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 6 de 19

Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch 20/08/2024
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams 14/08/2024
Chris DeMuth's State of the Markets July 2024 05/08/2024
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 29/07/2024
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like 25/07/2024
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 22/07/2024
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 15/07/2024
Chris DeMuth's State of the Markets June 2024 03/07/2024
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 01/07/2024
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 27/06/2024
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 22/06/2024
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 18/06/2024
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting 13/06/2024
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 10/06/2024
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI 07/06/2024
Chris DeMuth's State of the Markets May 2024 03/06/2024
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing 03/06/2024
Asif Suria on the Six Special Situation Strategies to Outperform the Market 20/05/2024
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis 17/05/2024
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV 14/05/2024
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