Latest episodes of the podcast Yet Another Value Podcast
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Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
08/05/2024
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
17/04/2024
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
08/04/2024
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
27/03/2024
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
21/03/2024
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
18/03/2024
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
14/03/2024
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
11/03/2024
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
22/02/2024
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
19/02/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.