Yet Another Value Podcast

279 Episodes

1. Chris DeMuth's State of the Markets June 2024

   Published: 7/3/2024
2. Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

   Published: 7/1/2024
3. Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

   Published: 6/27/2024
4. BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS

   Published: 6/22/2024
5. Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift

   Published: 6/18/2024
6. Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

   Published: 6/13/2024
7. 1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L

   Published: 6/10/2024
8. Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

   Published: 6/7/2024
9. Chris DeMuth's State of the Markets May 2024

   Published: 6/3/2024
10. Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing

    Published: 6/3/2024
11. Asif Suria on the Six Special Situation Strategies to Outperform the Market

    Published: 5/20/2024
12. HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

    Published: 5/17/2024
13. Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

    Published: 5/14/2024
14. Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising

    Published: 5/8/2024
15. Chris DeMuth's State of the Markets April 2024

    Published: 5/5/2024
16. Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT

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

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

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

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

    Published: 4/8/2024