Podcasts by Yet Another Value Podcast

Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review from 2023-12-11T15:01:27

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday, December 4,...

ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction from 2023-12-08T12:53:44

Brian Albrecht, Chief Economist of the International Center for Law & Economics (ICLE), joins the podcast today to discuss ICLE's paper on the $24.6 billion Kroger-Albertsons transaction...

MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial from 2023-12-07T15:00

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the second time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger t...

Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG from 2023-12-05T21:10:07

Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On Novem...

Chris DeMuth's State of the Markets November 2023 from 2023-12-02T00:53:24

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this November 2023 edition, Chris provides his take on the opacity and aggression of the FTC, how he is think...

YAVP AMA hosted by Caro-Kann Capital's Artem Fokin from 2023-11-30T14:53:07

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Wal...

MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial from 2023-11-13T13:10:25

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the first time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger tr...

Chris DeMuth's State of the Markets October 2023 from 2023-10-24T17:55:47

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October 2023 edition, Chris provides his take on problems and opportunities in biotech, tax loss selling...

Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry from 2023-10-17T11:22:32

Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ: MODG) and how it is growing an entire indust...

Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies from 2023-10-12T23:21:50

Daye Deng, Co-Founder and Editor of the Value Punks newsletter on Substack, joins the podcast to discuss his articles that are deep dives on Japanese Trading Companies and why Warren Buffett inv...

Bill Chen on why the opportunity exists right now in publicly-traded Real Estate from 2023-10-09T13:29:15

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to provide his latest insights on what's happening in publicly-traded real estate market, ...

HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA from 2023-10-06T17:16:56

Harris Perlman, Principal at HSP Capital, joins the podcast to discuss his thesis on Seneca Foods Corporation (NASDAQ: SENEA), one of North America’s leading providers of packaged fruits and veg...

Chris DeMuth's State of the Markets September 2023 from 2023-10-04T20:15

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this September 2023 edition, Chris provides his take on Amazon FTC case, Scultpor Capital Management bid, mon...

Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case from 2023-10-03T20:15

Lionel Hutz, Editor of the Lionel Hutz Newsletter on Substack, joins the podcast today to discuss the JetBlue (NASDAQ: JBLU) / Spirit (NYSE: SAVE) merger DOJ case.

Lionel's JetBlue/Sp...

Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM from 2023-10-02T19:41

Kyle Mowery and Mike Holt, CFA, Managing Partner / Portfolio Manager and Senior Analyst, respectively, at Grizzly Rock Capital joins the podcast today to discuss their thesis on Ferroglobe PLC (...

B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis from 2023-09-27T17:00

Dan Day, CFA, Equity Research Analyst at B. Riley Securities, joins the podcast today to discuss the digital advertising business, SSPs and his thesis on Magnite, Inc. (NASDAQ: MGNI), the world’...

Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR from 2023-09-25T12:00

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the fundamental thesis post-trial.

For mo...

Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst from 2023-09-23T01:00

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his second appearance to share his thesis on Marlowe plc (LSE: MRL), provider of a broad range of comp...

Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC from 2023-09-13T16:00

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his second appearance to share his thesis on eDrea...

Chris DeMuth's State of the Markets August 2023 from 2023-09-01T22:06

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2023 edition, Chris provides his take on the FTC in general, Horizon/Amgen case, deep dive into C...

Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day from 2023-08-31T13:01

AJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW), a key supplier of french fries to fast-food chains, following the...

Choice Equities' Mitchell Scott making the case that $CROX is not a fad from 2023-08-24T18:06

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast to make the case that Crocs, Inc. (NASDAQ: CROX) is not a fad.

For more information...

Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF from 2023-08-18T23:00

Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023.

For more information about Hedgeye, please visit: ...

Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart from 2023-08-14T14:45

Mordechai Yavneh, Founder and Portfolio Manager at Focus Capital, returns to the podcast to discuss how the Silicon Motion Technology Corporation (NASDAQ: SIMO) / MaxLinear (NASDAQ: MXL) deal fe...

Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group from 2023-08-11T11:15

Ross Levin, Director of Research at Arbiter Partners, joins the pod to discuss his thesis on Credit Agricole S.A. CCIs (Cooperative Investment Certificates).

For more information about Ar...

Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP from 2023-08-07T19:35

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ: KDP).

For more on the KDP thesis, se...

Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report from 2023-08-02T21:07

Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provide an update on his Xponential Fitness, Inc. (NYSE: XPOF) thesis since he ...

Chris DeMuth's State of the Markets July 2023 from 2023-08-01T13:10

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2023 edition, Chris provides the latest takes on the Activision / Microsoft deal following the judg...

Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense) from 2023-07-25T06:15

Our podcast sponsor, Stream by Alphasense, connected us with Daniel Payne, Senior Fellow at the International Congress of Blockchain Legal Advisors, to discuss the stakes at play in the SEC vs. ...

Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L from 2023-07-21T18:20

Evan Tindell, CIO of Bireme Capital, joins Yet Another Value Podcast today to share his thesis on Airtel Africa Plc (LSE: AAF), a leading provider of telecommunications and mobile money services...

Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update from 2023-07-19T06:45

Cove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, discuss their thesis on Ecovyst Inc. (NASDAQ: ECVT), a leading integra...

Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market from 2023-07-13T11:50

Hawkins Entrekin, Founder and Managing Principal of Warden Capital, joins Yet Another Value Podcast today to discuss his thesis on Vornado Realty Trust (NYSE: VNO), a fully-integrated equity rea...

Colarion Partners' Sam Haskell on the financial sector and banks from 2023-07-10T18:22

Sam Haskell, CIO of Colarion Partners and Editor of the 5 Points newsletter on Substack, is today's guest on the Yet Another Value Podcast. In the last few months, we've been covering al...

Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO from 2023-07-03T13:45

Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to share his latest idea: Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alco...

Chris DeMuth's State of the Markets June 2023 from 2023-06-29T20:00

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2023 edition, Chris provides the latest news on the Activision / Microsoft antitrust case + his tho...

Papyrus Capital's Nitin Sacheti updates his $VATE thesis from 2023-06-23T12:39:34

Nitin Sacheti, Founder and Portfolio Manager at Papyrus Capital, is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the podcast, Nitin went into detail on all segment...

Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla from 2023-06-20T11:36:37

Kevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Pagaya Technologies (NASDAQ: PGY), a com...

Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech from 2023-06-16T12:05:45

Dave Johnson, Managing Partner at Caligan Partners, makes his second appearance to discuss his thesis on MorphoSys AG (FSE: MOR; NASDAQ: MOR), including: history of the company, change in busine...

1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB from 2023-06-12T10:41:56

Yaron Naymark, Founder of 1 Main Capital, is back for the third time on the Yet Another Value Podcast to discuss Limbach Holdings (NASDAQ: LMB), a mechanical systems solution engineering company...

Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking from 2023-06-09T12:58:59

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter, is back on the Yet Another Value Podcast to have a wide-ranging discussion digging into Marc's thoughts on the current sta...

Brian McGough from Hedgeye on the (dismal) State of Retail from 2023-06-07T15:43:41

Brian McGough, head of retail at Hedgeye, joins the podcast to discuss the state of the retail sector, hit a wide variety of names, and explain why he's so bearish on the sector currently. Listen

Chris DeMuth's State of the Markets May 2023 from 2023-06-01T13:03:03

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government suing to block the Horizon Therapeutics sa...

The Chancery Daily and the Case of the Apes and $AMC from 2023-05-26T12:52:13

Joining the Yet Another Value Podcast today is the Editor and Co-Founder of The Chancery Daily to have a stirring conversation about the wild $AMC / Apes Case. To say The Chancery Daily has been...

BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS from 2023-05-21T13:52:02

BONUS EPISODE with Jonathan Cukierwar, Principal of the General Partner at Sohra Peak Capital Partners - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics cove...

BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS from 2023-05-21T13:51:57

BONUS EPISODE with Michael Liu, Analyst at Intelligent Fanatics Capital Management - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: discovery proce...

Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT from 2023-05-15T15:06:35

Brian Finn, CIO of Findell Capital Management, is back on Yet Another Value Podcast in the quickest turnaround in the show's history, and for good reason. Following earnings calls from $CUTR...

Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP from 2023-05-08T16:59:20

Doug O'Laughlin, Founder and Editor of the Fabricated Knowledge and Mule's Musings Newsletter, joins the Yet Another Value Podcast for the 3rd time to discuss AppLovin Corporation (NASDA...

Chris DeMuth's State of the Markets for April 2023 from 2023-05-02T12:01:51

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2023 edition, Chris shares his thoughts on the Spectrum Brands antitrust lawsuit, thoughts on Acti...

Jay Van Sciver shares his thoughts on Industrials and Materials for 2023 from 2023-04-24T13:56:37

Jay Van Sciver, Head of Industrials and Materials at Hedgeye, shares his thoughts on industrials and materials in 2023. Automobiles, Elon Musk, rails, Norfolk Southern, geopolitical commodities ...

Vince Martin on the "Game of Thrones" style proxy fight at $CUTR from 2023-04-19T14:57:38

Vince Martin, Lead Analyst and Writer at the Overlooked Alpha newsletter, discusses the "Game of Thrones" style proxy fight happening at $CUTR. For more information about the Overloo...

Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT from 2023-04-13T10:58:31

Brian Finn, CIO of Findell Capital Management, discusses the letter he sent to Oportun Financial's board (NASDAQ: OPRT). Since Oportun's September 2019 IPO, shares have fallen -85%, fall...

Artem Fokin's take on Burford's YPF summary judgement ruling $BUR from 2023-04-10T17:10:44

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the third time) to update his thesis on Burfurd (BUR) on the heels of their big YPF summary judgement ruling ...

Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play from 2023-04-03T13:37:52

Michael Liu, Analyst at Intelligent Fanatics Capital Management, discusses Cogstate (ASX: CGS) / (OTCQX: COGZF). Cogstate provides computerized cognitive tests for Alzheimer's clinical trial...

Chris DeMuth's State of the Markets for March 2023 from 2023-03-31T19:15:38

It's the end of the month, which means its time to welcome back Chris DeMuth for his monthly state of the markets. March 2023 was a doozy, so a lot to breakdown here, including: banking cris...

Alex Morris provides 2023 overview on Cable and what makes Media so attractive from 2023-03-28T11:43:05

Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the third time to chat with Andrew about the Media and Cable sectors in 2023. The Media and Cable secto...

