Yet Another Value Podcast
Podcast tekijän mukaan Andrew Walker
327 Jaksot
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Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Julkaistiin: 27.12.2024 -
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Julkaistiin: 20.12.2024 -
Asheville Capital Management's Jake Barfield on InPost's scaling moat
Julkaistiin: 5.12.2024 -
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Julkaistiin: 23.11.2024 -
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Julkaistiin: 20.11.2024 -
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Julkaistiin: 15.11.2024 -
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Julkaistiin: 8.11.2024 -
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Julkaistiin: 25.10.2024 -
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Julkaistiin: 17.10.2024 -
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Julkaistiin: 13.10.2024 -
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Julkaistiin: 26.9.2024 -
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Julkaistiin: 24.9.2024 -
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Julkaistiin: 23.9.2024 -
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Julkaistiin: 22.9.2024 -
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Julkaistiin: 17.9.2024 -
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Julkaistiin: 16.9.2024 -
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Julkaistiin: 10.9.2024 -
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Julkaistiin: 5.9.2024 -
Chris DeMuth's State of the Markets August 2024
Julkaistiin: 30.8.2024 -
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Julkaistiin: 27.8.2024
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
