Yet Another Value Podcast

326 Episodes

1. Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

   Published: 7/25/2023
2. Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

   Published: 7/21/2023
3. Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

   Published: 7/19/2023
4. Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

   Published: 7/13/2023
5. Colarion Partners' Sam Haskell on the financial sector and banks

   Published: 7/10/2023
6. Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

   Published: 7/3/2023
7. Chris DeMuth's State of the Markets June 2023

   Published: 6/29/2023
8. Papyrus Capital's Nitin Sacheti updates his $VATE thesis

   Published: 6/23/2023
9. Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

   Published: 6/20/2023
10. Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

    Published: 6/16/2023
11. 1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

    Published: 6/12/2023
12. Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

    Published: 6/9/2023
13. Brian McGough from Hedgeye on the (dismal) State of Retail

    Published: 6/7/2023
14. Chris DeMuth's State of the Markets May 2023

    Published: 6/1/2023
15. The Chancery Daily and the Case of the Apes and $AMC

    Published: 5/26/2023
16. BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

    Published: 5/21/2023
17. BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

    Published: 5/21/2023
18. Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

    Published: 5/15/2023
19. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

    Published: 5/8/2023
20. Chris DeMuth's State of the Markets for April 2023

    Published: 5/2/2023