Yet Another Value Podcast

325 Episodes

1. Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

   Published: 3/21/2025
2. Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

   Published: 3/19/2025
3. Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company

   Published: 3/14/2025
4. Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter

   Published: 3/11/2025
5. Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)

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

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

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

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

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

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

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

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

    Published: 2/4/2025
14. 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

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

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

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

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

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

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

    Published: 12/20/2024