Yet Another Value Podcast

326 Episodes

1. Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

   Published: 12/20/2024
2. Asheville Capital Management's Jake Barfield on InPost's scaling moat

   Published: 12/5/2024
3. First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

   Published: 11/23/2024
4. Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

   Published: 11/20/2024
5. Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

   Published: 11/15/2024
6. KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL

   Published: 11/8/2024
7. Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities

   Published: 10/25/2024
8. Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

   Published: 10/17/2024
9. GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

   Published: 10/13/2024
10. Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

    Published: 9/26/2024
11. Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

    Published: 9/24/2024
12. MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

    Published: 9/23/2024
13. Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

    Published: 9/22/2024
14. Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

    Published: 9/17/2024
15. Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré

    Published: 9/16/2024
16. Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

    Published: 9/10/2024
17. MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

    Published: 9/5/2024
18. Chris DeMuth's State of the Markets August 2024

    Published: 8/30/2024
19. Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

    Published: 8/27/2024
20. Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood

    Published: 8/23/2024