John Maxfield on Investing in Banks in a Post-SIVB World from 2023-03-21T20:38:53

John Maxfield, Editor of the Maxfield on Banks Newsletter on Substack, has spent nearly two decades studying America's best and worst banks, the history of banking, and interviewing bank lea...

An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO) from 2023-03-20T16:28:23

Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is positioned right now in 2023, and Cabl...

Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG from 2023-03-14T19:44:05

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, joins the Yet Another Value Podcast for the first time to discuss Digita...

Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC from 2023-03-07T14:00:10

Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC), why he thinks it's such a good business, and why he thinks the stock is still undervalued even after a big run in the wa...

Chris DeMuth's State of the Markets February 2023 from 2023-03-01T18:58:25

Chris DeMuth returns to the podcast for his monthly state of the markets, with updates on TGNA, ATVI, AMC / APE, and MANU.  

Chapters 

• 0:00 Intro 
• 2...
  Listen

Yaron Naymark on IWG's value case from 2023-02-27T12:42:23

Yaron Naymark returns to the podcast to discuss the value case for IWG (London Listed). IWG is best known for their Regus brand, which competes with WeWork in the flex office space. Yaron thinks...

Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE from 2023-02-13T19:53:57

Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE).  

Bison's VTLE thesis: htt...

Chris DeMuth's State of the Markets January 2023 from 2023-01-30T12:47:55

Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the meme stocks roaring back, and why energy stocks ...

Artem Fokin from Caro-Kann on Kaspi $KSPI from 2023-01-23T13:43:23

Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Kaspi (KSPI). Kaspi is the dominant fintech in Kazakhstan, and Artem breaks down how it's trading for a value price despite...

Jeremy Raper on his Serica engagement campaign (SQZ) from 2023-01-19T22:33:18

Jeremy Raper returns to the podcast to discuss his latest "engagement campaign" at London listed Serica Energy (SQZ). In particular, he focuses on why Serica is trying to rush through their most...

Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW from 2023-01-09T14:01:29

Judd Arnold discusses how the offshore place is at an inflection point and why he thinks Tidewater (TDW) is the best way to lay it.  

Listen

Tidewater's management on the offshore inflection $TDW from 2023-01-06T15:38:42

The management team from Tidewater Offshore (TDW) comes on the podcast to discuss Tidewater and why we could be at an inflection point for the offshore space.  

TDW's investor relati...

Chris DeMuth's State of the Markets December 2022 from 2022-12-22T16:22:24

Chris DeMuth joins the podcast to discuss the state of the markets in December 2022 and what’s catching his eye in event driven land, including updates on ATVI, why pre-arb was so bad in 2022, a...

Lionel Hutz on Liquidia's patent battle $LQDA from 2022-12-19T13:53:01

Lionel Hutz discusses his thesis for Liquidia (LQDA) and why the thinks they are likely to win their patent battle against United Therapeutics (UTHR).

Lionel's LQDA write up: https://lion...

Mordechai Yavneh on Silicon Motion $SIMO from 2022-12-15T14:59:47

Mordechai Yavneh, founder and PM at Focus Capital, discusses his investment in Silicon Motion (SIMO) and why he thinks it's "merger arb for people who don't like merger arb."  

Focus...

Avi Fisher from Long Cast Advisors on CoreCard $CCRD from 2022-12-12T13:52:05

Avi Fisher from Long Cast Advisors joins the pod to talk about CoreCard (CCRD). Key topics include the risks and opportunities from their Apple Card / GS relationship and the benefits of the CEO...

AJ Secrist from Firstlight Management on Lamb Weston $LW from 2022-12-08T13:39:02

AJ Secrist from Firstlight Management discussed his thesis for Lamb Weston (LW). LW is a very strong business, and AJ thinks the market is missing just how much margin upside there is as COVID e...

Half Moon Capital on Oxford Industries $OXM from 2022-12-05T14:35:43

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come on the pod to discuss their thesis on Oxford Industries (OXM). OXM owns the Tommy Bahama and Lily Pulitzer brands, an...

Chris DeMuth's State of the Markets November 2022 from 2022-12-01T00:53:12

Chris DeMuth joins the podcast to provide his state of the markets for November 2022, including what's happened with TWTR since the deal closed, FTX's implosion, and a quick run down of a few ot...

Michael Fritzell from Asian Century Stocks on Casio Computer from 2022-11-21T13:10:36

Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on Casio Computer. Casio makes the popular G-Shock watches, and Michael thinks their rising popularity and a low valuat...

The Koala ventures through the commodity space and Ivanhoe Electric (IE) from 2022-11-16T13:33:41

The "Koala", a buyside mining and commodity specialist, comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular.  

Listen

Samir Patel from Askeladden Capital on MIX Telematics $MIXT from 2022-11-14T13:45:21

Samir Patel, Portfolio Manager at Askeladden Capital, joins the podcast to discuss Mix Telematics (MIXT) and why he sent a letter to the company pushing for change.  

Listen

Bill Chen on HHC's value and Ackman's pending tender from 2022-11-07T15:02:49

Bill Chen, a real estate investor, returns to the podcast to discuss HHC's value and why Bill Ackman's current tender for the company might undervalue HHC.  

HHC model: https://t.co/...

Chris Lee discusses his winning stock pitch on $DLA from 2022-11-04T13:49:27

Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA).

Chris's winning pitch: https://dorseystockp...

Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!) from 2022-10-26T18:00

Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what’s catching his eye in event driven land, with a large focus on TWTR.

My prior podcast on SPB:...

Luis Sanchez lays out the $IBKR thesis from 2022-10-17T12:00

Luis Sanchez, founder of LVS Advisory, disses the bull thesis for IBKR, including why the company is a major beneficiary of interest rates rising and how the company's business to business ...

Lionel Hutz explains why Elon will own Twitter $TWTR from 2022-10-14T14:00

Lionel Hutz, author of the excellent lionelhutz substack, comes on the podcast to talk about the ongoing drama with Twitter and Elon Musk. In this episode, we exclusively discuss the Twitter cas...

Doug from Fabricated Knowledge on $SITM from 2022-10-10T12:00

Doug O’Laughlin, founder of fabricated knowledge, returns to the podcast to discuss his thesis...

Zack Buckley on Xponential Fitness $XPOF from 2022-10-06T12:00

Zack Buckley discusses his investment thesis for Xponential Fitness (XPOF), including why he thinks the company is set for continued rapid growth.

Zack's twitter: https://twitter.c...

Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128) from 2022-09-30T14:00

Dave Johnson from Caligan Partners discusses his thesis on Evolus (EOLS). Evolus is a one product company. Their product, Jeuveau, is a Botox competitor exclusively focused on the cosmetics mark...

Chris DeMuth's State of the Markets September 2022 from 2022-09-28T12:00

Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential...

The CoVest Select team on launching CoVest and their $OEC thesis from 2022-09-21T13:00

Kyle Mowery and Jake Miller come on the podcast to discus their new CoVest Select venture and then dive deep into their thesis for Orion Engineered Carbons (OEC).

CoVest Twitter Account...

Dave Waters of Alluvial Capital on $PX from 2022-09-16T13:00

Dave Waters of Alluvial Capital comes on the pod to discuss his investment thesis on $PX.

You can find Dave's original podcast appearance, where he discuss PX when it was still PIO...

James Elbaor is investing in Bill Ackman at a Discount $PSH from 2022-09-12T16:00

James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH).

PSH is Bill Ackman's closed end fund. It trades at a discount,...

Jon Boyar on the Dolan Discounts at $MSGS and $MSGE from 2022-08-26T12:00

Jon Boyar returns to the podcast to talk about his investment thesis for MSGS and MSGE, including why he thinks investors are underrating James Dolan and just how wide their discount to asset va...

Andrew Carreon from Emeth Value on Diversified Energy $DEC from 2022-08-22T12:00

Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get such good deals on acquisitions, if the com...

Chris DeMuth's State of the Markets August 2022 from 2022-08-17T12:00

Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the IS / U / APP love triangle, and Rio's "failed" ...

Professor Ann Lipton and Compound248 on $TWTR vs. Musk from 2022-08-09T13:00

Tulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive directly into all the nuisances of the trial; for...

David from Kingdom Capital on UNTC from 2022-08-02T17:00

David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC).

David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-...

Chris DeMuth's state of the markets July 2022 from 2022-07-28T14:00

Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the state of antitrust, and the opportunity set in squeeze outs. Listen

PJ Kurzweil on Spectrum Brands SPB from 2022-07-18T12:00

PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Spectrum Brands (SPB). Spectrum is currently in the process of selling their HHI business, and w...

Jeremy Raper on the event driven market July 2022 from 2022-07-11T12:00

Jeremy Raper of rapercapital.com makes his record 7th podcast appearance to discuss a host of event driven situations.

Jeremy's letter to EVO: https://rapercapital.com/2022/07/03/a...

Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group from 2022-07-01T15:00

Conor Maguire, founder of valuesits, discusses why he thinks SOL Group is a Buffett-like stock trading at an attractive multiple with the possibility of a private equity takeout over the next fi...

Chris DeMuth's State of the Markets June 2022 (podcast #114) from 2022-06-23T19:00

Chris DeMuth returns to the podcast to discuss the state of the markets in June 2022.

Chris's May 2022 state of the markets episode: from 2022-06-16T11:00

Brian Laks, partner at Old West Invest Management, discusses the bull case for Tin and why he thinks the world's largest tin miner, Alphamin, could present an alpha opportunityi.

B...

Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis from 2022-06-10T17:00

Doug Olaughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on Rambus (RMBS) and why the market might be ...

PJ Kurzweil sees smooth sailing ahead for BC from 2022-05-31T13:00

PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Brunswick (BC). BC is a boat manufacturer, and PJ thinks they are too cheap and the market is mi...

Michael Fritzell from Asian Century Stocks on T. Hasegawa from 2022-05-27T13:00

Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on T. Hasegawa. T. Hasegawa trades at a huge discount to its domestic peers like IFF despite similar or better growth a...

Evan Tindell thinks Elon Musk will close the Twitter acquisition from 2022-05-25T13:00

Evan Tindell, CIO of Bireme Capital, discusses the circus that is the Elon Musk and Twitter merger agreement and explains why he thinks Delaware law and precedent suggest Elon would lose in cour...

Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108) from 2022-05-20T14:00

Ales Morris, founder of The Science of Hitting, returns to the podcast to discuss all things media, including his investment in Disney and Netflix.

Alex's first podcast appearance ...

