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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few t…
1 year, 7 months ago
Chris DeMuth's State of the Markets July 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special …
1 year, 7 months ago
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the glo…
1 year, 7 months ago
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few top…
1 year, 8 months ago
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "T…
1 year, 8 months ago
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ES…
1 year, 8 months ago
Chris DeMuth's State of the Markets June 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and e…
1 year, 8 months ago
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement.
You can f…
1 year, 8 months ago
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX…
1 year, 8 months ago
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEG…
1 year, 9 months ago