327 Épisodes

  1. Chris DeMuth's State of the Markets for April 2023

    Publié: 02/05/2023

  2. Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

    Publié: 24/04/2023

  3. Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

    Publié: 19/04/2023

  4. Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

    Publié: 13/04/2023

  5. Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

    Publié: 10/04/2023

  6. Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

    Publié: 03/04/2023

  7. Chris DeMuth's State of the Markets for March 2023

    Publié: 31/03/2023

  8. Alex Morris provides 2023 overview on Cable and what makes Media so attractive

    Publié: 28/03/2023

  9. John Maxfield on Investing in Banks in a Post-SIVB World

    Publié: 21/03/2023

  10. An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

    Publié: 20/03/2023

  11. Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG

    Publié: 14/03/2023

  12. Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

    Publié: 07/03/2023

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

    Publié: 01/03/2023

  14. Yaron Naymark on IWG's value case

    Publié: 27/02/2023

  15. Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

    Publié: 13/02/2023

  16. Chris DeMuth's State of the Markets January 2023

    Publié: 30/01/2023

  17. Artem Fokin from Caro-Kann on Kaspi $KSPI

    Publié: 23/01/2023

  18. Jeremy Raper on his Serica engagement campaign (SQZ)

    Publié: 19/01/2023

  19. Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

    Publié: 09/01/2023

  20. Tidewater's management on the offshore inflection $TDW

    Publié: 06/01/2023

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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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