Yet Another Value Podcast

327 Afleveringen

1. Chris DeMuth's State of the Markets for April 2023

   Gepubliceerd: 2-5-2023
2. Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

   Gepubliceerd: 24-4-2023
3. Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

   Gepubliceerd: 19-4-2023
4. Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

   Gepubliceerd: 13-4-2023
5. Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

   Gepubliceerd: 10-4-2023
6. Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

   Gepubliceerd: 3-4-2023
7. Chris DeMuth's State of the Markets for March 2023

   Gepubliceerd: 31-3-2023
8. Alex Morris provides 2023 overview on Cable and what makes Media so attractive

   Gepubliceerd: 28-3-2023
9. John Maxfield on Investing in Banks in a Post-SIVB World

   Gepubliceerd: 21-3-2023
10. An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

    Gepubliceerd: 20-3-2023
11. Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG

    Gepubliceerd: 14-3-2023
12. Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

    Gepubliceerd: 7-3-2023
13. Chris DeMuth's State of the Markets February 2023

    Gepubliceerd: 1-3-2023
14. Yaron Naymark on IWG's value case

    Gepubliceerd: 27-2-2023
15. Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

    Gepubliceerd: 13-2-2023
16. Chris DeMuth's State of the Markets January 2023

    Gepubliceerd: 30-1-2023
17. Artem Fokin from Caro-Kann on Kaspi $KSPI

    Gepubliceerd: 23-1-2023
18. Jeremy Raper on his Serica engagement campaign (SQZ)

    Gepubliceerd: 19-1-2023
19. Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

    Gepubliceerd: 9-1-2023
20. Tidewater's management on the offshore inflection $TDW

    Gepubliceerd: 6-1-2023