Yet Another Value Podcast

326 Episodes

1. Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

   Published: 4/24/2023
2. Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

   Published: 4/19/2023
3. Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

   Published: 4/13/2023
4. Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

   Published: 4/10/2023
5. Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

   Published: 4/3/2023
6. Chris DeMuth's State of the Markets for March 2023

   Published: 3/31/2023
7. Alex Morris provides 2023 overview on Cable and what makes Media so attractive

   Published: 3/28/2023
8. John Maxfield on Investing in Banks in a Post-SIVB World

   Published: 3/21/2023
9. An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

   Published: 3/20/2023
10. Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG

    Published: 3/14/2023
11. Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

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

    Published: 3/1/2023
13. Yaron Naymark on IWG's value case

    Published: 2/27/2023
14. Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

    Published: 2/13/2023
15. Chris DeMuth's State of the Markets January 2023

    Published: 1/30/2023
16. Artem Fokin from Caro-Kann on Kaspi $KSPI

    Published: 1/23/2023
17. Jeremy Raper on his Serica engagement campaign (SQZ)

    Published: 1/19/2023
18. Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

    Published: 1/9/2023
19. Tidewater's management on the offshore inflection $TDW

    Published: 1/6/2023
20. Chris DeMuth's State of the Markets December 2022

    Published: 12/22/2022