Luis Sanchez drives home the Endor thesis (Podcast #107) from 2022-05-19T15:00

Luis Sanchez, founder of LVS Advisory, discusses his bull case for Endor AG, including why competitors can't recreate their product and how they benefit from the current boom in motor sport...

Chris DeMuth's state of the markets May 2022 from 2022-05-12T12:00

Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the markets

My note on event driven situations; https://yetanothervalueblog.substack.com...

Bill Chen on Clipper Realty and the NYC apartment boom from 2022-05-09T13:00

Bill Chen makes his second podcast appearance to discuss Clipper Realty (CLPR). Clipper owns a bunch of NYC apartment buildings, and Bill thinks the current boom in apartment rentals will drive ...

Bonus episode: Randy Baron updates $AMRS and $RNLX from 2022-04-25T14:00

In this special bonus episode, Randy Baron provides updates on his prior podcast appearances on RNLX and AMRS.

Randy's appearance on GDS: https://twitter.com/AndrewRangeley/status/...

Randy Baron's bull case on $GDS from 2022-04-22T14:00

One of the people's favorite guests, Randy Baron, returns to the podcast to talk about his thesis for GDS. GDS is a Chinese data center company, and Randy goes in depth into the company, in...

Andrew Wagner on Copart (CPRT) from 2022-04-18T15:00

Andrew Wagner, CIO of Wagner Road Capital Management, discusses his thesis on Copart (CPRT).

My Copart (CPRT) notes; https://twitter.com/YetAnotherValue/status/1514627334464323589?s=20&...

Bob Robotti on WLK and the revenge of the old economy from 2022-04-14T14:00

Bob Robotti, founder of Robotti Advisors, discusses his thesis on Westlake Corporation (WLK) and why he thinks "old economy" stocks are poised for a comeback.

My notes on WLK:...

Conor Maguire sees value in Wickes from 2022-04-08T12:00

Conor Maguire, founder of Value Sits, discusses his thesis on Wickes (WIX:LSE). Wickes is a cheap retailer that Conor thinks is both recession resistant and suffering from typical post-spin dyna...

Swen Lorenz from Undervalued-Shares on $IWG from 2022-04-04T13:00

Swen Lorenz, founder of https://www.undervalued-shares.com, discusses his thesis on IWG. IWG owns a variety of co-working brands that compete with WeWork, and Swen believes IWG's scale, che...

Tim Weber updates $AMPY and talks the double dogs from 2022-03-21T12:00

Tim Weber, a private investor, returns to the podcast to provide an update on the $AMPY thesis and then discuss his double dog index, why it's been crushing the market so far this year, and...

Chris Colvin thinks Veritas is stealing $HMHC from 2022-03-17T13:00

Chris Colvin returns to the podcast to discuss why he invested in Houghton Mifflin Harcourt (HMHC) and why he thinks the deal to sell HMHC to Veritas is much too cheap.

Breach Inlet&apo...

Louis Camhi on the opportunities in the SPAC market from 2022-03-07T19:00

Louis Camhi provides an update on his thesis for ORGN and then walks through where he's finding opportunities in the SPAC market today.

Louis's first podcast appearance: https...

Bill Chen breaks down $FRPH's SOTP from 2022-02-22T09:00

Bill Chen, an institutional real estate investor, goes through his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV...

Jon Boyar thinks SMG's stock is set to grow from 2022-02-07T13:00

Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID beneficiary, and shares have sold off in k...

Rich Howe thinks NXDT could be the next NXRT from 2022-02-03T10:00

Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the fund is planning to transition to a REIT and...

Josh Young journeys through the energy sector from 2022-01-27T08:00

Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives into his thesis for Journey Energy (JOY CN in ...

Keith Smith thinks TIGO is a cheap special situation from 2022-01-24T07:00

Keith Smith, Portfolio Manager at Bonhoeffer Capital, discusses his thesis for Millicom ($TIGO). TIGO is trading at a super low multiple and a recent deal that the CEO described as a "no br...

Vadim Perelman's Basic-Fit thesis $BFIT from 2022-01-13T08:00

Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a ~10x in ~10 years. Key topics include a detailed walk through the unit economics and why competitors wo...

Chris DeMuth's best idea for 2022 is $RENN from 2022-01-09T16:00

Chris DeMuth discusses his best idea for 2022, RENN. RENN was on a previous podcast pitched by Ian Bezek as a legal play; since then, RENN settled with minority shareholders for a record payout....

Jacob Rubin sees value in $GLNG from 2021-12-21T09:00

In Part 2 of this two part podcast, Jacob Rubin discusses his thesis for GLNG, including why the company trades at a huge discount to its SOTP and why an upcoming spin can delever the core busin...

Jacob Rubin is flying with $FTAI from 2021-12-17T12:00

In Part 1 of this two part podcast, Jacob Rubin returns to the podcast. We start by wrapping up his prior podcast appearance on ESGC, and then we move into discussing FTAI and why he thinks the ...

Kuppy is active on $LEE from 2021-12-16T10:00

Kuppy comes on the show to discuss his recent activism at LEE and why he thinks the stock is dramatically undervalued.

My notes on LEE: from 2021-11-18T09:00

Richard Sosa, host of the Riches in Niches podcast, discusses his thesis on Donnelly Financial (DFIN). Despite a strong recent run, DFIN trades at a value multiple, and Richard breaks down all t...

