Yet Another Value Podcast

326 Episodes

1. Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch

   Published: 8/20/2024
2. Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

   Published: 8/14/2024
3. Chris DeMuth's State of the Markets July 2024

   Published: 8/5/2024
4. Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

   Published: 7/29/2024
5. Random Ramblings July 2024: stock price driving narrative + investing in products you don't like

   Published: 7/25/2024
6. Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

   Published: 7/22/2024
7. Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK

   Published: 7/15/2024
8. Chris DeMuth's State of the Markets June 2024

   Published: 7/3/2024
9. Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

   Published: 7/1/2024
10. Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

    Published: 6/27/2024
11. BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS

    Published: 6/22/2024
12. Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift

    Published: 6/18/2024
13. Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

    Published: 6/13/2024
14. 1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L

    Published: 6/10/2024
15. Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

    Published: 6/7/2024
16. Chris DeMuth's State of the Markets May 2024

    Published: 6/3/2024
17. Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing

    Published: 6/3/2024
18. Asif Suria on the Six Special Situation Strategies to Outperform the Market

    Published: 5/20/2024
19. HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

    Published: 5/17/2024
20. Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

    Published: 5/14/2024