Yet Another Value Podcast

327 Episodes

1. Brian Laks covers the #uranium and Nexgen bull cases $NXE

   Published: 9/4/2021
2. Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF

   Published: 9/1/2021
3. A $GOED investment thesis that WARRANTs a look with Thomas Braziel

   Published: 8/26/2021
4. Louis Camhi presents an ORIGINal investment thesis $ORGN

   Published: 8/20/2021
5. Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF

   Published: 8/18/2021
6. Sean Iddings on the bull case for $EXPI

   Published: 8/6/2021
7. Chris Krug from Chatham Harbor Capital on Performant $PFMT

   Published: 7/28/2021
8. Artem Fokin from Caro-Kann on Burford's bull case

   Published: 7/18/2021
9. Adam Lindsay takes a TRIP through the LTRPA bull thesis

   Published: 7/14/2021
10. Kyle Cerminara on deSPACing OppFi with $FGNA

    Published: 7/8/2021
11. Uncovering CATO's value with Mike Melby

    Published: 6/30/2021
12. Brian Mosoff from Ether Capital on the bull case for Ether

    Published: 6/29/2021
13. Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology

    Published: 6/23/2021
14. James Elbaor is investing in Dan Loeb at a Discount $TPOU

    Published: 6/17/2021
15. Andrew Carreon from Emeth Value on Blackstone Minerals $BSM

    Published: 6/10/2021
16. Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit

    Published: 5/25/2021
17. Bitcoin futures arb and trading the crypto market with David Fauchier

    Published: 5/20/2021
18. Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX

    Published: 5/17/2021
19. A roundtable on Angi $ANGI

    Published: 5/12/2021
20. Javier from Blind Squirrel discusses Netflix $NFLX

    Published: 5/4/2021