Evan Tindell sees value in $TME from 2021-11-15T11:00

Evan Tindell, CIO of Bireme Capital, discusses the value he sees in Tencent Music (TME). Key topics include why he's not worried about TME's controlling shareholder or VIE structure, a...

Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA from 2021-11-10T09:00

Eric Markowitz, Director of research at Worm Capital, discusses the bull thesis for Tesla. Key topics include all of Tesla's growth options, the biggest misperceptions of Tesla, and why com...

Aaron Edelheit is high on Cannabis stocks from 2021-11-04T13:00

Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund.

Aaron&ap...

Jeremy Raper discusses POSaBIT $POSAF from 2021-11-03T09:00

Jeremy Raper makes his record fifth podcast appearance to discuss his latest high conviction idea: POSaBIT (POSAF). POSaBIT is a microcap company trading on a very small foreign exchange, so ris...

Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal from 2021-11-02T09:00

Martin Werner, co-founding partner of DD3 Capital, discusses DDMX's deal to deSPAC with Codere Online. Key topics include what DDMX was looking for in a deal, how DDMX worked with their par...

Nitin Sacheti breaks down $VATE's SOTP from 2021-10-26T09:00

Nitin Sacheti. CIO of Papyrus Capital and PM at ARS Investment Partners, breaks down his thesis for Innovate (VATE). VATE used to be known as HCHC. HCHC was a mishmash of interesting but dispara...

Felix Narhi discusses Stitch Fix $SFIX from 2021-10-20T06:00

Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first ...

Randy Baron discusses Renalytix $RNLX from 2021-10-13T23:00

Randy Baron, one of the most popular YAVP guests, returns to discuss his investment thesis on Renalytix (RNLX). Randy sees similarities between RNLX and EXAS, which was a controversial stock tha...

Tim Weber is bullish $AMPY despite the oil spill from 2021-10-08T10:00

Tim Weber, a private investor, discusses the bull thesis for $AMPY. We're in a period of heightened uncertainty, as the company's Beta asset was responsible for an oil spill last weeke...

Leo Kang from Plum Capital on $ATTO from 2021-09-30T09:00

Leo Kang, author of the excellent Plum Capital Substack, comes on to discuss his thesis on Atento (ATTO). With 3 legacy private equity holders owning more than 60% of the stock, Leo think the co...

Ben Claremon on $LUMN from 2021-09-27T08:00

Ben Claremon, Partner at Cove Street Capital, discusses his thesis on Lumen. Lumen is a complicated story and a bit of a battleground stock, but Ben think the company is trading at a large disco...

The Bear Cave is Watching $YOU from 2021-09-24T09:00

Edwin Dorsey, founder of The Bear Cave, discusses his bearish note on Clear Secure (YOU). Bulls think Clear is a product members love with a clear moat and a long growth runway; Edwin sees a com...

Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC from 2021-09-10T08:00

Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap, which significantly increases its risk, but Jeff and Thomas think the company is likely to have a ...

Kyler Hasson helps me bag hold $ATUS from 2021-09-08T08:00

Kyler Hasson, Portfolio Manager at Delta Investment Management, discusses our mutual position / bag-holding in Altice. Key topics include what bulls could be missing, the differences between Alt...

Brian Laks covers the #uranium and Nexgen bull cases $NXE from 2021-09-04T11:00

Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him ...

Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF from 2021-09-01T09:00

Jon Cukiewar, Founder of Sohra Peak Capital, discusses his ivnestment thesis for goeasy (in Canada under $GSY; in U.S. under $EHMEF). Jon does a deep dive into the company's history before ...

Louis Camhi presents an ORIGINal investment thesis $ORGN from 2021-08-20T09:00

Louis Camhi, a private investor, discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off, but Louis thinks the company represents a hyper skew...

Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF from 2021-08-18T09:00

Mike Mitchell, the king of lumber fintwit, discusses his big bet on GreenFirst. Key topics include how Mike found GreenFirst (back when it was Itasca Capital), how he came to know and trust the ...

Sean Iddings on the bull case for $EXPI from 2021-08-06T11:00

Sean Iddings, an entrepreneur and microcap investor, discusses his high conviction position in eXp World Holdings (EXPI). EXPI is a hyper growth company that is attacking the real estate brokera...

Chris Krug from Chatham Harbor Capital on Performant $PFMT from 2021-07-28T08:00

Chris Krug, President of Chatham Harbor Capital, breaks down his thesis on PFMT, including why he thinks the stock could be a multi-multi-bagger.

Chris's twitter: from 2021-07-18T13:00

Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an...

Adam Lindsay takes a TRIP through the LTRPA bull thesis from 2021-07-14T10:00

Adam Lindsay, founder and managing partner of Powell Anderson Capital Partners, discusses his bull thesis for Tripadvior (TRIP) and Liberty Tripadvisor (LTRPA). The bull thesis is nuanced, but m...

Kyle Cerminara on deSPACing OppFi with $FGNA from 2021-07-08T08:00

Kyle Cerminara, President of FGNA, discusses his thesis for deSPACing with OppFi. Key topics include comparing OppFi to its closest competitors, how FNGA and OppFi arrived at their valuation, an...

Uncovering CATO's value with Mike Melby from 2021-06-30T09:00

Mike Melby, Founder and Portfolio Manager at Gate City Capital, makes a repeat appearance to discuss his investment in CATO. CATO is a small retailer with a rock solid balance sheet; Mike thinks...

