Latest Value investing Podcast Episodes
Matt Turk on why corporate history matters with Target Hospitality $TH
Yet Another Value Podcast - April 23, 2024 19:58 - 1 hourMatt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4?cik=1859285 https:/...
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Yet Another Value Podcast - April 17, 2024 18:13 - 45 minutesScott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in more than 110 countries use PAR’s restaurant point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leadin...
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Yet Another Value Podcast - April 12, 2024 14:28 - 1 hourPatrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. TeraWulf owns and operates vertically integrated, environmentally clean bitcoin mining facilities in the United States. For more information and to subscribe to T...
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Yet Another Value Podcast - April 08, 2024 15:33 - 1 hourDevin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST). Quick description on Haypp Group (according to their website): The Haypp Group is spearheading the global transformation from smoking to hea...
Chris DeMuth's State of the Markets March 2024
Yet Another Value Podcast - April 02, 2024 13:12 - 41 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing. ...
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Yet Another Value Podcast - March 27, 2024 13:50 - 1 hourJudd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger. $PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view For more information for Lake Cornelia Research Managemen...
Matt Warder shares state of the coal markets + $AMR $HCC
Yet Another Value Podcast - March 26, 2024 12:22 - 1 hourMatt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more! You can Foll...
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Yet Another Value Podcast - March 21, 2024 13:18 - 1 hourChristopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries. For more info...
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Yet Another Value Podcast - March 18, 2024 12:57 - 1 hourDerek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more! For more information about Gator Capital Management, please visit: https://gatorcapital.com/ Chapters: [0...
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Yet Another Value Podcast - March 14, 2024 12:10 - 1 hourChris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of home heating products, propane, anhydrous ammonia (“NH3”) and natural gas liquids (“NGL”) transport vehicles and storage vessels, energy processin...
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Yet Another Value Podcast - March 11, 2024 15:10 - 1 hourDrew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds vertical market software businesses. For more information about Speedwell Research, please visit: https://speedwellresearch.com/ Speedwell Research...
Chris DeMuth's State of the Markets February 2024
Yet Another Value Podcast - March 05, 2024 17:26 - 47 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example). Fo...
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Yet Another Value Podcast - March 03, 2024 18:12 - 47 minutesAustin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing and technology brand best known for its Sacs, The World's Most Comfortable Seat. For more information about Aurora Financial Strategies, please ...
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Yet Another Value Podcast - February 22, 2024 17:53 - 1 hourPedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is the original provider of high quality, low cost gym facilities in the UK. For more information about Oxy Capital, please visit: https://oxycapital.c...
Morgan Housel – Selfish Writing, Fiction vs. Nonfiction, Methods for Connecting Ideas
The Education of a Value Investor - February 21, 2024 12:22 - 1 hourMorgan Housel is the New York Times Bestselling author of The Psychology of Money and Same as Ever and a popular finance blogger. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He is also a partner at The Collaborative Fund and serves on the boa...
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
Yet Another Value Podcast - February 19, 2024 13:54 - 55 minutesEvan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the company engages in the provision of tobacco and nicotine products to consumers worldwide. For more information about Bireme Capital, please visit:...
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Yet Another Value Podcast - February 07, 2024 21:13 - 55 minutesAlex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run." For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please visit: https:/...
Chris DeMuth's State of the Markets January 2024
Yet Another Value Podcast - February 01, 2024 16:35 - 35 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:...
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Yet Another Value Podcast - January 25, 2024 19:15 - 1 hourJon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers. For more information about Voss Capita...
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Yet Another Value Podcast - January 19, 2024 16:37 - 1 hourJudd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting on recent positions with lessons learned and what Judd is focused on for 2024. For more informa...
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Yet Another Value Podcast - January 16, 2024 13:27 - 57 minutesBrett Caughran, Lead Trainer and Founder of Fundamental Edge, joins the podcast to discuss Fundamental Edge, Brett's background, how pod shows think about earnings season, fundamental stories, liquidity and market efficiency, small caps, pod shops, risk management and pod shop culture. To sign ...
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Yet Another Value Podcast - January 12, 2024 20:40 - 59 minutesPatrick Wolff, full-time private investor, joins to have a general discussion a wide range of topics: his background (former US Chess champion in 1992 and 1995), the right to buy stocks, domestic vs. international focus, indexing vs. single stock investing, battleground stocks, advantages invest...
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Yet Another Value Podcast - January 09, 2024 12:15 - 58 minutesJim Royal, Author of "Zen of Thrift Conversions", joins the podcast to provide the basics of "Thrift Conversions", what that means, as well as examples that help illuminate them. Jim's book, "Zen of Thrift Conversions", available on Amazon: https://www.amazon.com/Zen-Thrift-Conversions-Hidden-S...
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Yet Another Value Podcast - January 07, 2024 18:34 - 1 hourAdam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK’s leading provider of affordable mixed tenure homes. For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapt...
Chris DeMuth's State of the Markets December 2023
Yet Another Value Podcast - January 02, 2024 20:09 - 43 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this December 2023 edition, Chris discusses what's on his mind at the end of the year, Merger Arb, $ROIV, $IMVT, thoughts on $SAVE, views on 2024 and lessons learned from 2023. For more information about Rangeley ...
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Yet Another Value Podcast - December 27, 2023 12:42 - 59 minutesAdam Wilk, CFA, Founder and Portfolio Manager of Greystone Capital Management, LLC, joins the podcast to discuss his thesis on Sylogist (TSX: SYZ), provider of mission-critical SaaS solutions to over 2,000 public sector customers globally across the government, nonprofit, and education verticals...
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Yet Another Value Podcast - December 22, 2023 17:53 - 1 hourKevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Sphere Entertainment Co. (NYSE: SPHR). Link to Kevin's $SPHR thesis: https://drive.google.com/file/d/1_jGx22O8NWRlb8zZZmuqMwfa-Ae3Y55o/view ...
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Yet Another Value Podcast - December 20, 2023 21:50 - 1 hourJohn Huber, Founder and Portfolio Manager at Saber Capital Management, joins the podcast today to describe the concept "Inevitable Retail Winners", characteristics of inevitability, as well as talking through many different examples that exemplify this concept. In addition, John shares his thesi...
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
Yet Another Value Podcast - December 20, 2023 14:57 - 1 hourLionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to provide his Spirit / JetBlue post-trial breakdown. For more information about Valorem Research and to subscribe, please visit: https://www.valoremresearch.com/ Chapters: [0:00] Introduction + Episod...
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Yet Another Value Podcast - December 15, 2023 14:23 - 1 hourBrad Hathaway, Managing Partner of Far View Capital Management, joins the podcast today to discuss what he thinks is a compelling setup at Distribution Solutions Group, Inc. (NASDAQ: DSGR), a premier multi-platform specialty distribution company providing high touch, value-added distribution sol...
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