is not investing advice. However Jeremy believes that the company's strong growth and big moat far outweigh the various red flags and risk around it and that the stock is significantly undervalued based on where much slower growing peers are trading. Jeremy's seeking alpha"
YouTube Link 2021-11-03T13:18Z 10.5K followers, [----] engagements
"Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated long-term investing approach Cliff discusses the unique characteristics of Carvana's lending model the intricacies of subprime finance and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy alternative data use and risk management while diving deep into market misconceptions around subprime"
YouTube Link 2025-05-08T15:23Z 10.5K followers, [----] engagements
"David Capital's Adam Patinkin Updates the Vistry Thesis $VTY In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearancethis time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early [----] that Vistrys transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price listeners wanted answers. Adam walks through what went wrong why the companys current"
YouTube Link 2025-04-04T20:00Z 10.6K followers, [----] engagements
"Choice Equities' Mitchell Scott making the case that $CROX is not a fad Mitchell Scott Founder and Portfolio Manager at Choice Equities Capital Management joined the podcast to make the case that Crocs Inc. (NASDAQ: CROX) is not a fad. For more information about Choice Equities Capital Management please visit: https://choice-equities.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:36 What is $CROX why is it interesting to Mitchell and $CROX growth story 4:50 What is Jibbitz patent protection on the product and consumer trends using the product 8:22 $CROX valuation"
YouTube Link 2023-08-24T18:04Z 10.6K followers, [----] engagements
"Shomik Ghosh's $CWAN bull thesis In this episode of Yet Another Value Podcast host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research Shomik breaks down C-WANs business model recent acquisitions valuation metrics and long-term growth outlook. They explore how Clearwaters sticky cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset management and hedge funds the conversation unpacks how Clearwater aims to"
YouTube Link 2025-09-22T20:16Z 10.6K followers, [----] engagements
"Lionel Hutz breaks down the JetBlue $JBLU / Spirit $SAVE merger Lionel Hutz Editor of the Lionel Hutz Newsletter on Substack joins the podcast today to discuss the JetBlue (NASDAQ: JBLU) / Spirit (NYSE: SAVE) merger DOJ case. Lionel's JetBlue/Spirit write up: https://lionelhutz.substack.com/p/in-the-spirit-of-competition Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:48 What is so interesting about the JetBlue / Spirit DOJ case 4:18 JetBlue / Spirit merger saga - background 11:34 Why is the "Northeast Alliance" relevant 20:26 DOJ case - "Route Pair Analysis" / "Local"
YouTube Link 2023-10-03T20:18Z 10.6K followers, [----] engagements
"Brian Laks covers the #uranium and Nexgen bull cases $NXE Brian Laks partner at Old West Invest Management discusses the bull case for uranium. Key topics include why this time could be different breaking down the supply / demand curve that has him so excited and discussing why NexGen (NXE) is such an interesting way to play uranium. Brian's twitter account: https://twitter.com/brianlaks Kuppy's uranium shortage post: https://adventuresincapitalism.com/2021/09/02/the-new-gbtc/ Chapters 0:00 Intro 1:30 Uranium overview 2:35 What got Old West so excited about uranium 5:05 Discussing the uranium"
YouTube Link 2021-09-04T14:54Z 10.6K followers, [----] engagements
"Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR Kevin Mak CFA Founder of Creek Drive Capital and Teacher at Stanford University of a course called Financial Trading Strategy discusses his thesis on Sphere Entertainment Co. (NYSE: SPHR). Link to Kevin's $SPHR thesis: https://drive.google.com/file/d/1_jGx22O8NWRlb8zZZmuqMwfa-Ae3Y55o/view Twitter: https://twitter.com/KevinLMak Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:17 Sphere Entertainment Co. $SPHR and why it's interesting to Kevin 3:36 Kevin's views on $MSGN and why that's"
YouTube Link 2023-12-22T17:53Z 10.6K followers, [----] engagements
"Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla Kevin Mak CFA Founder of Creek Drive Capital and Teacher at Stanford University of a course called Financial Trading Strategy discusses his thesis on Pagaya Technologies (NASDAQ: PGY) a company that uses big data and AI to look at people's credit scores and look at people's different credit factors to determine whether or not they are more credit-worthy than what would be otherwise seen in this traditional lending system. Link to Kevin's $PGY articles on Seeking Alpha:"
YouTube Link 2023-06-20T11:36Z 10.6K followers, [----] engagements
"Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT Rory Wallace Chief Investment Officer at Outerbridge Capital joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT) a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide. For more information about Rory Wallace and Outbridge Capital please visit: https://www.outerbridgecapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Fintool 2:06 What is Allot $ALLT and why is it so interesting to Rory 7:22 What"
YouTube Link 2025-01-22T14:11Z 10.5K followers, [---] engagements
"Avi Fisher from Long Cast Advisors on CoreCard $CCRD Avi Fisher from Long Cast Advisors joins the pod to talk about CoreCard (CCRD). Key topics include the risks and opportunities from their Apple Card / GS relationship and the benefits of the CEOs measured growth approach. Chapters: 0:00 Intro 3:30 Avi's framework for evaluating stocks 22:45 How Avi found CCRD 24:35 CCRD's background 32:00 Discussing the GS relationship and concentration 36:50 CCRD's different revenue lines 40:50 Discussing the "Elephant in the room" (BB article on Apple trying to in house) 50:00 Could GS buy CCRD 52:45"
YouTube Link 2022-12-12T13:52Z 10.6K followers, [---] engagements
"Mike Melby from Gate City Capital on Amrep $AXR Mike Melby Founder and Portfolio Manager at Gate City Capital comes on to discuss his background and his investment into Amrep (AXR) which his firm owns 18% of. Gate City Capital website: https://www.gatecitycap.com/ Show Chapters: 0:00 intro 1:00 Mike's background 22:45 Amrep's history 29:30 How Mike thinks about Amrep's land 55:15 Walkthrough of Amrep's Sum of the Parts (SOTP) 1:12:30 Amrep's recent big repurchase"
YouTube Link 2020-11-04T12:47Z 10.5K followers, [----] engagements
