Podcast Episodes

Chris DeMuth's State of the Markets May 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal.

F…

Published on 1 year, 6 months ago

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

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplac…

Published on 1 year, 6 months ago

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

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines i…

Published on 1 year, 7 months ago

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

Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed…

Published on 1 year, 7 months ago

Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV).

You can fi…

Published on 1 year, 7 months ago

Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising

Welcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (sin…

Published on 1 year, 7 months ago

Chris DeMuth's State of the Markets April 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capr…

Published on 1 year, 7 months ago

Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT).

$RDDT write-up on Seeking Alpha: https://seekingalp…

Published on 1 year, 8 months ago

Matt Turk on why corporate history matters with Target Hospitality $TH

Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added ho…

Published on 1 year, 8 months ago

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in more than 110 countries use PAR’s restaurant point…

Published on 1 year, 8 months ago