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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
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Welcome to the June 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, 9 months ago
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM)…
1 year, 9 months ago
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace G…
1 year, 9 months ago
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NA…
1 year, 9 months ago
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 / Capr…
1 year, 9 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…
1 year, 9 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 …
1 year, 10 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 pro…
1 year, 10 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 winnin…
1 year, 10 months ago