"Yaron Naymark from [--] Main Capital on RCI Hospitality $RICK Yaron Naymark founder and Portfolio Manager at [--] Main Capital discusses his investment in RCI Hospitality (RICK). RICK is a cash flow machine and Yaron thinks the company is set to compound free cash flow per share at an accelerated rate for years as they continue to roll up the gentlemen's club industry at very low multiples execute on their Bombshell's growth plans and repurchase shares when they trade at attractive prices. Yaron's Twitter: https://twitter.com/1MainCapital 1maincapital's website: https://www.1maincapital.com/"
YouTube Link 2021-04-09T12:35Z 10.6K followers, [----] engagements
"Mostly Borrowed Ideas on Etsy Abdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive that left him bullish on Etsy. We discuss why he thinks Amazon Ebay and Instagram shopping aren't a threat why he doesn't think the current valuation is too expensive and how Covid has caused a huge increase in sales on Etsy. You can find Abdullah on twitter here: https://twitter.com/borrowed_ideas"
YouTube Link 2020-10-16T13:04Z 10.6K followers, [----] engagements
"Kuppy is active on $LEE Kuppy comes on the show to discuss his recent activism at LEE and why he thinks the stock is dramatically undervalued. My notes on LEE: https://twitter.com/AndrewRangeley/status/1470403307420139521s=20 Kuppy's LEE thesis: https://adventuresincapitalism.com/2021/12/10/18747/ KEDM: https://www.kedm.com/what-is-kedm/ Chapters 0:00 Intro 2:00 LEE Overview 7:55 Why does Kuppy think Alden's LEE offer is so undervalued 12:35 Why does small town local news offer a moat 17:30 Is LEE's digital growth real or is it just small base effect 20:20 Can the LEE team execute the growth"
YouTube Link 2021-12-16T15:52Z 10.6K followers, [----] engagements
"Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal Jon Boyar from the Boyar Value Group returns to the podcast to discuss the proposed merger between MSGE and MSGN. To put it bluntly the deal is a disaster with absolutely no strategic rational and Jon walks through all of the reasons the deal doesn't make sense. Jon's first podcast appearance: https://youtu.be/J2trsM41DTU Boyar's letter to the MSGN board: https://www.boyarvaluegroup.com/blog/the-boyars-value-groups-letter-to-james-dolan/ If you're interested in hearing more about Jon's take on the different pieces of the MSG"
YouTube Link 2021-04-05T11:50Z 10.5K followers, [----] engagements
"Tim Weber is bullish $AMPY despite the oil spill Tim Weber a private investor discusses the bull thesis for $AMPY. We're in a period of heightened uncertainty as the company's Beta asset was responsible for an oil spill last weekend. However Tim think the market has shot AMPY and priced in a worst case scenario without factoring in lots of other factors (the likelihood a ship is responsible for the spill that this spill is much smaller than precedent spills and damages shoudl thus be significantly lower etc.). AMPY is a microcap oil and gas company with high leverage and ongoing risk from the"
YouTube Link 2021-10-08T14:28Z 10.6K followers, [----] engagements
"Bill Chen on why the opportunity exists right now in publicly-traded Real Estate Bill Chen a real estate investor and Managing Director at Rhizome Partners returns to the podcast to provide his latest insights on what's happening in publicly-traded real estate market private real estate market and literally everything real estate in between. For more information about Rhizome Partners please visit: http://rhizomepartners.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:38 Discrepancy between publicly-traded real estate and private market value / what's going on in REITs 4:27"
YouTube Link 2023-10-09T13:28Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets February [----] Chris DeMuth returns to the podcast for his monthly state of the markets with updates on TGNA ATVI AMC / APE and MANU. Chapters 0:00 Intro 2:30 TGNA 27:00 ATVI / MSFT 42:30 AMC / APE 50:00 MANU"
YouTube Link 2023-03-01T18:57Z 10.6K followers, [---] engagements
"GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis Kyle Mowery Managing Partner and Portfolio Manager at GrizzlyRock Capital joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN) an automotive services company in North America providing a range of consumer and commercial automotive needs including paint collision glass vehicle repair oil change maintenance and car wash To see the full DRVN deck see: https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf Chapters: 0:00"
YouTube Link 2024-10-13T15:24Z 10.6K followers, [----] engagements
"Artem Fokin from Caro-Kann on Burford's bull case Artem Fokin founder of Caro-Kann Capital discusses the bull case for Burford (BUR). Burford is a litigation finance firm and Artem makes a compelling case that they are both undervalued on an asset basis and have a moat giving their scale. Caro-Kann's website: http://caro-kann-capital.com/ My thread on Burford prep: https://twitter.com/AndrewRangeley/status/1415795903751983109s=20 Chapters 0:00 Intro 1:35 Burford Overview 6:00 Does Burford bring something other than money to the table 13:45 Is Burford's scale a competitive advantage 19:30 Why"
YouTube Link 2021-07-18T17:45Z 10.6K followers, [----] engagements
"Pershing Square Challenge [----] winning team shares pitch on Valvoline $VVV The team that won the Pershing Square Challenge Garrett Wallis Jared Duda and Joseph Montgomery Ferguson joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmAe=21DQAc Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 1:49 Backgrounds on team that won the Pershing Square Challenge 3:13 Valvoline Inc. $VVV pitch 8:57 Store density / DIY customer share"
YouTube Link 2024-05-14T11:59Z 10.6K followers, [----] engagements
"Sean Iddings on the bull case for $EXPI Sean Iddings an entrepreneur and microcap investor discusses his high conviction position in eXp World Holdings (EXPI). EXPI is a hyper growth company that is attacking the real estate brokerage business with an interesting model. Sean breaks down the business the upside he sees in the company and addresses some of the red flags surrounding the stock. Seans EXPI write up: https://www.thewoodshedd.com/posts/2021-07-09-highconviction-copy/#how-to-value-expi Sean's twitter: https://twitter.com/iddings_sean My notes on EXPI including some interesting proxy"
YouTube Link 2021-08-06T15:46Z 10.6K followers, [----] engagements
"Avation Post-Mortem with Jeremy Raper $AVAP Jeremy Raper returns for a deep-dive postmortem on his high-conviction investment in aviation leasing company AVAP. From sourcing the deal via Twitter to acquiring a 20% block at well below book value to negotiating with key stakeholders and navigating operational hurdles Jeremy recounts the challenges and victories of shareholder activism in a niche sector. This case study sheds light on the realities of unlocking value in the public markets and the grind behind executing a thesis even when the setup looks ideal on paper."
