Yet Another Value Podcast
En podkast av Andrew Walker
327 Episoder
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Chris DeMuth's State of the Markets January 2024
Publisert: 1.2.2024 -
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Publisert: 25.1.2024 -
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Publisert: 19.1.2024 -
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Publisert: 16.1.2024 -
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Publisert: 12.1.2024 -
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
Publisert: 9.1.2024 -
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Publisert: 7.1.2024 -
Chris DeMuth's State of the Markets December 2023
Publisert: 2.1.2024 -
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Publisert: 27.12.2023 -
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Publisert: 22.12.2023 -
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Publisert: 20.12.2023 -
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
Publisert: 20.12.2023 -
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Publisert: 15.12.2023 -
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
Publisert: 11.12.2023 -
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
Publisert: 8.12.2023 -
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
Publisert: 7.12.2023 -
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Publisert: 5.12.2023 -
Chris DeMuth's State of the Markets November 2023
Publisert: 2.12.2023 -
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
Publisert: 30.11.2023 -
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
Publisert: 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
