327 Épisodes

  1. Chris DeMuth's State of the Markets January 2024

    Publié: 01/02/2024

  2. Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM

    Publié: 25/01/2024

  3. Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism

    Publié: 19/01/2024

  4. Fundamental Edge's Brett Caughran on setting up for success in the pod shop world

    Publié: 16/01/2024

  5. Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis

    Publié: 12/01/2024

  6. Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions

    Publié: 09/01/2024

  7. David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

    Publié: 07/01/2024

  8. Chris DeMuth's State of the Markets December 2023

    Publié: 02/01/2024

  9. Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul

    Publié: 27/12/2023

  10. Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR

    Publié: 22/12/2023

  11. Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

    Publié: 20/12/2023

  12. Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

    Publié: 20/12/2023

  13. Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

    Publié: 15/12/2023

  14. Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

    Publié: 11/12/2023

  15. ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction

    Publié: 08/12/2023

  16. MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

    Publié: 07/12/2023

  17. Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

    Publié: 05/12/2023

  18. Chris DeMuth's State of the Markets November 2023

    Publié: 02/12/2023

  19. YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

    Publié: 30/11/2023

  20. MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial

    Publié: 13/11/2023

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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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