Yet Another Value Podcast

279 Episodes

1. Papyrus Capital's Nitin Sacheti updates his $VATE thesis

   Published: 6/23/2023
2. Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

   Published: 6/20/2023
3. Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

   Published: 6/16/2023
4. 1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

   Published: 6/12/2023
5. Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

   Published: 6/9/2023
6. Brian McGough from Hedgeye on the (dismal) State of Retail

   Published: 6/7/2023
7. Chris DeMuth's State of the Markets May 2023

   Published: 6/1/2023
8. The Chancery Daily and the Case of the Apes and $AMC

   Published: 5/26/2023
9. BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

   Published: 5/21/2023
10. BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

    Published: 5/21/2023
11. Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

    Published: 5/15/2023
12. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

    Published: 5/8/2023
13. Chris DeMuth's State of the Markets for April 2023

    Published: 5/2/2023
14. Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

    Published: 4/24/2023
15. Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

    Published: 4/19/2023
16. Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

    Published: 4/13/2023
17. Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

    Published: 4/10/2023
18. Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

    Published: 4/3/2023
19. Chris DeMuth's State of the Markets for March 2023

    Published: 3/31/2023
20. Alex Morris provides 2023 overview on Cable and what makes Media so attractive

    Published: 3/28/2023