Yet Another Value Podcast

301 Episodes

1. Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)

   Published: 3/5/2025
2. Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research

   Published: 2/28/2025
3. Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

   Published: 2/26/2025
4. Yet Another Value's special situation: Sage Therapeutics $SAGE

   Published: 2/20/2025
5. Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

   Published: 2/19/2025
6. Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

   Published: 2/13/2025
7. SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

   Published: 2/11/2025
8. Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy

   Published: 2/7/2025
9. Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model

   Published: 2/4/2025
10. 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

    Published: 2/2/2025
11. Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

    Published: 1/22/2025
12. Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"

    Published: 1/21/2025
13. More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)

    Published: 1/15/2025
14. Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL

    Published: 1/2/2025
15. Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives

    Published: 12/27/2024
16. Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

    Published: 12/20/2024
17. Asheville Capital Management's Jake Barfield on InPost's scaling moat

    Published: 12/5/2024
18. First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

    Published: 11/23/2024
19. Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

    Published: 11/20/2024
20. Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

    Published: 11/15/2024