Yet Another Value Podcast
Een podcast door Andrew Walker
327 Afleveringen
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David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Gepubliceerd: 31-3-2025 -
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Gepubliceerd: 24-3-2025 -
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Gepubliceerd: 21-3-2025 -
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Gepubliceerd: 19-3-2025 -
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Gepubliceerd: 14-3-2025 -
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Gepubliceerd: 11-3-2025 -
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Gepubliceerd: 5-3-2025 -
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Gepubliceerd: 28-2-2025 -
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Gepubliceerd: 26-2-2025 -
Yet Another Value's special situation: Sage Therapeutics $SAGE
Gepubliceerd: 20-2-2025 -
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Gepubliceerd: 19-2-2025 -
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Gepubliceerd: 13-2-2025 -
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Gepubliceerd: 11-2-2025 -
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Gepubliceerd: 7-2-2025 -
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Gepubliceerd: 4-2-2025 -
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Gepubliceerd: 2-2-2025 -
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Gepubliceerd: 22-1-2025 -
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Gepubliceerd: 21-1-2025 -
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
Gepubliceerd: 15-1-2025 -
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Gepubliceerd: 2-1-2025
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
