Yet Another Value Podcast

325 Episodes

1. Recurve Capital's Aaron Chan on Cogent $CCOI

   Published: 6/11/2025
2. Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

   Published: 6/6/2025
3. The Snowball (May 2025 Fintwit Book Club)

   Published: 6/4/2025
4. Muddy Waters' Darren McLean on investing in the mining sector

   Published: 6/3/2025
5. Fintool's Nicolas Bustamante on using AI to improve in investing

   Published: 5/29/2025
6. Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

   Published: 5/26/2025
7. Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital

   Published: 5/21/2025
8. Pershing Square Challenge 2025 winners on Carlisle $CSL

   Published: 5/19/2025
9. Random Ramblings May 2025

   Published: 5/14/2025
10. Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA

    Published: 5/8/2025
11. Clashing Over Commerce (Fintwit Book Club April 2025)

    Published: 5/2/2025
12. AI in Investing with Daloopa's founder Thomas Li

    Published: 4/30/2025
13. Random Ramblings April 2025

    Published: 4/15/2025
14. Avoiding the Zombie Biopharm trap at Keros $KROS

    Published: 4/9/2025
15. Windward's Marc Chalfin Turtle Beach Thesis $TBCH

    Published: 4/8/2025
16. David Capital's Adam Patinkin Updates the Vistry Thesis $VTY

    Published: 4/5/2025
17. Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

    Published: 4/2/2025
18. March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

    Published: 4/1/2025
19. David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

    Published: 3/31/2025
20. Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

    Published: 3/24/2025