327 Épisodes

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

    Publié: 01/08/2023

  2. Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

    Publié: 25/07/2023

  3. Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

    Publié: 21/07/2023

  4. Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

    Publié: 19/07/2023

  5. Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

    Publié: 13/07/2023

  6. Colarion Partners' Sam Haskell on the financial sector and banks

    Publié: 10/07/2023

  7. Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

    Publié: 03/07/2023

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

    Publié: 29/06/2023

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

    Publié: 23/06/2023

  10. Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

    Publié: 20/06/2023

  11. Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

    Publié: 16/06/2023

  12. 1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

    Publié: 12/06/2023

  13. Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

    Publié: 09/06/2023

  14. Brian McGough from Hedgeye on the (dismal) State of Retail

    Publié: 07/06/2023

  15. Chris DeMuth's State of the Markets May 2023

    Publié: 01/06/2023

  16. The Chancery Daily and the Case of the Apes and $AMC

    Publié: 26/05/2023

  17. BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

    Publié: 21/05/2023

  18. BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

    Publié: 21/05/2023

  19. Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

    Publié: 15/05/2023

  20. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

    Publié: 08/05/2023

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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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