Yet Another Value Podcast

244 Episodes

1. Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT

   Published: 4/29/2024
2. Matt Turk on why corporate history matters with Target Hospitality $TH

   Published: 4/23/2024
3. Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

   Published: 4/17/2024
4. TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining

   Published: 4/12/2024
5. Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches

   Published: 4/8/2024
6. Chris DeMuth's State of the Markets March 2024

   Published: 4/2/2024
7. Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger

   Published: 3/27/2024
8. Matt Warder shares state of the coal markets + $AMR $HCC

   Published: 3/26/2024
9. Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences

   Published: 3/21/2024
10. Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024

    Published: 3/18/2024
11. Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

    Published: 3/14/2024
12. Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

    Published: 3/11/2024
13. Chris DeMuth's State of the Markets February 2024

    Published: 3/5/2024
14. Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE

    Published: 3/3/2024
15. Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L

    Published: 2/22/2024
16. Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point

    Published: 2/19/2024
17. The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy

    Published: 2/7/2024
18. Chris DeMuth's State of the Markets January 2024

    Published: 2/1/2024
19. Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM

    Published: 1/25/2024
20. Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism

    Published: 1/19/2024