327 Épisodes

  1. Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives

    Publié: 27/12/2024

  2. Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

    Publié: 20/12/2024

  3. Asheville Capital Management's Jake Barfield on InPost's scaling moat

    Publié: 05/12/2024

  4. First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

    Publié: 23/11/2024

  5. Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

    Publié: 20/11/2024

  6. Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

    Publié: 15/11/2024

  7. KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL

    Publié: 08/11/2024

  8. Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities

    Publié: 25/10/2024

  9. Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

    Publié: 17/10/2024

  10. GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

    Publié: 13/10/2024

  11. Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

    Publié: 26/09/2024

  12. Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

    Publié: 24/09/2024

  13. MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

    Publié: 23/09/2024

  14. Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

    Publié: 22/09/2024

  15. Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

    Publié: 17/09/2024

  16. Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré

    Publié: 16/09/2024

  17. Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

    Publié: 10/09/2024

  18. MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

    Publié: 05/09/2024

  19. Chris DeMuth's State of the Markets August 2024

    Publié: 30/08/2024

  20. Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

    Publié: 27/08/2024

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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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