Yet Another Value Podcast
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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Episodes (389)
Guinea Value's Jinshu Zhang on Fiserv $FISV
Apr 10, 2026
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Avory's Sean Emory on Clear Security $YOU
Apr 2, 2026
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Theravance's strategic review with Andy Summers $TBPH
Mar 29, 2026
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Night Watch's Roderick van Zuylen on Marex $MRX
Mar 27, 2026
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March 2026 Random Ramblings
Mar 25, 2026
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Adam May on investing in biotech $NKTR $ABVX
Mar 23, 2026
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Chris Paryse on Ferrellgas's big conversion $FGPR
Mar 20, 2026
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Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Mar 14, 2026
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A tour through the media landscape with TSOH's Alex Morris
Mar 10, 2026
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Carriage House's Will Cleary on $FTAI
Mar 9, 2026
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Roy Swisa on $DJCO
Mar 3, 2026
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Investing in Biotech with Verdad Capital
Feb 24, 2026
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Flying through the Volaris thesis with Antipodes' Phillip Namara
Feb 20, 2026
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February 2026 Random Ramblings
Feb 17, 2026
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How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
Feb 15, 2026
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Rules based investing with Methodical Investment's David Kaiser
Feb 8, 2026
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Bill Chen's follow up on REITs and $ALX
Feb 5, 2026
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Bill Chen on the current set up for REITs
Feb 3, 2026
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January 2026 Random Ramblings
Jan 28, 2026
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Avation Post-Mortem with Jeremy Raper $AVAP
Jan 23, 2026
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General Market Thoughts and the Case for Change at HUMM with Jeremy Raper
Jan 21, 2026
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Adam Buckstein's Stride Thesis $LRN
Jan 18, 2026
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The (Working) Theory of Weird Markets
Jan 15, 2026
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Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Jan 13, 2026
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Randy Baron's "Spicy" Victoria PLC Pitch
Jan 11, 2026
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Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
Jan 8, 2026
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December 2025 Random Ramblings
Dec 30, 2025
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UK Homebuilders with Christian Olesen from Olesen Value Fund
Dec 29, 2025
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$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Dec 26, 2025
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Investing in growth tech with Lead Edge Capital's Evan Skorpen
Dec 22, 2025
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The Fairfax Way with David Thomas $FFH.TO
Dec 16, 2025
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November 2025 Random Ramblings
Nov 14, 2025
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Shining a light on Golden Entertainment's "wealth transfer" $GDEN
Nov 11, 2025
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Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Nov 9, 2025
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Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Nov 3, 2025
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All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Oct 28, 2025
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October 2025 Random Ramblings
Oct 24, 2025
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Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Oct 20, 2025
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Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
Oct 13, 2025
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Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
Oct 7, 2025
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John Malone's Memoirs: Born to be Wired book club
Oct 2, 2025
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Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Sep 29, 2025
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September 2025 Random Ramblings
Sep 25, 2025
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Shomik Ghosh's $CWAN bull thesis
Sep 22, 2025
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Artem Fokin on Improving with AI and Expert Calls
Sep 18, 2025
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Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Sep 12, 2025
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Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
Sep 8, 2025
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Railroader (August 2025 fintwit book club)
Sep 2, 2025
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How to get a job in investing
Aug 28, 2025
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Guinea Value's Jingshu Zhang on $EDU
Aug 24, 2025
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Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
Aug 21, 2025
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August 2025 Random Ramblings
Aug 19, 2025
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SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
Aug 18, 2025
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Old West's Brian Laks dives into metals, mining, and uranium
Aug 14, 2025
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Hidden Gems' Chris Waller Judges Scientific Thesis
Aug 11, 2025
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Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
Aug 1, 2025
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Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
Jul 29, 2025
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Kingdom Capital's David Bastian on United Natural Foods $UNFI
Jul 25, 2025
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Random Ramblings July 2025
Jul 23, 2025
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Midyear 2025 podcast ideas updates
Jul 10, 2025
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How Countries Go Broke (June 2025 Fintwit Book Club)
Jun 26, 2025
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Yummy Century Egg's Guowei Zhang on Echostar $SATS
Jun 24, 2025
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Rhizome Partner's Bill Chen's post-NAREIT takeaways
Jun 19, 2025
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Findell Capital's Brian Finn on Oportun $OPRT
Jun 16, 2025
