Yet Another Value Podcast

279 Episodes

1. Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

   Published: 10/17/2024
2. GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

   Published: 10/13/2024
3. Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

   Published: 9/26/2024
4. Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

   Published: 9/24/2024
5. MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

   Published: 9/23/2024
6. Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

   Published: 9/22/2024
7. Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

   Published: 9/17/2024
8. Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré

   Published: 9/16/2024
9. Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

   Published: 9/10/2024
10. MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

    Published: 9/5/2024
11. Chris DeMuth's State of the Markets August 2024

    Published: 8/30/2024
12. Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

    Published: 8/27/2024
13. Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood

    Published: 8/23/2024
14. Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch

    Published: 8/20/2024
15. Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

    Published: 8/14/2024
16. Chris DeMuth's State of the Markets July 2024

    Published: 8/5/2024
17. Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

    Published: 7/29/2024
18. Random Ramblings July 2024: stock price driving narrative + investing in products you don't like

    Published: 7/25/2024
19. Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

    Published: 7/22/2024
20. Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK

    Published: 7/15/2024