Yet Another Value Podcast

279 Episodes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 1/19/2024
16. Fundamental Edge's Brett Caughran on setting up for success in the pod shop world

    Published: 1/16/2024
17. Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis

    Published: 1/12/2024
18. Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions

    Published: 1/9/2024
19. David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

    Published: 1/7/2024
20. Chris DeMuth's State of the Markets December 2023

    Published: 1/2/2024