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Recurve Capital's Aaron Chan on Cogent $CCOI
Jun 11, 2025
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Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Jun 6, 2025
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The Snowball (May 2025 Fintwit Book Club)
Jun 4, 2025
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Muddy Waters' Darren McLean on investing in the mining sector
Jun 3, 2025
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Fintool's Nicolas Bustamante on using AI to improve in investing
May 29, 2025
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Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025
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Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
May 21, 2025
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Pershing Square Challenge 2025 winners on Carlisle $CSL
May 19, 2025
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Random Ramblings May 2025
May 14, 2025
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Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
May 8, 2025
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Clashing Over Commerce (Fintwit Book Club April 2025)
May 2, 2025
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AI in Investing with Daloopa's founder Thomas Li
Apr 30, 2025
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Random Ramblings April 2025
Apr 15, 2025
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Avoiding the Zombie Biopharm trap at Keros $KROS
Apr 9, 2025
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Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Apr 8, 2025
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David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
Apr 5, 2025
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Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
Apr 2, 2025
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March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
Apr 1, 2025
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David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Mar 31, 2025
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Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Mar 24, 2025
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Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Mar 21, 2025
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Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Mar 19, 2025
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Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Mar 14, 2025
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Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Mar 11, 2025
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Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Mar 5, 2025
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Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Feb 28, 2025
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Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Feb 26, 2025
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Yet Another Value's special situation: Sage Therapeutics $SAGE
Feb 20, 2025
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Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Feb 19, 2025
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Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Feb 13, 2025
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SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Feb 11, 2025
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Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Feb 7, 2025
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Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Feb 4, 2025
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1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Feb 2, 2025
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Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Jan 22, 2025
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Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Jan 21, 2025
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More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
Jan 15, 2025
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Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Jan 2, 2025
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Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Dec 27, 2024
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Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Dec 20, 2024
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Asheville Capital Management's Jake Barfield on InPost's scaling moat
Dec 5, 2024
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First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Nov 23, 2024
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Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Nov 20, 2024
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Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Nov 15, 2024
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KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Nov 8, 2024
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Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Oct 25, 2024
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Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Oct 17, 2024
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GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Oct 13, 2024
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Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Sep 26, 2024
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Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Sep 24, 2024
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MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Sep 23, 2024
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Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Sep 22, 2024
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Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Sep 17, 2024
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Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Sep 16, 2024
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Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Sep 10, 2024
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MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Sep 5, 2024
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Chris DeMuth's State of the Markets August 2024
Aug 30, 2024
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Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Aug 27, 2024
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Aug 23, 2024
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Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Aug 20, 2024
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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Aug 14, 2024
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Chris DeMuth's State of the Markets July 2024
Aug 5, 2024
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Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Jul 29, 2024
