Podcast Episodes
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Asheville Capital Management's Jake Barfield on InPost's scaling moat
Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, joins the podcast to share his thesis on InPost Group, Europe’s leading e…
1 year, 3 months ago
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his the…
1 year, 4 months ago
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Welcome to the November 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, 4 months ago
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his t…
1 year, 4 months ago
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustaina…
1 year, 4 months ago
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Welcome to the October 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, 5 months ago
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (W…
1 year, 5 months ago
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Bran…
1 year, 5 months ago
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2…
1 year, 5 months ago
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a fe…
1 year, 6 months ago