Yet Another Value Podcast

244 Episodes

1. Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

   Published: 10/9/2023
2. HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

   Published: 10/6/2023
3. Chris DeMuth's State of the Markets September 2023

   Published: 10/4/2023
4. Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

   Published: 10/3/2023
5. Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

   Published: 10/2/2023
6. B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

   Published: 9/27/2023
7. Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

   Published: 9/25/2023
8. Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

   Published: 9/23/2023
9. Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

   Published: 9/13/2023
10. Chris DeMuth's State of the Markets August 2023

    Published: 9/1/2023
11. Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

    Published: 8/31/2023
12. Choice Equities' Mitchell Scott making the case that $CROX is not a fad

    Published: 8/24/2023
13. Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

    Published: 8/18/2023
14. Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

    Published: 8/14/2023
15. Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

    Published: 8/11/2023
16. Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

    Published: 8/7/2023
17. Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

    Published: 8/2/2023
18. Chris DeMuth's State of the Markets July 2023

    Published: 8/1/2023
19. Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

    Published: 7/25/2023
20. Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

    Published: 7/21/2023