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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Jul 25, 2024
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Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Jul 22, 2024
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Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Jul 15, 2024
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Chris DeMuth's State of the Markets June 2024
Jul 3, 2024
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Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Jul 1, 2024
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Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Jun 27, 2024
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BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Jun 22, 2024
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Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Jun 18, 2024
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Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Jun 13, 2024
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1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Jun 10, 2024
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Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Jun 7, 2024
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Chris DeMuth's State of the Markets May 2024
Jun 3, 2024
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Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Jun 3, 2024
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Asif Suria on the Six Special Situation Strategies to Outperform the Market
May 20, 2024
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HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
May 17, 2024
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Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
May 14, 2024
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Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
May 8, 2024
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Chris DeMuth's State of the Markets April 2024
May 5, 2024
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Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Apr 29, 2024
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Matt Turk on why corporate history matters with Target Hospitality $TH
Apr 23, 2024
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Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Apr 17, 2024
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TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Apr 12, 2024
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Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Apr 8, 2024
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Chris DeMuth's State of the Markets March 2024
Apr 2, 2024
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Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Mar 27, 2024
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Matt Warder shares state of the coal markets + $AMR $HCC
Mar 26, 2024
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Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Mar 21, 2024
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Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Mar 18, 2024
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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Mar 14, 2024
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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Mar 11, 2024
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Chris DeMuth's State of the Markets February 2024
Mar 5, 2024
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Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Mar 3, 2024
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Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Feb 22, 2024
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Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
Feb 19, 2024
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The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Feb 7, 2024
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Chris DeMuth's State of the Markets January 2024
Feb 1, 2024
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Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Jan 25, 2024
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Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Jan 19, 2024
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Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Jan 16, 2024
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Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Jan 12, 2024
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Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Jan 9, 2024
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David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Jan 7, 2024
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Chris DeMuth's State of the Markets December 2023
Jan 2, 2024
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Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Dec 27, 2023
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Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Dec 22, 2023
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Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Dec 20, 2023
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Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
Dec 20, 2023
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Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Dec 15, 2023
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Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
Dec 11, 2023
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ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
Dec 8, 2023
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MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
Dec 7, 2023
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Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Dec 5, 2023
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Chris DeMuth's State of the Markets November 2023
Dec 2, 2023
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YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
Nov 30, 2023
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MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
Nov 13, 2023
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Chris DeMuth's State of the Markets October 2023
Oct 24, 2023
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Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
Oct 17, 2023
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Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies
Oct 12, 2023
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Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
Oct 9, 2023
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HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
Oct 6, 2023
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Chris DeMuth's State of the Markets September 2023
Oct 4, 2023