YouTube Link 2026-01-23T14:26Z 10.5K followers, [----] engagements
"Chris McIntyre thinks $MSGE is a cheap stock Chris McIntyre returns to the podcast to discuss his belief that MSGE is a cheap stock. Key topics include how to look at the Sphere why the Dolans might not be as bad as you think and why he thinks the company will gush free cash flow once the Sphere is completed. My notes on MSGE: https://twitter.com/AndrewRangeley/status/1469002333908606979s=20 Chris's website / presentation on MSGE: https://msgeisacheapstock.com/presi.html My podcast with Jon Boyar on the awful MSGE / MSGN deal: https://twitter.com/AndrewRangeley/status/1379040448149356546s=20"
YouTube Link 2021-12-14T12:44Z 10.5K followers, [----] engagements
"Lionel Hutz on Liquidia's patent battle $LQDA Lionel Hutz discusses his thesis for Liquidia (LQDA) and why the thinks they are likely to win their patent battle against United Therapeutics (UTHR). Lionel's LQDA write up: https://lionelhutz.substack.com/p/waiting-with-bated-breath-for-liquidia Chapters 0:00 Intro 2:50 LQDA overview 8:05 Diving into the patent background 16:10 Breaking down the conflicting rulings on the '793 patent 19:55 Why the PTAB ruling is the most important for '793 21:55 What's so unique about the judge's ruling on '793 28:30 Why PTAB ruled the '793 patent invalid 37:40"
YouTube Link 2022-12-19T13:52Z 10.6K followers, [----] engagements
"Chris DeMuth's State of the Markets July [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July [----] edition Chris provides the latest takes on the Activision / Microsoft deal following the judge's ruling Silicon Motion $SIMO / MaxLinear $MXL deal Liquidia $LQDA and Burford $BUR. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:42 Updated take on Activision / Microsoft deal following the judge's ruling 16:18 Silicon Motion $SIMO / MaxLinear"
YouTube Link 2023-08-01T13:06Z 10.6K followers, [---] engagements
"B. Riley's Dan Day describes Supply Side Platform (SSP) CTV + Magnite $MGNI thesis Dan Day CFA Equity Research Analyst at B. Riley Securities joins the podcast today to discuss the digital advertising business SSPs and his thesis on Magnite Inc. (NASDAQ: MGNI) the worlds largest independent sell-side advertising company (according the company's website). To get in touch with Dan Day you can reach him via email here: dday@brileyfin.com Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:35 What is Magnite Inc. (NASDAQ: MGNI) and why is it interesting to Dan 8:57 Take rate on"
YouTube Link 2023-09-27T16:27Z 10.6K followers, [---] engagements
"Chris Colvin thinks Veritas is stealing $HMHC Chris Colvin returns to the podcast to discuss why he invested in Houghton Mifflin Harcourt (HMHC) and why he thinks the deal to sell HMHC to Veritas is much too cheap. Breach Inlet's letter to HMHC: https://www.businesswire.com/news/home/20220223005845/en/Breach-Inlet-Capital-Sends-Public-Letter-to-Board-of-Houghton-Mifflin-Harcourt My notes on HMHC: https://twitter.com/AndrewRangeley/status/1503704685861273604s=20&t=BJwJj9NIUfEf4nip2Hlf4w Chapters 0:00 Intro 1:15 HMHC Overview 6:45 Situation Recap 9:00 Why does Chris believe this deal is too"
YouTube Link 2022-03-17T13:41Z 10.6K followers, [----] engagements
"Randy Baron's bull case on $GDS One of the people's favorite guests Randy Baron returns to the podcast to talk about his thesis for GDS. GDS is a Chinese data center company and Randy goes in depth into the company including why their tier [--] footprint gives them a moat how GDS is trading at a discount to private market values and why ADR and VIE fears may be overblown. My notes on GDS: https://twitter.com/YetAnotherValue/status/1516805266565644289s=20&t=_7FcaMp4YYgZ1S4htJXz6g Randy's first podcast on AMRS: https://twitter.com/AndrewRangeley/status/1407669290241777666s=20 Randy's second"
YouTube Link 2022-04-22T14:24Z 10.6K followers, [----] engagements
"MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial Michael D. Cohen CEO & Director of Research at MDC Financial Research LLC joins the podcast for the second time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial now that closing arguments have been made. Known for their Event-Driven Legal investment-research Michael Cohen and his team follow significant legal disputes and are closely watching the $JBLU / $SAVE case. For more information about MDC Financial Research please visit: https://mdcfinancial.com/ For more"
YouTube Link 2023-12-07T14:58Z 10.2K followers, [----] engagements
"Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT Brian Finn CIO of Findell Capital Management discusses the letter he sent to Oportun Financial's board (NASDAQ: OPRT). Since Oportun's September [----] IPO shares have fallen -85% falling well behind competitor OneMain Holdings (OMF). In addition costs have exploded higher and acquisitions have proved disastrous. Findell Capital Management Letter to the Oportun (3/29/2023): https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/64240b4f0cf8705352d472b7/1680083791192/Findell+letter+to+OPRT.pdf Chapters: 0:00"
YouTube Link 2023-04-13T10:56Z 10.6K followers, [----] engagements
"Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC In this episode of Yet Another Value Podcast host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment dissect the complex legal battles with California regulators and assess the upside potential of the project if full production is achieved. The conversation covers Sable's SPAC history economics leadership refinancing plans and what needs to happen for the company to"
YouTube Link 2025-06-06T12:54Z 10.6K followers, [----] engagements
"Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO Jeremy Raper Founder of Raper Capital is back on Yet Another Value Podcast to share his latest idea: Alto Ingredients Inc. (NASDAQ: ALTO) a leading producer and distributor of specialty alcohols and essential ingredients. On June [--] [----] Jeremy published "An Open Letter to the Board of Alto Ingredients Inc." on his website (link below) where he outlines strategic alternatives for the company. For more information about Jeremy Raper and Raper Capital please visit: https://rapercapital.com/ Jeremy's Letter"
YouTube Link 2023-07-03T13:27Z 10.6K followers, [----] engagements
"SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power In this episode of Yet Another Value Podcast host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines the shift from diesel generators and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts the sustainability of GPU investments and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption the future of"
YouTube Link 2025-08-18T11:41Z [----] followers, [----] engagements
"Chris DeMuth's State of the Markets December [----] Chris DeMuth joins the podcast to discuss the state of the markets in December [----] and whats catching his eye in event driven land including updates on ATVI why pre-arb was so bad in [----] and WLFC's proposed takeout. Chapters 0:00 Intro 2:30 What's on Chris's mind 4:00 Discussing why "pre-arb" didn't work in [----] 11:20 Updating ATVI 21:00 Majority takeouts of minorities 29:45 WLFC takeout 37:20 AMZN's IRBT takeout"
YouTube Link 2022-12-22T16:22Z [----] followers, [---] engagements
"Clashing Over Commerce (Fintwit Book Club April 2025) In this episode of the Yet Another Value Podcast FinTwit Book Club Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs they explore how deeply tariffs shaped American politics the surprising economic nuance found in 19th-century policy and the recurring tensions between protectionism and free trade. From supply chain shifts to presidential power dynamics they unpack what history might tell us"
