Yet Another Value Podcast

326 Episodes

1. Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM

   Published: 1/25/2024
2. Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism

   Published: 1/19/2024
3. Fundamental Edge's Brett Caughran on setting up for success in the pod shop world

   Published: 1/16/2024
4. Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis

   Published: 1/12/2024
5. Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions

   Published: 1/9/2024
6. David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

   Published: 1/7/2024
7. Chris DeMuth's State of the Markets December 2023

   Published: 1/2/2024
8. Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul

   Published: 12/27/2023
9. Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR

   Published: 12/22/2023
10. Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

    Published: 12/20/2023
11. Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

    Published: 12/20/2023
12. Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

    Published: 12/15/2023
13. Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

    Published: 12/11/2023
14. ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction

    Published: 12/8/2023
15. MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

    Published: 12/7/2023
16. Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

    Published: 12/5/2023
17. Chris DeMuth's State of the Markets November 2023

    Published: 12/2/2023
18. YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

    Published: 11/30/2023
19. MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial

    Published: 11/13/2023
20. Chris DeMuth's State of the Markets October 2023

    Published: 10/24/2023