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Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case
Oct 3, 2023
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Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM
Oct 2, 2023
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B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis
Sep 27, 2023
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Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR
Sep 25, 2023
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Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst
Sep 23, 2023
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Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC
Sep 13, 2023
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Chris DeMuth's State of the Markets August 2023
Sep 1, 2023
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Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day
Aug 31, 2023
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Choice Equities' Mitchell Scott making the case that $CROX is not a fad
Aug 24, 2023
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Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
Aug 18, 2023
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Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
Aug 14, 2023
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Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
Aug 11, 2023
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Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
Aug 7, 2023
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Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
Aug 2, 2023
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Chris DeMuth's State of the Markets July 2023
Aug 1, 2023
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Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
Jul 25, 2023
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Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
Jul 21, 2023
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Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
Jul 19, 2023
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Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
Jul 13, 2023
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Colarion Partners' Sam Haskell on the financial sector and banks
Jul 10, 2023
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Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO
Jul 3, 2023
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Chris DeMuth's State of the Markets June 2023
Jun 29, 2023
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Papyrus Capital's Nitin Sacheti updates his $VATE thesis
Jun 23, 2023
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Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
Jun 20, 2023
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Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
Jun 16, 2023
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1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
Jun 12, 2023
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Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
Jun 9, 2023
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Brian McGough from Hedgeye on the (dismal) State of Retail
Jun 7, 2023
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Chris DeMuth's State of the Markets May 2023
Jun 1, 2023
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The Chancery Daily and the Case of the Apes and $AMC
May 26, 2023
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BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
May 21, 2023
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BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
May 21, 2023
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Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
May 15, 2023
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Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
May 8, 2023
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Chris DeMuth's State of the Markets for April 2023
May 2, 2023
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Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
Apr 24, 2023
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Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
Apr 19, 2023
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Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
Apr 13, 2023
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Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
Apr 10, 2023
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Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
Apr 3, 2023
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Chris DeMuth's State of the Markets for March 2023
Mar 31, 2023
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Alex Morris provides 2023 overview on Cable and what makes Media so attractive
Mar 28, 2023
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John Maxfield on Investing in Banks in a Post-SIVB World
Mar 21, 2023
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An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
Mar 20, 2023
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Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG
Mar 14, 2023
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Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Mar 7, 2023
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Chris DeMuth's State of the Markets February 2023
Mar 1, 2023
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Yaron Naymark on IWG's value case
Feb 27, 2023
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Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Feb 13, 2023
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Chris DeMuth's State of the Markets January 2023
Jan 30, 2023
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Artem Fokin from Caro-Kann on Kaspi $KSPI
Jan 23, 2023
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Jeremy Raper on his Serica engagement campaign (SQZ)
Jan 19, 2023
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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Jan 9, 2023
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Tidewater's management on the offshore inflection $TDW
Jan 6, 2023
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Chris DeMuth's State of the Markets December 2022
Dec 22, 2022
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Lionel Hutz on Liquidia's patent battle $LQDA
Dec 19, 2022
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Mordechai Yavneh on Silicon Motion $SIMO
Dec 15, 2022
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Avi Fisher from Long Cast Advisors on CoreCard $CCRD
Dec 12, 2022
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AJ Secrist from Firstlight Management on Lamb Weston $LW
Dec 8, 2022
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Half Moon Capital on Oxford Industries $OXM
Dec 5, 2022
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Chris DeMuth's State of the Markets November 2022
Dec 1, 2022
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Michael Fritzell from Asian Century Stocks on Casio Computer