YouTube Link 2025-05-02T13:47Z [----] followers, [---] engagements
"Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month Andrew and co-host Byrne Hobart will discuss their thoughts on a book. This months book is "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo. See Byrne's writing at: https://www.thediff.co/ "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" on Amazon: https://amzn.to/4bsV2Fp Chapters: 0:00 Introduction + Episode sponsor: Fintool 2:24"
YouTube Link 2025-03-05T14:04Z [----] followers, [---] engagements
"Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted" Alex Morris Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research joins the podcast to discuss his first book "Buffett and Munger Unscripted." You can buy your copy of Alex's new book "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi Chapters: 0:00 Introduction + Episode sponsor: Fintool 3:03 Why Alex decided to write "Buffett and Munger Unscripted" 7:53 When did the repetition build up (speaking to organization of the book) 10:23 Incentives and ethical"
YouTube Link 2025-01-21T13:42Z [----] followers, [---] engagements
"HX Research's Enrique Abeyta on importance of power generation power crisis + $TLNE thesis Enrique Abeyta Founder/CEO of HX Research joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE) an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research please visit: https://daily.hxresearch.net/ Enrique's write-up on $TLNE: https://daily.hxresearch.net/p/an-actual-way-to-make-money-from-climate-change Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 2:29 What is Talon Energy and"
YouTube Link 2024-05-17T11:27Z 10K followers, [----] engagements
"March [----] Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff In this episode of the Yet Another Value Podcast Monthly Book Club host Andrew Walker is joined by Byrne Hobart author of The Diff newsletter to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the books candid insights from a hedge fund manager navigating the [----] financial crisis. Andrew and Byrne dig into the accuracy of predictions made in real time the psychology of uncertainty and the relevance of past financial mistakes to todays AI boom and"
YouTube Link 2025-04-01T16:55Z [----] followers, [---] engagements
"David from Kingdom Capital on UNTC David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC). David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-dont-lose Chapters 0:00 Intro 2:30 UNTC overview 5:00 Discussing UNTC's sale process 11:20 Thoughts on UNTC's prelim Q2 numbers 14:45 What is the market missing with UNTC 18:00 What is UNTC's major shareholder thinking 23:20 Why did the Gulf assets sell for such a discount 27:15 Can UNTC increase their production 30:15 UNTC's drilling / rig segment 33:30 Valuing drilling 38:15"
YouTube Link 2022-08-02T17:41Z [----] followers, [----] engagements
"Random Ramblings December 2024: YAV Empire Parallels between Athletics and Investing + Incentives Welcome to the December [----] edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month Andrew will share thoughts on a few topics - this episode includes: Yet Another Value Empire reflecting on investing focus for [----] Parallels between Athletics and Investing and Incentives. Chapters: 0:00 Introduction to Andrew's Random Ramblings + Episode sponsor: Fintool 2:34 Yet Another Value empire and reflecting on investing focus for [----] 11:32 Parallels between athletics and"
YouTube Link 2024-12-27T15:29Z [----] followers, [---] engagements
"Ari Lazar sees value in $KW Ari Lazar senior analyst at RGA investment advisors discusses his bull case for KW. Ari believes KW trades at a material discount to NAV and that discount should shrink as the company's growth starts to ramp up in the near future. My tweet thread on KW: https://twitter.com/AndrewRangeley/status/1465714725254307840s=20 RGA's Q3 letter w/ KW discussion: https://www.rgaia.com/commentary/q4-2021-investment-commentary-looking-inward-and-looking-westward/ Chapters 0:00 Intro 1:25 KW Overview 2:45 How KW fits into RGA's investment framework 6:35 KW history 8:30 Discussing"
YouTube Link 2021-12-02T13:32Z [----] followers, [---] engagements
"September [----] Random Ramblings In this monthly solo episode of Yet Another Value Podcast host Andrew Walker tackles four wide-ranging themes: Trumps suggestion to change SEC reporting from quarterly to semi-annual filings Elon Musks astonishing $1B open market Tesla buy the potential for alpha from structural market changes and the fine line between improvement and mindless investing practice. Andrew also shares candid thoughts on investor judgment and the current explosion of meme stocks. Tune in for an honest and reflective breakdown of how macro shifts and investor behavior may be shaping"
YouTube Link 2025-09-25T12:41Z [----] followers, [---] engagements
"Pitch the PM's Doug Garber on $TUSK's mammoth cash balance In this episode of Yet Another Value Podcast host Andrew Walker is joined by Doug Garber founder of the Pitch the PM podcast to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap past challenges including fracking and Puerto Rico operations and the implications of recent asset sales. Doug shares insights into TUSK's business segments corporate governance under Wexford and potential capital allocation strategies. They also discuss the strategic outlook with the upcoming"
YouTube Link 2025-05-26T15:41Z [----] followers, [---] engagements
"How Countries Go Broke (June [----] Fintwit Book Club) In this monthly book club edition of Yet Another Value Podcast host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalios latest book How Countries Go Broke: The Big Cycle. The pair probe Dalios sweeping macroeconomic theories debt cycles historical analogies and technologys role in shaping the future. They scrutinize the credibility of Dalios claims the real-world implications of sovereign debt risks and the potential misapplications of macro trading skills to macroeconomic policymaking. The"
YouTube Link 2025-06-26T13:08Z [----] followers, [---] engagements
"Alex Morris TSOH & Author of "Buffett and Munger Unscripted" talks [----] Berkshire Annual Letter Alex Morris Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research joins the podcast to discuss the [----] Berkshire Annual Letter. You can buy your copy of Alex's new book "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi Chapters: 0:00 Introduction + Episode sponsor: Fintool 2:40 Alex's initial thoughts on Berkshire's [----] annual letter 4:23 Was there anything different for Alex reading the letter this year (having worked on the Buffett book and"
YouTube Link 2025-03-11T12:37Z [----] followers, [---] engagements
"Chris Lee discusses his winning stock pitch on $DLA Chris Lee a MBA student who won the Dorsey Stock Pitch Competition comes on the podcast to discuss his winning pitch for Delta Apparel (DLA). Chris's winning pitch: https://dorseystockpitchcompetition.substack.com/p/long-delta-apparel-dlautm_source=substack&utm_campaign=post_embed&utm_medium=web Chapters 0:00 Intro 2:30 Chris's background 4:45 DLA overview 10:20 DLA's valuation 13:40 Returns on capital and competition 17:35 DLA's Fanatics partnership 23:10 The Salt Life Brand 27:30 Is this the right management team for Salt Life 32:30 End"
YouTube Link 2022-11-04T13:48Z [----] followers, [---] engagements
