Yet Another Value Podcast

Por: Andrew Walker
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
366 episodios disponibles

Latest episodes of the podcast Yet Another Value Podcast

Mostrando página 5 de 19

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB 20/12/2024
Asheville Capital Management's Jake Barfield on InPost's scaling moat 05/12/2024
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail 23/11/2024
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks 20/11/2024
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services 15/11/2024
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL 08/11/2024
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities 25/10/2024
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market 17/10/2024
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis 13/10/2024
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger 26/09/2024
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame 24/09/2024
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case 23/09/2024
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI 22/09/2024
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst 17/09/2024
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré 16/09/2024
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY 10/09/2024
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case 05/09/2024
Chris DeMuth's State of the Markets August 2024 30/08/2024
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract 27/08/2024
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood 23/08/2024
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