Nov 21, 2022
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The Koala ventures through the commodity space and Ivanhoe Electric (IE)
Nov 16, 2022
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Samir Patel from Askeladden Capital on MIX Telematics $MIXT
Nov 14, 2022
Summary coming soon
Bill Chen on HHC's value and Ackman's pending tender
Nov 7, 2022
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Chris Lee discusses his winning stock pitch on $DLA
Nov 4, 2022
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Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Oct 26, 2022
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Luis Sanchez lays out the $IBKR thesis
Oct 17, 2022
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Lionel Hutz explains why Elon will own Twitter $TWTR
Oct 14, 2022
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Doug from Fabricated Knowledge on $SITM
Oct 10, 2022
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Zack Buckley on Xponential Fitness $XPOF
Oct 6, 2022
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Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Sep 30, 2022
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Chris DeMuth's State of the Markets September 2022
Sep 28, 2022
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The CoVest Select team on launching CoVest and their $OEC thesis
Sep 21, 2022
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Dave Waters of Alluvial Capital on $PX
Sep 16, 2022
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James Elbaor is investing in Bill Ackman at a Discount $PSH
Sep 12, 2022
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Jon Boyar on the Dolan Discounts at $MSGS and $MSGE
Aug 26, 2022
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Andrew Carreon from Emeth Value on Diversified Energy $DEC
Aug 22, 2022
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Chris DeMuth's State of the Markets August 2022
Aug 17, 2022
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Professor Ann Lipton and Compound248 on $TWTR vs. Musk
Aug 9, 2022
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David from Kingdom Capital on UNTC
Aug 2, 2022
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Chris DeMuth's state of the markets July 2022
Jul 28, 2022
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PJ Kurzweil on Spectrum Brands SPB
Jul 18, 2022
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Jeremy Raper on the event driven market July 2022
Jul 11, 2022
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Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
Jul 1, 2022
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Chris DeMuth's State of the Markets June 2022 (podcast #114)
Jun 23, 2022
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Brian Laks from Old West on Tin's Alpha Potential
Jun 16, 2022
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Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Jun 10, 2022
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PJ Kurzweil sees smooth sailing ahead for BC
May 31, 2022
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Michael Fritzell from Asian Century Stocks on T. Hasegawa
May 27, 2022
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Evan Tindell thinks Elon Musk will close the Twitter acquisition
May 25, 2022
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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
May 20, 2022
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Luis Sanchez drives home the Endor thesis (Podcast #107)
May 19, 2022
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Chris DeMuth's state of the markets May 2022
May 12, 2022
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Bill Chen on Clipper Realty and the NYC apartment boom
May 9, 2022
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Bonus episode: Randy Baron updates $AMRS and $RNLX
Apr 25, 2022
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Randy Baron's bull case on $GDS
Apr 22, 2022
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Andrew Wagner on Copart (CPRT)
Apr 18, 2022
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Bob Robotti on WLK and the revenge of the old economy
Apr 14, 2022
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Conor Maguire sees value in Wickes
Apr 8, 2022
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Swen Lorenz from Undervalued-Shares on $IWG
Apr 4, 2022
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Tim Weber updates $AMPY and talks the double dogs
Mar 21, 2022
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Chris Colvin thinks Veritas is stealing $HMHC
Mar 17, 2022
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Louis Camhi on the opportunities in the SPAC market
Mar 7, 2022
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Jeremy Raper is going FAR
Feb 28, 2022
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Bill Chen breaks down $FRPH's SOTP
Feb 22, 2022
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Jon Boyar thinks SMG's stock is set to grow
Feb 7, 2022
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Rich Howe thinks NXDT could be the next NXRT
Feb 3, 2022
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Josh Young journeys through the energy sector
Jan 27, 2022
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Keith Smith thinks TIGO is a cheap special situation
Jan 24, 2022
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Vadim Perelman's Basic-Fit thesis $BFIT
Jan 13, 2022
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Chris DeMuth's best idea for 2022 is $RENN
Jan 9, 2022
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Jacob Rubin sees value in $GLNG
Dec 21, 2021
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Jacob Rubin is flying with $FTAI
Dec 17, 2021
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Kuppy is active on $LEE
Dec 16, 2021
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Chris McIntyre thinks $MSGE is a cheap stock
Dec 14, 2021
Summary coming soon
Sleepwell and Enlightened are allied in the $ALLY bull case
Dec 13, 2021
Summary coming soon
Andrew Freedman walks through the TMT space
Dec 6, 2021
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Ari Lazar sees value in $KW
Dec 2, 2021
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Richard Sosa sees value in DFIN's niche
Nov 18, 2021
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Evan Tindell sees value in $TME
Nov 15, 2021
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Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Nov 10, 2021
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Aaron Edelheit is high on Cannabis stocks
Nov 4, 2021
Summary coming soon
Jeremy Raper discusses POSaBIT $POSAF
Nov 3, 2021
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Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal
Nov 2, 2021
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Nitin Sacheti breaks down $VATE's SOTP
Oct 26, 2021
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Felix Narhi discusses Stitch Fix $SFIX
Oct 20, 2021
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Randy Baron discusses Renalytix $RNLX
Oct 14, 2021
Summary coming soon