Brian Mosoff from Ether Capital on the bull case for Ether from 2021-06-29T09:00

Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will i...

Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology from 2021-06-23T07:00

Randy Baron, Portfolio Manager at Pinnacle Associates, gives an overview of the Synthetic Biology space. Randy thinks "the 21st century is going to be a century of biology," and he dis...

James Elbaor is investing in Dan Loeb at a Discount $TPOU from 2021-06-17T08:00

James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Third Point Investors (TPOU; trades in London). 

TPOU is a closed-end investment company that inves...

Andrew Carreon from Emeth Value on Blackstone Minerals $BSM from 2021-06-10T08:00

Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Key points include how some of the company's undeveloped acreage could be a massive call option, h...

Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit from 2021-05-25T11:00

Aaron Edelheit, founder of Mindset Capital and author of The Hard Break, comes on to discuss his thesis for investing in cannabis in general and Glass House Group in particular. Key topics inclu...

Bitcoin futures arb and trading the crypto market with David Fauchier from 2021-05-20T08:00

The crypto market currently feels like the wild wild west. It can take only a week or two to run through a full cycle (a bull and a bear market), and coins that are explicitly a joke can be valu...

Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX from 2021-05-17T09:00

Chris McIntyre, founder of McIntyre partnerships, discusses his investment thesis for Garrett Motion (GTX). GTX just emerged from bankruptcy after filing in 2020, and Chris thinks the stock is s...

A roundtable on Angi $ANGI from 2021-05-12T07:00

Dickson Pau, Tom Moore, and Bill Henry, three first years at Columbia Business School, discuss their investment thesis for Angi. The three pitched ANGI in the Pershing Stock Challenge (placing s...

Javier from Blind Squirrel discusses Netflix $NFLX from 2021-05-04T08:00

Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix, including why Netflix's scale is a massive moat, why the "Netflix doesn't do have qualit...

Neil Cataldi from Blueprint on Sanara Medtech $SMTI from 2021-05-03T08:00

Neil Cataldi from Blueprint Capital discusses his investment thesis for Sanara Medtech (SMTI). Sanara is growing quickly, and Neil thinks continued growth in their product portfolio and hospital...

Alex Morris from TSOH on Spotify $SPOT from 2021-04-30T09:00

Alex Morris, founder of The Science of Hitting, comes on the podcast to discuss his investment thesis for Spotify (SPOT). Topics include how Spotify can compete with larger competitors like Appl...

Jeremy Raper goes activist on Hunter Douglas $HDG from 2021-04-27T10:00

Jeremy Raper, founder of Raper Capital (https://rapercapital.com/), makes his fourth podcast appearance to discuss his foray into activism at Hunter Douglas (HDG.NA). Hunter Douglas's contr...

Ian Bezek on RenRen $RENN from 2021-04-22T09:00

Ian Bezek from Ian's Insider Corner discusses the most interesting event thesis I've seen this year: buying RenRen (RENN) into their legal battle over the OPI assets.

Ian&apos...

Francisco Olivera from Arevilo Capital on Roblox $RBLX from 2021-04-20T08:00

Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single ga...

Cove Street Capital on Viemed (VMD) from 2021-04-19T08:00

Eugene Robin and Andrew Leaf from Cove Street discuss their investment in Viemed. Viemed targets organic growth rates over 30%, yet the company only trades for ~15x free cash flow. Andrew and Eu...

Adam Wilk from Greystone Capital on Liberated Syndication $LSYN from 2021-04-14T16:00

Adam Wilk, founder and portfolio manager at Greystone Capital, discusses his investment thesis in Liberated Syndication (LSYN). Key topics include why the company would make an attractive acquis...

Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK from 2021-04-09T08:00

Yaron Naymark, founder and Portfolio Manager at 1 Main Capital, discusses his investment in RCI Hospitality (RICK). RICK is a cash flow machine, and Yaron thinks the company is set to compound f...

Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal from 2021-04-05T07:00

Jon Boyar from the Boyar Value Group returns to the podcast to discuss the proposed merger between MSGE and MSGN. To put it bluntly, the deal is a disaster with absolutely no strategic rational,...

Edwin Dorsey from Bear Cave on Otonomo $SAII from 2021-03-31T09:00

Edwin Dorsey from the Bear Cave ( Listen

Cove Street Capital on Viasat $VSAT from 2021-03-23T09:00

Eugene Robin and Ben Claremon from Cove Street Capital discuss the battleground stock Viasat (VSAT). They discuss the biggest misperception among bears, why they think VSAT's government bus...

Mostly Borrowed Ideas on Autodesk ( $ADSK) from 2021-03-22T09:00

Abdullah Al-Rezwan from Mostly Borrowed Ideas ( https://mbi-deepdives.com/ ?) returns to the podcast to discuss his latest research pick, Autodesk (ADSK). The company successfully did the transi...

Will Barnes from In Practise on Naked Wines from 2021-03-18T06:00

Will Barnes, co-founder of inpractise.com, discusses the investment case for Naked Wines. The company's been a huge COVID beneficiary, but despite a nice run Will thinks the market is under...

Jacob Rubin from Philosophy Capital on $ESGC from 2021-03-02T08:00

Jacob Rubin, managing member and CIO at Philosophy Capital, joins the podcast to talk about his long thesis on Eros STX (ESGC), how he thinks the stock could respond to a global refi, and the lo...