"Chris DeMuth's State of the Markets May [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May [----] edition Chris shares his thoughts on the government suing to block the Horizon Therapeutics sale to Amgen government's history of antitrust cases Amazon / iRobot deal evaluating judges in antitrust cases banking sector and more For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:58 What's on Chris' mind for May [----] starting with government suing to"
YouTube Link 2023-06-01T13:02Z [----] followers, [---] engagements
"Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks Reddit $RDDT Julian Lin Founder of Best of Breed Growth Stocks an investment newsletter joins the podcast to discuss his thesis on Reddit Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: 0:00 Introduction + Episode sponsor: YCharts 1:22 What is Reddit $RDDT and why is it interesting to Julian 2:58 $RDDT bull case 14:09 Network effects 20:46 $RDDT bear case: when will they become profitable What are they spending R&D on 30:45"
YouTube Link 2024-04-29T11:21Z [----] followers, [---] engagements
"Planet Microcap [----] Q&A with Artem Fokin of Caro-Kann Capital In this episode of Yet Another Value Podcast host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of superpowers in investingan individuals unique edge based on comparative advantageand how it shapes portfolio decisions. The discussion extends into sell discipline including identifying when a thesis is broken and handling emotional pitfalls during drawdowns. Artem also touches on evaluating management teams international microcap"
YouTube Link 2025-05-21T13:29Z [----] followers, [---] engagements
"Chris DeMuth's State of the Markets November [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this November [----] edition Chris provides his take on the opacity and aggression of the FTC how he is thinking about the Spirit trial Amazon / iRobot deal and reflections on Charlie Munger. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 2:07 What is on Chris' mind this month: M&A arbitrage anti-trust recent podcast with Lena Khan Chair of the FTC 7:49 How Chris is"
YouTube Link 2023-12-02T00:52Z [----] followers, [---] engagements
"Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play Michael Liu Analyst at Intelligent Fanatics Capital Management discusses Cogstate (ASX: CGS) / (OTCQX: COGZF). Cogstate provides computerized cognitive tests for Alzheimer's clinical trials. Michael came on to discuss his thesis on Cogstate and how a failed takeover attempt could create an interesting special situation. For more information about Michael Liu and Intelligent Fanatics Capital Management please visit: https://if.capital/ You can Follow Michael Liu on Twitter @michael20171 :"
YouTube Link 2023-04-03T13:37Z [----] followers, [----] engagements
"Random Ramblings Oct 2024: networking with good investors geopolitical risks energy probabilities Welcome to the October [----] edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors geopolitical risks oil & energy shortages and follow up to September [----] ramblings on probabilities. Chapters: 0:00 Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus 2:29 Being in the room with good investors 6:35 Geopolitical risks 11:16 Oil/energy shortage 15:06"
YouTube Link 2024-10-25T11:29Z [----] followers, [---] engagements
"The Snowball (May [----] Fintwit Book Club) In this edition of the Yet Another Value Podcast Book Club host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball Alice Schroeders biography of Warren Buffett. Triggered by Buffetts recent retirement the two reflect on how their views have evolved since first reading the book in their 20s. They unpack Buffetts complex personal life his early financial maneuvers near-catastrophic risks and lasting investment philosophies. Key discussions include Buffetts detached family dynamics calculated leverage deep value tactics and"
YouTube Link 2025-06-04T19:18Z [----] followers, [---] engagements
"Bill Chen on HHC's value and Ackman's pending tender Bill Chen a real estate investor returns to the podcast to discuss HHC's value and why Bill Ackman's current tender for the company might undervalue HHC. HHC model: https://t.co/q6lQ69TeXZ Chapters 0:00 Intro 2:50 HHC overview 7:15 How HHC can create value over time 9:15 Valuing HHC's operating assets 11:35 Opportunity cost versus other publicly traded real estate 17:35 Valuing HHC's unstabilized assets 19:30 Valuing HHC's Hawaiian assets (Ward Village) 29:55 Valuing HHC's "other" assets 31:40 Valuing HHC's MPC 45:20 Valuing HHC's Seaport"
YouTube Link 2022-11-07T15:02Z [----] followers, [----] engagements
"Old West's Brian Laks dives into metals mining and uranium In this episode of the Yet Another Value Podcast host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the show. Brian shares deep insights into uranium copper gold and the broader metals market. They revisit Old Wests early uranium thesis and how it has evolved assess coppers growing strategic importance and examine golds unique demand drivers. The conversation covers supply-demand imbalances government involvement in critical minerals tariffs and how AIs energy demands tie back to metals."
YouTube Link 2025-08-14T13:25Z [----] followers, [----] engagements
"The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy Alex Morris Founder of TSOH Investment Research returns to Yet Another Value Podcast for the fourth time to discuss his recent article "Letting Winners Run." For more information about Alex Morris and subscribe to his research service TSOH Investment Research Service please visit: https://thescienceofhitting.com/ You can Follow Alex Morris on Twitter @TSOH_Investing: https://twitter.com/TSOH_Investing "Letting Winners Run" article: https://thescienceofhitting.com/p/letting-winners-run Chapters: 0:00"
YouTube Link 2024-02-07T21:12Z [----] followers, [----] engagements
"Fintool's Nicolas Bustamante on using AI to improve in investing In this episode of Yet Another Value Podcast host Andrew Walker speaks with Nic Bustamante founder of FinTool an AI-powered platform designed for equity analysts and investors. They probe how AI is transforming investment workflows from memo creation to screening and qualitative analysis. Nic shares examples of institutional adoption discusses nuanced challenges like bias in management conversations and forecasts how AI could evolve investor roles. Whether you're deeply entrenched in AI or just starting out this episode provides"
YouTube Link 2025-05-29T10:26Z [----] followers, [---] engagements
"Perfecting the Investing Craft with Caro-Kanns Artem Fokin In this episode of Yet Another Value Podcast host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches they explore long-term process improvements the role of AI in research and how expert calls have changed their approach. Artem and Andrew debate the statistical validity of track records the impact of conviction borrowing and the future of market efficiency in an AI-driven world. Listeners will also hear how Artem's investment"
YouTube Link 2025-08-21T11:12Z [----] followers, [----] engagements
"Ross Levin on Credit Agricole Group CCIs Ross Levin Director of Research at Arbiter Partners joins the pod to discuss his thesis on Credit Agricole S.A. CCIs (Cooperative Investment Certificates). For more information about Arbiter Partners please visit: https://arbiterpartners.net/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:43 Overview of Credit Agricole S.A. and CCIs (Cooperative Investment Certificates) 9:56 Dividend yield on these CCIs 16:51 Value catalyst - Eureka transaction 23:53 Credit Agricole vulnerabilities CCI clean-up + historical examples of buyouts of"