Tim Weber is bullish $AMPY despite the oil spill
Oct 8, 2021
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Leo Kang from Plum Capital on $ATTO
Sep 30, 2021
Summary coming soon
Ben Claremon on $LUMN
Sep 27, 2021
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The Bear Cave is Watching $YOU
Sep 24, 2021
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Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
Sep 10, 2021
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Kyler Hasson helps me bag hold $ATUS
Sep 8, 2021
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Brian Laks covers the #uranium and Nexgen bull cases $NXE
Sep 4, 2021
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Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF
Sep 1, 2021
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A $GOED investment thesis that WARRANTs a look with Thomas Braziel
Aug 26, 2021
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Louis Camhi presents an ORIGINal investment thesis $ORGN
Aug 20, 2021
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Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF
Aug 18, 2021
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Sean Iddings on the bull case for $EXPI
Aug 6, 2021
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Chris Krug from Chatham Harbor Capital on Performant $PFMT
Jul 28, 2021
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Artem Fokin from Caro-Kann on Burford's bull case
Jul 18, 2021
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Adam Lindsay takes a TRIP through the LTRPA bull thesis
Jul 14, 2021
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Kyle Cerminara on deSPACing OppFi with $FGNA
Jul 8, 2021
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Uncovering CATO's value with Mike Melby
Jun 30, 2021
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Brian Mosoff from Ether Capital on the bull case for Ether
Jun 29, 2021
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Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology
Jun 23, 2021
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James Elbaor is investing in Dan Loeb at a Discount $TPOU
Jun 17, 2021
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Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
Jun 10, 2021
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Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit
May 25, 2021
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Bitcoin futures arb and trading the crypto market with David Fauchier
May 20, 2021
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Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
May 17, 2021
Summary coming soon
A roundtable on Angi $ANGI
May 12, 2021
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Javier from Blind Squirrel discusses Netflix $NFLX
May 4, 2021
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Neil Cataldi from Blueprint on Sanara Medtech $SMTI
May 3, 2021
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Alex Morris from TSOH on Spotify $SPOT
Apr 30, 2021
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Jeremy Raper goes activist on Hunter Douglas $HDG
Apr 27, 2021
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Ian Bezek on RenRen $RENN
Apr 22, 2021
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Francisco Olivera from Arevilo Capital on Roblox $RBLX
Apr 20, 2021
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Cove Street Capital on Viemed (VMD)
Apr 19, 2021
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Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
Apr 14, 2021
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Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK
Apr 9, 2021
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Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal
Apr 5, 2021
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Edwin Dorsey from Bear Cave on Otonomo $SAII
Mar 31, 2021
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Jeff Moore discusses Thryv $THRY
Mar 29, 2021
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Cove Street Capital on Viasat $VSAT
Mar 23, 2021
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Mostly Borrowed Ideas on Autodesk ( $ADSK)
Mar 22, 2021
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Will Barnes from In Practise on Naked Wines
Mar 18, 2021
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Jacob Rubin from Philosophy Capital on $ESGC
Mar 2, 2021
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Joe Boskovich on WildBrain $WLDBF
Feb 18, 2021
Summary coming soon
Shehryar Khursheed from Return on Capital on $RH's bull case
Feb 2, 2021
Summary coming soon
Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze
Feb 1, 2021
Summary coming soon
Mario Cibelli on the $WWE bull case
Jan 29, 2021
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Elliot Turner on Twitter $TWTR
Jan 22, 2021
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Jeremy Raper on Haier Smart Home
Jan 19, 2021
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Steve Clapham, author of The Smart Money Method
Dec 7, 2020
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Jeremy Raper on Bragg Gaming (BRAG.V)
Dec 1, 2020
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Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
Nov 24, 2020
Summary coming soon
Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
Nov 20, 2020
Summary coming soon
Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming
Nov 16, 2020
Summary coming soon
Boyar Value Group on the value in MSGS, IAC, and ANGI
Nov 9, 2020
Summary coming soon
Mike Melby from Gate City Capital on Amrep $AXR
Nov 3, 2020
Summary coming soon
Why Ryan O'Connor is bullish Nintendo $NTDOY
Oct 23, 2020
Summary coming soon
Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH)
Oct 19, 2020
Summary coming soon
Mostly Borrowed Ideas on Etsy
Oct 16, 2020
Summary coming soon
A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again)
Oct 8, 2020
Summary coming soon
Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH
Oct 6, 2020
Summary coming soon
Minion Capital (aka Shomik Ghosh) on Shopify and VC investing
Oct 2, 2020
Summary coming soon
Packy McCormick from Not Boring on Opendoor $IPOB
Sep 29, 2020
Summary coming soon
Shopping for value: Bill Brewster on $QRTEA
Sep 15, 2020
Summary coming soon
A threesome on drugs: talking $BMYRT with Matt and Dan
Sep 14, 2020
Summary coming soon
Clifford Sosin on Cardlytics $CDLX
Sep 10, 2020
Summary coming soon
Marc Rubinstein from Net Interest on the Financial Sector
Sep 3, 2020
Summary coming soon
Dave Waters of Alluvial Capital / OTCAdventures on $PIOE
Aug 31, 2020
Summary coming soon
Byrne Hobart from The Diff on The Death of FANG+
Aug 20, 2020
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Mario Cibelli from Marathon Partners on $UBER
Aug 19, 2020
Summary coming soon
David Kim from Scuttleblurb on Carvana $CVNA
Aug 11, 2020
Summary coming soon
Mike from Non-Gaap on the Corporate Dark Arts
Aug 6, 2020
Summary coming soon
Elliot Turner on Dropbox $DBX
Aug 4, 2020
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Jeremy Raper on StoneX $SNEX
Aug 3, 2020
Summary coming soon
Announcing Yet Another Value Podcast
Jul 29, 2020
Summary coming soon