Yet Another Value Podcast

279 Episodes

1. B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 7/21/2023
16. Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

    Published: 7/19/2023
17. Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

    Published: 7/13/2023
18. Colarion Partners' Sam Haskell on the financial sector and banks

    Published: 7/10/2023
19. Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

    Published: 7/3/2023
20. Chris DeMuth's State of the Markets June 2023

    Published: 6/29/2023