Yet Another Value Podcast
Podcast autorstwa Andrew Walker
Kategorie:
279 Odcinki
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Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Opublikowany: 17.10.2024 -
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Opublikowany: 13.10.2024 -
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Opublikowany: 26.09.2024 -
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Opublikowany: 24.09.2024 -
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Opublikowany: 23.09.2024 -
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Opublikowany: 22.09.2024 -
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Opublikowany: 17.09.2024 -
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Opublikowany: 16.09.2024 -
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Opublikowany: 10.09.2024 -
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Opublikowany: 5.09.2024 -
Chris DeMuth's State of the Markets August 2024
Opublikowany: 30.08.2024 -
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Opublikowany: 27.08.2024 -
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Opublikowany: 23.08.2024 -
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Opublikowany: 20.08.2024 -
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Opublikowany: 14.08.2024 -
Chris DeMuth's State of the Markets July 2024
Opublikowany: 5.08.2024 -
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Opublikowany: 29.07.2024 -
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Opublikowany: 25.07.2024 -
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Opublikowany: 22.07.2024 -
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Opublikowany: 15.07.2024
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
