Yet Another Value Podcast
Een podcast door Andrew Walker
327 Afleveringen
-
Chris DeMuth's State of the Markets January 2024
Gepubliceerd: 1-2-2024 -
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Gepubliceerd: 25-1-2024 -
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Gepubliceerd: 19-1-2024 -
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Gepubliceerd: 16-1-2024 -
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Gepubliceerd: 12-1-2024 -
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Gepubliceerd: 9-1-2024 -
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Gepubliceerd: 7-1-2024 -
Chris DeMuth's State of the Markets December 2023
Gepubliceerd: 2-1-2024 -
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Gepubliceerd: 27-12-2023 -
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Gepubliceerd: 22-12-2023 -
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Gepubliceerd: 20-12-2023 -
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
Gepubliceerd: 20-12-2023 -
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Gepubliceerd: 15-12-2023 -
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
Gepubliceerd: 11-12-2023 -
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
Gepubliceerd: 8-12-2023 -
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
Gepubliceerd: 7-12-2023 -
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Gepubliceerd: 5-12-2023 -
Chris DeMuth's State of the Markets November 2023
Gepubliceerd: 2-12-2023 -
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
Gepubliceerd: 30-11-2023 -
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
Gepubliceerd: 13-11-2023
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
