Latest Value investing Podcast Episodes
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Yet Another Value Podcast - July 15, 2024 14:52 - 1 hourJohn Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduc...
Chris DeMuth's State of the Markets June 2024
Yet Another Value Podcast - July 03, 2024 16:29 - 34 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. ...
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Yet Another Value Podcast - July 01, 2024 16:12 - 1 hourRon Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05...
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Yet Another Value Podcast - June 27, 2024 13:16 - 46 minutesZachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yah...
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Yet Another Value Podcast - June 22, 2024 21:15 - 33 minutesBONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&...
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Yet Another Value Podcast - June 18, 2024 14:08 - 23 minutesWelcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more i...
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Yet Another Value Podcast - June 13, 2024 13:00 - 56 minutesSteven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Te...
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Yet Another Value Podcast - June 10, 2024 15:44 - 1 hourYaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YA...
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Yet Another Value Podcast - June 07, 2024 14:47 - 1 hourJacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com...
Chris DeMuth's State of the Markets May 2024
Yet Another Value Podcast - June 03, 2024 17:59 - 44 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapt...
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Yet Another Value Podcast - June 03, 2024 14:09 - 1 hourMario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introd...
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Yet Another Value Podcast - May 20, 2024 10:15 - 56 minutesAsif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines in his book to outperform the market. You can buy your copy of Asif's new book, "The Event-Driven...
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Yet Another Value Podcast - May 17, 2024 11:29 - 1 hourEnrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research, please visit: https://daily.h...
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Yet Another Value Podcast - May 14, 2024 12:00 - 1 hourThe team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuT...
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Yet Another Value Podcast - May 08, 2024 15:47 - 19 minutesWelcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and ...
Chris DeMuth's State of the Markets April 2024
Yet Another Value Podcast - May 05, 2024 16:16 - 50 minutesIt's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time li...
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Yet Another Value Podcast - April 29, 2024 05:41 - 1 hourJulian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: [0:00] Introduction + ...
Best of Breed Growth Stocks' Justin Lin thesis on king of the meme stocks, Reddit $RDDT
Yet Another Value Podcast - April 29, 2024 05:41 - 1 hourJustin Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: [0:00] Introduction + ...
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...
Related Value investing Topics