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SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data c…
1 year, 1 month ago
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF),…
1 year, 1 month ago
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co. (NYSE: CVNA), the leading e-c…
1 year, 1 month ago
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Gr…
1 year, 1 month ago
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global…
1 year, 2 months ago
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, …
1 year, 2 months ago
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers Game See Byrne's writing at: https://www.thedi…
1 year, 2 months ago
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full …
1 year, 2 months ago
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Welcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few…
1 year, 2 months ago
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Inside A…
1 year, 3 months ago