Yet Another Value Podcast

327 Afleveringen

1. Chris DeMuth's State of the Markets July 2023

   Gepubliceerd: 1-8-2023
2. Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

   Gepubliceerd: 25-7-2023
3. Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

   Gepubliceerd: 21-7-2023
4. Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

   Gepubliceerd: 19-7-2023
5. Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

   Gepubliceerd: 13-7-2023
6. Colarion Partners' Sam Haskell on the financial sector and banks

   Gepubliceerd: 10-7-2023
7. Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

   Gepubliceerd: 3-7-2023
8. Chris DeMuth's State of the Markets June 2023

   Gepubliceerd: 29-6-2023
9. Papyrus Capital's Nitin Sacheti updates his $VATE thesis

   Gepubliceerd: 23-6-2023
10. Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

    Gepubliceerd: 20-6-2023
11. Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

    Gepubliceerd: 16-6-2023
12. 1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

    Gepubliceerd: 12-6-2023
13. Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

    Gepubliceerd: 9-6-2023
14. Brian McGough from Hedgeye on the (dismal) State of Retail

    Gepubliceerd: 7-6-2023
15. Chris DeMuth's State of the Markets May 2023

    Gepubliceerd: 1-6-2023
16. The Chancery Daily and the Case of the Apes and $AMC

    Gepubliceerd: 26-5-2023
17. BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

    Gepubliceerd: 21-5-2023
18. BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

    Gepubliceerd: 21-5-2023
19. Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

    Gepubliceerd: 15-5-2023
20. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

    Gepubliceerd: 8-5-2023