YouTube Link 2023-08-11T11:02Z [----] followers, [---] engagements
"Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart Mordechai Yavneh Founder and Portfolio Manager at Focus Capital returns to the podcast to discuss how the Silicon Motion Technology Corporation (NASDAQ: SIMO) / MaxLinear (NASDAQ: MXL) deal fell apart. Focus Capital's research site (with SIMO deck): https://focuscapitaladvisers.com/research Mordechai's December [----] $SIMO pitch on YAVP: https://youtu.be/f--RrIG1fAQ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:46 Update since Mordechai's $SIMO pitch with Andrew in December 2022; how"
YouTube Link 2023-08-14T14:38Z 10K followers, [---] engagements
"Random Ramblings NOV 2024: Post-Election how top investors stay on their game existential risks Welcome to the November [----] edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on the election polymarket what investors do to stay on top of their game Investing blind spots: financial engineering and existential risks. Chapters: 0:00 Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa 1:57 Quick thoughts on the election market reactions 6:35 Polymarket 9:48 What do"
YouTube Link 2024-11-20T15:03Z [----] followers, [---] engagements
"Lionel Hutz explains why Elon will own Twitter $TWTR Lionel Hutz author of the excellent lionelhutz substack comes on the podcast to talk about the ongoing drama with Twitter and Elon Musk. In this episode we exclusively discuss the Twitter case as it stands on October 13th the odds the deal closes at the end of the month why it might not and what happens if it doesnt. If youre looking for more background on the deal please see my podcast from May with Evan Tindell or August with Professor Ann Lipton and Compound248. Lionel's Twitter: https://twitter.com/LionelHutz_Esq May pod with Evan:"
YouTube Link 2022-10-14T13:41Z [----] followers, [---] engagements
"Marc Rubinstein from Net Interest on the Financial Sector Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID and financial sectors FANG equivalents"
YouTube Link 2020-09-04T11:57Z [----] followers, [---] engagements
"Random Ramblings March 2025: the market sell off relationships with management teams corp gov Welcome to the March [----] edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month Andrew will share thoughts on a few topics - this episode includes: the market sell off relationships with management teams - pros and cons activism and corporate governance and where to live Chapters: 0:00 Introduction + Episode sponsor: Daloopa 2:30 The market sell off 15:45 Developing relationships with management teams 22:02 Corporate governance and activism 25:26 Where to live 28:58"
YouTube Link 2025-03-21T13:38Z [----] followers, [---] engagements
"Chris DeMuth's State of the Markets April [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April [----] edition Chris shares his thoughts on: the markets as we head into the Summer months anti-trust Capri-Tapestry anti-trust case mergers blocked in greater frequency - has there been another time like this and more For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 1:57 Thoughts on markets as we finish up April and head into the Summer months 3:47"
YouTube Link 2024-04-30T20:57Z [----] followers, [---] engagements
"Javier from Blind Squirrel discusses Netflix $NFLX Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix including why Netflix's scale is a massive moat why the "Netflix doesn't do have quality" debate is wrong and why Netflix is years ahead of their competition. Blind Squirrel's Netflix Write Up: https://blindsquirrel.substack.com/p/netflix-focus-and-execution Chapters 0:00 Intro 1:25 Why is Netflix a good investment 7:25 Netflix's relationship with creators 14:05 Where is Netflix's Game of Thrones 21:50 Does Netflix's weak Q1 indicate competition is"
YouTube Link 2021-05-04T12:52Z [----] followers, [---] engagements
"Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) In this episode of Yet Another Value Podcast host Andrew Walker welcomes back Mordechai head of Focus Capital Advisers for his third appearance. They unpack what Mordechai calls the greatest acquisition of all timeValeura Energy's buyout of Gulf of Thailand oil assets. The two deals acquired at rock-bottom prices now generate more than their cost in monthly free cash flow. Mordechai explains the asset's unusual geology the long-tail economics of its reserves and why the market still doesn't get"
YouTube Link 2025-04-02T14:50Z [----] followers, [---] engagements
"August [----] Random Ramblings In this August [----] edition of Yet Another Value Podcast host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in todays bifurcated market where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion muses on hot girl marketing with a focus on Sydney Sweeneys campaigns and discusses what drives real ROI in celebrity partnerships. He closes with reflections on sizing up when holding a true edge and a fascinating challenge trade: Paulson buying"
YouTube Link 2025-08-19T20:28Z [----] followers, [---] engagements
"Chris DeMuth's State of the Markets September [----] Chris DeMuth joins the podcast to discuss the state of the markets in September [----] and whats catching his eye in event driven land including an aggressive anti-trust regime and the potential for a bump at Swedish Match. Chapters 0:00 Intro 1:50 What's on Chris's Mind 3:10 What's happening in Antitrust 8:25 Does UNH's win in CHNG change the environment 10:45 Does European regulation impact the antitrust environment 15:55 The ATVI / MSFT deal 23:30 Is it ok for regulators to be this "outgunned" 27:00 How do the November elections impact the"
YouTube Link 2022-09-28T12:42Z [----] followers, [---] engagements
"Brian Laks from Old West on Tin's Alpha Potential Brian Laks partner at Old West Invest Management discusses the bull case for Tin and why he thinks the world's largest tin miner Alphamin could present an alpha opportunity. Brian's first appearance on Uranium and NXE: https://twitter.com/AndrewRangeley/status/1434879061961019396s=20 Tin market bull case video mentioned: https://www.youtube.com/watchv=4Ro8uCD10-w Chapters 0:00 Intro 2:20 Tin market overview 4:00 What drives the structural increase in tin prices 7:25 Is there an alternative for tin 13:25 Tin supply dynamics 20:20 What would it"
YouTube Link 2022-06-16T11:34Z [----] followers, [----] engagements
"Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze Al Grujic founder and CEO of All of Us Financial (https://www.allofusfinancial.com/) comes on to discuss the Stonk market. Topics include Robinhood stopping trading last week gamma squeezes and how a stock can have over 100% short interest. Chapters 0:00 Intro 1:50 Al's background 4:20 Why All of Us restricted trading last week 9:40 Why couldn't cash accounts buy meme stocks last week 11:45 How should Robinhood have handled their messaging 14:45 How can Gamestop (or any stock) have over 100% short interest 19:25 How up"
YouTube Link 2023-10-18T06:42Z [----] followers, [---] engagements
"Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown Lionel Hutz Editor of the Valorem Research Newsletter on Substack joins the podcast today to provide his Spirit / JetBlue post-trial breakdown. For more information about Valorem Research and to subscribe please visit: https://www.valoremresearch.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:44 General takeaways from Spirit / JetBlue post-trial and post-trial briefs 7:56 DOJ's case what citing of Philadelphia National and Baker Hughes cases as precedents means 13:17 Harm to local markets -"
