Yet Another Value Podcast
Een podcast door Andrew Walker
327 Afleveringen
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Gepubliceerd: 23-8-2024 -
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Gepubliceerd: 20-8-2024 -
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Gepubliceerd: 14-8-2024 -
Chris DeMuth's State of the Markets July 2024
Gepubliceerd: 5-8-2024 -
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Gepubliceerd: 29-7-2024 -
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Gepubliceerd: 25-7-2024 -
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Gepubliceerd: 22-7-2024 -
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Gepubliceerd: 15-7-2024 -
Chris DeMuth's State of the Markets June 2024
Gepubliceerd: 3-7-2024 -
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Gepubliceerd: 1-7-2024 -
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Gepubliceerd: 27-6-2024 -
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Gepubliceerd: 22-6-2024 -
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Gepubliceerd: 18-6-2024 -
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Gepubliceerd: 13-6-2024 -
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Gepubliceerd: 10-6-2024 -
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Gepubliceerd: 7-6-2024 -
Chris DeMuth's State of the Markets May 2024
Gepubliceerd: 3-6-2024 -
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Gepubliceerd: 3-6-2024 -
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Gepubliceerd: 20-5-2024 -
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Gepubliceerd: 17-5-2024
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
