327 Episodio

  1. Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood

    Pubblicato: 23/08/2024

  2. Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch

    Pubblicato: 20/08/2024

  3. Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

    Pubblicato: 14/08/2024

  4. Chris DeMuth's State of the Markets July 2024

    Pubblicato: 05/08/2024

  5. Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

    Pubblicato: 29/07/2024

  6. Random Ramblings July 2024: stock price driving narrative + investing in products you don't like

    Pubblicato: 25/07/2024

  7. Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

    Pubblicato: 22/07/2024

  8. Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK

    Pubblicato: 15/07/2024

  9. Chris DeMuth's State of the Markets June 2024

    Pubblicato: 03/07/2024

  10. Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

    Pubblicato: 01/07/2024

  11. Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

    Pubblicato: 27/06/2024

  12. BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS

    Pubblicato: 22/06/2024

  13. Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift

    Pubblicato: 18/06/2024

  14. Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

    Pubblicato: 13/06/2024

  15. 1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L

    Pubblicato: 10/06/2024

  16. Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

    Pubblicato: 07/06/2024

  17. Chris DeMuth's State of the Markets May 2024

    Pubblicato: 03/06/2024

  18. Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing

    Pubblicato: 03/06/2024

  19. Asif Suria on the Six Special Situation Strategies to Outperform the Market

    Pubblicato: 20/05/2024

  20. HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

    Pubblicato: 17/05/2024

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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

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