YouTube Link 2023-12-18T22:44Z [----] followers, [----] engagements
"Born to be wired (September [----] Book Club) In this episode of Yet Another Value Podcast host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired the newly released memoir of John Malone. The conversation explores Malones strategic mastery his historical and modern media investments thoughts on taxation and media regulation. Andrew and Byrne also reflect on Libertys recent underperformance Malones approach to succession and the evolving media landscape. They close with a playful debate on the future of CNN potential Saudi buyouts and"
YouTube Link 2025-10-02T14:12Z [----] followers, [---] engagements
"Andrew Carreon from Emeth Value on Blackstone Minerals $BSM Andrew Carreon founder of Emeth Value discusses his thesis on Blackstone Minerals (BSM). Key points include how some of the company's undeveloped acreage could be a massive call option how rising commodity prices impact BSM's value and how BSM compares to other loose peers. Side note: I had a puppy emergency for the last ten minutes of this podcast; you might see me glancing to the side a bit as my dog (Penny) tries to get my attention. I still think the conversation was great but sorry for that Emeth Value's website:"
YouTube Link 2021-06-10T12:30Z [----] followers, [----] engagements
"How to get a job in investing In this episode of Yet Another Value Podcast host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students MBA candidates or early-career professionals seeking entry into public market investing Andrew shares practical advice on everything from earning credibility to crafting cold emails writing substack pitches and giving impactful stock pitches. He explains actionable strategies like starting a pseudonymous Substack passing CFA Level [--] and approaching investors with genuine"
YouTube Link 2025-08-28T14:18Z [----] followers, [---] engagements
"Random Ramblings July [----] In this July [----] episode of Yet Another Value Podcast host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and questions about hidden leverage. Andrew dissects the potential rise of a new SPAC bubble and lays out a hedge strategy using SPACs at trust value. He then transitions into a deep dive on pattern recognition in investingits power its risks and when it turns into harmful stubbornness. From Warren Buffetts historical lens to Talon Energy and personal investing biases Andrew"
YouTube Link 2025-07-23T13:20Z [----] followers, [---] engagements
"Matt Turk on why corporate history matters with Target Hospitality $TH Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH) one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4cik=1859285 https://www.youtube.com/watchv=31s6todiuM8 Matt's YouTube Channel: https://www.youtube.com/@given2trade4 Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 1:53 What's going on with Target Hospitality $TH and why its interesting to"
YouTube Link 2024-04-23T19:55Z [----] followers, [----] engagements
"More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025) In this bonus episode Andrew and Byrne Hobart from The Diff discuss the [----] book More Than a Numbers Game See Byrne's writing at: https://www.thediff.co/ More Than a Numbers Game on amazon: https://amzn.to/4ajREfe See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer"
YouTube Link 2025-01-15T15:08Z [----] followers, [---] engagements
"Simon Kold Author of "On the Hunt for Great Companies" on what makes a great company Simon Kold Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments joins the podcast to discuss what makes a great company based on his research and writing of his new book "On the Hunt for Great Companies." You can buy your copy of Simon's new book "On the Hunt for Great Companies" here: https://www.amazon.com/Hunt-Great-Companies-Evaluating-Durability/dp/1394285744 Chapters: 0:00 Introduction + Episode sponsor: Fintool 2:30 Why Simon decided to write the book 4:30"
YouTube Link 2025-03-14T13:54Z [----] followers, [---] engagements
"Chris DeMuth's State of the Markets October [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October [----] edition Chris provides his take on problems and opportunities in biotech tax loss selling closed-end funds big spread arbitrage Albertson's / Kroger merger case and predictions for upcoming Liberty Day. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Alphasense 1:22 What is on Chris' mind this month: merger arb closed-end fund failed biotech Liberty Day 3:42"
YouTube Link 2023-10-24T20:35Z [----] followers, [---] engagements
"Rich Howe thinks NXDT could be the next NXRT Rich Howe founder of stock spinoff investing walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the fund is planning to transition to a REIT and Rich thinks that makes the stock very catalyst rich. A related company NXRT pursued a similar move [--] years ago and their stock has gone up 6x since. You can find all my writings here: https://yetanothervalueblog.substack.com/ My thread on NXDT: https://twitter.com/AndrewRangeley/status/1488504533709991943s=20&t=1i5ngJavxgKCHeNtsTWz1A Rich's twitter:"
YouTube Link 2022-02-03T14:49Z [----] followers, [----] engagements
"Brian Mosoff from Ether Capital on the bull case for Ether Brian Mosoff CEO of Ether Capital Corp does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin how proof of stake and EIP-1559 will improve the Ethereum ecosystem and why Ethereum today looks like investing in computer operating systems in the early 80s. Disclosure: nothing in here is investing advice. Listeners/viewers should remember crypto is extremely risky and do their own work Brian's Twitter: https://twitter.com/brianmosoff Ether Capital's Twitter:"
YouTube Link 2021-06-29T13:40Z [----] followers, [----] engagements
"Random Ramblings May [----] In this May [----] edition of Yet Another Value Podcast host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The episode closes with reflections on how personal preferences influence"
YouTube Link 2025-05-14T14:09Z [----] followers, [---] engagements
"Random Ramblings April [----] In this months episode of Yet Another Value Podcast host Andrew Walker goes solo with his April Ramble recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS a position he's long discussing the companys surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the busted biotech space. Andrew continues with a candid critique of the biotech sectors structural inefficiencies urging investors to push harder on corporate governance rather than avoid the "activist" label. From there he"
YouTube Link 2025-04-15T12:06Z [----] followers, [---] engagements
"Bitcoin futures arb and trading the crypto market with David Fauchier The crypto market currently feels like the wild wild west. It can take only a week or two to run through a full cycle (a bull and a bear market) and coins that are explicitly a joke can be valued at billions of dollars on the back of a tweet from the right celebrity. David Fauchier fund manager at Nickel Digital pops on to discuss how a professional approaches investing in the crypto world. Topics include bitcoin future arb how to approach the risk of fraud or an exchange blowing up and why it makes more sense to invest in"
YouTube Link 2021-05-20T12:43Z [----] followers, [----] engagements
