Yet Another Value Podcast

279 Episodes

1. Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul

   Published: 12/27/2023
2. Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR

   Published: 12/22/2023
3. Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

   Published: 12/20/2023
4. Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

   Published: 12/20/2023
5. Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

   Published: 12/15/2023
6. Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

   Published: 12/11/2023
7. ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction

   Published: 12/8/2023
8. MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

   Published: 12/7/2023
9. Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

   Published: 12/5/2023
10. Chris DeMuth's State of the Markets November 2023

    Published: 12/2/2023
11. YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

    Published: 11/30/2023
12. MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial

    Published: 11/13/2023
13. Chris DeMuth's State of the Markets October 2023

    Published: 10/24/2023
14. Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

    Published: 10/17/2023
15. Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

    Published: 10/12/2023
16. Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

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

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

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

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

    Published: 10/2/2023