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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 …
1 year, 10 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 a…
1 year, 10 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).
$…
1 year, 10 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 in…
1 year, 11 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 …
1 year, 11 months ago
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining.
TeraWulf owns and…
1 year, 11 months ago
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP…
1 year, 11 months ago
Chris DeMuth's State of the Markets March 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks be…
1 year, 11 months ago
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger.
$PW…
2 years ago
Matt Warder shares state of the coal markets + $AMR $HCC
Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from l…
2 years ago