Podcast Episodes

Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE

Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing and technology brand best known for its Sacs, The…

Published on 1 year, 9 months ago

Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L

Pedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is the original provider of high quality, low cost gym …

Published on 1 year, 10 months ago

Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point

Evan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the company engages in the provision of tobacco and ni…

Published on 1 year, 10 months ago

The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy

Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run."

For more information about Alex Morri…

Published on 1 year, 10 months ago

Chris DeMuth's State of the Markets January 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA.

For more i…

Published on 1 year, 10 months ago

Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM

Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient exper…

Published on 1 year, 11 months ago

Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting …

Published on 1 year, 11 months ago

Fundamental Edge's Brett Caughran on setting up for success in the pod shop world

Brett Caughran, Lead Trainer and Founder of Fundamental Edge, joins the podcast to discuss Fundamental Edge, Brett's background, how pod shows think about earnings season, fundamental stories, liquid…

Published on 1 year, 11 months ago

Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis

Patrick Wolff, full-time private investor, joins to have a general discussion a wide range of topics: his background (former US Chess champion in 1992 and 1995), the right to buy stocks, domestic vs.…

Published on 1 year, 11 months ago

Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions

Jim Royal, Author of "Zen of Thrift Conversions", joins the podcast to provide the basics of "Thrift Conversions", what that means, as well as examples that help illuminate them.

Jim's book, "Zen of …

Published on 1 year, 11 months ago