Yet Another Value Podcast

327 Episodes

1. Dave Waters of Alluvial Capital on $PX

   Published: 9/16/2022
2. James Elbaor is investing in Bill Ackman at a Discount $PSH

   Published: 9/12/2022
3. Jon Boyar on the Dolan Discounts at $MSGS and $MSGE

   Published: 8/26/2022
4. Andrew Carreon from Emeth Value on Diversified Energy $DEC

   Published: 8/22/2022
5. Chris DeMuth's State of the Markets August 2022

   Published: 8/17/2022
6. Professor Ann Lipton and Compound248 on $TWTR vs. Musk

   Published: 8/9/2022
7. David from Kingdom Capital on UNTC

   Published: 8/2/2022
8. Chris DeMuth's state of the markets July 2022

   Published: 7/28/2022
9. PJ Kurzweil on Spectrum Brands SPB

   Published: 7/18/2022
10. Jeremy Raper on the event driven market July 2022

    Published: 7/11/2022
11. Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group

    Published: 7/1/2022
12. Chris DeMuth's State of the Markets June 2022 (podcast #114)

    Published: 6/23/2022
13. Brian Laks from Old West on Tin's Alpha Potential

    Published: 6/16/2022
14. Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis

    Published: 6/10/2022
15. PJ Kurzweil sees smooth sailing ahead for BC

    Published: 5/31/2022
16. Michael Fritzell from Asian Century Stocks on T. Hasegawa

    Published: 5/27/2022
17. Evan Tindell thinks Elon Musk will close the Twitter acquisition

    Published: 5/25/2022
18. Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)

    Published: 5/20/2022
19. Luis Sanchez drives home the Endor thesis (Podcast #107)

    Published: 5/19/2022
20. Chris DeMuth's state of the markets May 2022

    Published: 5/12/2022