"Chris DeMuth's State of the Markets March [----] It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March [----] edition Chris shares his thoughts on meme stocks being back in vogue $DJT is speculation back in the market right now small caps due for some revenge crypto bitcoin halving and SBF sentencing. For more information about Rangeley Capital please visit: http://www.rangeleycapital.com/ Chapters: 0:00 Introduction + Episode sponsor: Santangel's Review 2:14 Chris' high level thoughts as we conclude March [----] 3:35 Meme stocks back in vogue / $DJT 7:31"
YouTube Link 2024-04-02T13:11Z [----] followers, [---] engagements
"Oxy Capital's Pedro Sousa thesis on high quality low cost gym facilities in the UK $GYM.L Pedro Sousa Principal at Oxy Capital joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in [----] the Gym Group is the original provider of high quality low cost gym facilities in the UK. For more information about Oxy Capital please visit: https://oxycapital.com/homepage/ Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 2:05 Overview of Gym Group $GYM.L and why it's interesting to Pedro 9:09 Competitive analysis: Basic-Fit and PureGym 18:00 Raising prices and"
YouTube Link 2024-02-22T17:53Z [----] followers, [---] engagements
"AI in Investing with Daloopa's founder Thomas Li In this episode of Yet Another Value Podcast host Andrew Walker shares a webinar conversation with Thomas Li CEO and co-founder of Daloopa diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks highlighting both the promise and current limitations of large language models in financial analysis. From note synthesis to risk modeling and center book evaluations Thomas outlines the practical realities of AI implementation discusses adoption across firm"
YouTube Link 2025-04-30T14:03Z [----] followers, [---] engagements
"Patrick Wolff shares his thoughts investing in [----] battleground stocks MicroCaps + $TACT thesis Patrick Wolff full-time private investor joins to have a general discussion a wide range of topics: his background (former US Chess champion in [----] and 1995) the right to buy stocks domestic vs. international focus indexing vs. single stock investing battleground stocks advantages investing in MicroCap stocks and closes with his thesis on Transact Technologies $TACT. Chapters: 0:00 Introduction + Episode sponsor: Fundamental Edge 2:01 Patrick Wolff's background 7:10 The right to buy stocks 12:37"
YouTube Link 2024-01-12T20:39Z [----] followers, [----] engagements
"Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH) Stanford Wyatt from August Partners and Rational Research discusses his background in investing and his investment thesis on Nordstrom and The Tile Shop. 0:00 Introduction and Pitch 1:26 Stanford's background 7:15 Discussion of Nordstrom begins 59:00 FinTwit's favorite microcap Tile Shop Rational Reserach: https://rationalresearch.substack.com/"
YouTube Link 2020-10-20T12:26Z [----] followers, [----] engagements
"Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB Asif Suria Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Inside Arbitrage joins the podcast for the second time to discuss his thesis on Pebblebrook Hotel Trust $PEB as well as his thoughts on insider activity post-election. You can buy your copy of Asif's new book "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" here:"
YouTube Link 2024-12-20T17:36Z [----] followers, [---] engagements
"Artem Fokin on Improving with AI and Expert Calls In this episode of Yet Another Value Podcast Andrew Walker teams up again with Artem Fokin head of Caro-Kann Capital for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSenses newest toolslike Grid and Deep Researchinto his diligence process and the pair compare approaches to conducting and analyzing expert calls. This is a tactical"
YouTube Link 2025-09-18T11:40Z [----] followers, [---] engagements
"Railroader (August [----] fintwit book club) In this episode of Yet Another Value Podcast Book Club host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader the biography of Hunter Harrisonone of the most transformative figures in modern railroading. They explore Harrisons management style capital discipline and the precision scheduled railroading model he pioneered. The conversation digs into his alliances with Bill Ackman and Paul Hilal controversial board dynamics and the balance between performance and persona. Was Harrison a generational genius or just a man with perfect"
YouTube Link 2025-09-02T12:56Z [----] followers, [---] engagements
"MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case Michael D. Cohen CEO & Director of Research at MDC Financial Research LLC joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research please visit: https://mdcfinancial.com/ Chapters: 0:00 Introduction + Episode sponsor: Tegus 2:20 Overview: his post-game report on $ACI / $KR case + Michael's comments on the judge 6:25 Now that the trial is over how the case went overall in Michael's opinion 15:14 What were the reactions from those also in the"
YouTube Link 2024-09-23T17:31Z 10.5K followers, [---] engagements
"Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process Zachary Buckley Managing Partner at Buckley Capital Management joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp-113000826.html Chapters: 0:00 Introduction + Episode sponsor: Tegus 1:43 Overview of Dentalcorp $DNTL.TO and his letter to the Board & Management 7:15"
YouTube Link 2024-06-27T13:15Z 10.2K followers, [----] engagements
"OLD: Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff Judd Arnold from Lake Cornelia Capital joins for a wide ranging discussion of inflection investing $TOI's unique oncology model and tons of stuff on risk management and portfolio construction. See Lake Cornelia's Substack here: https://lakecornelia.substack.com/ ______________________________________________________________________ 00:00:00 Podcast intro and guest announcement 00:02:41 Judd on becoming a father 00:03:40 Judd discusses launching Substack 00:06:30 Complexity versus simplicity in investing 00:07:52"
YouTube Link 2026-01-08T13:56Z 10.4K followers, [---] engagements
"Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA Marc Rubinstein Founder and Editor of the Net Interest Newsletter (link to substack below) is back on the podcast to discuss his article titled "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-trade Chapters: 0:00 Introduction + Episode sponsor: Daloopa 1:40 Background and history of $FNMA 17:07 Turning point in [----] (background cont'd.) 20:19 $FNMA privatization argument"
YouTube Link 2024-07-22T19:21Z 10.4K followers, [----] engagements
"Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech Dave Johnson Managing Partner at Caligan Partners makes his second appearance to discuss his thesis on MorphoSys AG (FSE: MOR; NASDAQ: MOR) including: history of the company change in business strategy from a royalty play to traditional biotech Pelabresib clinical trials for Myelofibrosis indication and more For more information about Dave Johnson and Caligan Partners please visit: https://www.caliganpartners.com/ Chapters: 0:00 Introduction + Episode sponsor: Stream by Alphasense 1:47 What is"
YouTube Link 2023-06-16T12:05Z 10.1K followers, [----] engagements
"November [----] Random Ramblings Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed strategies. Andrew also explores the mental traps of buying stocks he initially passed on offers cautious commentary on shorting the so-called "AI bubble" and reflects on why trusting management projections and NAV estimates often ends in disappointment. With a new baby on the way Andrew signs off with personal updates and an open invitation for listeners to reach out"
YouTube Link 2025-11-14T14:22Z 10.1K followers, [---] engagements
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