327 Episodo

  1. Chris DeMuth's State of the Markets October 2023

    Publicado: 24/10/2023

  2. Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

    Publicado: 17/10/2023

  3. Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

    Publicado: 12/10/2023

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

    Publicado: 9/10/2023

  5. HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

    Publicado: 6/10/2023

  6. Chris DeMuth's State of the Markets September 2023

    Publicado: 4/10/2023

  7. Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

    Publicado: 3/10/2023

  8. Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

    Publicado: 2/10/2023

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

    Publicado: 27/9/2023

  10. Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

    Publicado: 25/9/2023

  11. Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

    Publicado: 23/9/2023

  12. Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

    Publicado: 13/9/2023

  13. Chris DeMuth's State of the Markets August 2023

    Publicado: 1/9/2023

  14. Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

    Publicado: 31/8/2023

  15. Choice Equities' Mitchell Scott making the case that $CROX is not a fad

    Publicado: 24/8/2023

  16. Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

    Publicado: 18/8/2023

  17. Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

    Publicado: 14/8/2023

  18. Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

    Publicado: 11/8/2023

  19. Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

    Publicado: 7/8/2023

  20. Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

    Publicado: 2/8/2023

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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

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