Joe Boskovich on WildBrain $WLDBF from 2021-02-18T08:00

Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next le...

Shehryar Khursheed from Return on Capital on $RH's bull case from 2021-02-02T07:00

Shehryar Khursheed, the founder of Return on Capital, discusses the battleground stock RH (FKA Restoration Hardware), what Berkshire Hathaway saw in the company, what short sellers missed on the...

Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze from 2021-02-01T11:00

Al Grujic, founder and CEO of All of Us Financial (https://www.allofusfinancial.com/), comes on to discuss the Stonk market. Topics include Robinhood stopping trading last week, gamma squeezes, ...

Mario Cibelli on the $WWE bull case from 2021-01-29T07:00

Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed (https://amzn.to/34cim9F?), makes his second podcast appearance to discuss the bull case for WWE.

Listen

Elliot Turner on Twitter $TWTR from 2021-01-22T09:00

Elliot Turner of RGA (http://rgaia.com) makes a repeat appearance to provide a quick update on Dropbox (DBX), discuss how a due diligence project resulted in him hitting the state limit for wine...

Jeremy Raper on Haier Smart Home from 2021-01-19T06:00

Jeremy Raper, founder of the excellent rapercapital.com and our inaugural guest, makes a repeat appearance on the podcast. We provide an update on his idea from our last podcast (Brag), discuss ...

Steve Clapham, author of The Smart Money Method from 2020-12-07T07:00

Steve Clapham, author of The Smart Money Method ( from 2020-11-16T15:00

On November 10th, Great Canadian Gaming (GC) announced a deal to sell themselves to Apollo (APO) for $39/share. On the subsequent earnings call, shareholders immediately revolted, with several o...

Boyar Value Group on the value in MSGS, IAC, and ANGI from 2020-11-09T16:00

Jonathan Boyar and Shrey Patel from the Boyar Value Group discuss their firm's background and their process for finding stocks trading for less than private market value. Then, we dive deep...

Mike Melby from Gate City Capital on Amrep $AXR from 2020-11-03T15:00

Mike Melby, Founder and Portfolio Manager at Gate City Capital, comes on to discuss his background and his investment into Amrep (AXR), which his firm owns 18% of.

Gate City Capital web...

Why Ryan O'Connor is bullish Nintendo $NTDOY from 2020-10-23T15:00

Ryan O'Connor, founder of Above Average Odds Investing and Crossroads Capital, discusses his bull thesis on Nintendo. Our discussion focuses on all of the optionality Nintendo has, includin...

Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH) from 2020-10-19T14:00

Stanford Wyatt from August Partners and Rational Research  discusses his background in investing and his investment thesis on Nordstrom and The Tile Shop.

Rational Reserach: https://rat...

Mostly Borrowed Ideas on Etsy from 2020-10-16T05:00

Abdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive that left him bullish on Etsy.

You can...

A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again) from 2020-10-08T12:00

Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular, we discuss Dan&apos...

Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH from 2020-10-05T22:00

Edwin Dorsey, the founder of the Bear Cave, comes on to talk about short selling, his new newsletter, and his recent report highlighting the red flags at Celsius. Fun fact: Edwin estimates he re...

Minion Capital (aka Shomik Ghosh) on Shopify and VC investing from 2020-10-02T19:00

Shomick Ghosh (aka Minion Capital), a Principal at Boldstart, talks about his experience as a Venture Capitalist and how he balances investing in both public and private companies. Then we dive ...

Packy McCormick from Not Boring on Opendoor $IPOB from 2020-09-29T07:00

Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel investing, and his current investment into Open...

Shopping for value: Bill Brewster on $QRTEA from 2020-09-15T18:00

Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergoing some financial engineering which has som...

A threesome on drugs: talking $BMYRT with Matt and Dan from 2020-09-14T15:00

Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extr...

Clifford Sosin on Cardlytics $CDLX from 2020-09-10T08:00

Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep into his current investment into Car...

Marc Rubinstein from Net Interest on the Financial Sector from 2020-09-03T14:00

Marc Rubinstein from Net Interest  (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID, and financial sectors ...

Dave Waters of Alluvial Capital / OTCAdventures on $PIOE from 2020-08-31T19:00

Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his current investment into P10 $PIOE.

Byrne Hobart from The Diff on The Death of FANG+ from 2020-08-20T18:00

Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question "Which of Amazon / Apple / Mi...

Mario Cibelli from Marathon Partners on $UBER from 2020-08-19T07:00

Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the early...

David Kim from Scuttleblurb on Carvana $CVNA from 2020-08-11T07:00

David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).

Mike from Non-Gaap on the Corporate Dark Arts from 2020-08-06T15:00

An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.

Elliot Turner on Dropbox $DBX from 2020-08-04T10:00

An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, w...

Jeremy Raper on StoneX $SNEX from 2020-08-03T10:00

Our inaugural episode is an interview with Jeremy Raper of Raper Capital (https://rapercapital.com/). We start by discussing Jeremy's credit backgrou...

Announcing Yet Another Value Podcast from 2020-07-29T08:00

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.

Announcing Yet Another Value Podcast from 2020-07-29T08:00

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.

Announcing Yet Another Value Podcast from 2020-07-29T08:00

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.