Podcast Episodes

Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

Mordechai Yavneh, Founder and Portfolio Manager at Focus Capital, returns to the podcast to discuss how the Silicon Motion Technology Corporation (NASDAQ: SIMO) / MaxLinear (NASDAQ: MXL) deal fell ap…

Published on 2 years, 4 months ago

Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

Ross Levin, Director of Research at Arbiter Partners, joins the pod to discuss his thesis on Credit Agricole S.A. CCIs (Cooperative Investment Certificates).

For more information about Arbiter Partne…

Published on 2 years, 4 months ago

Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ: KDP).

For more on the KDP thesis, see:

Half Moon…

Published on 2 years, 4 months ago

Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provide an update on his Xponential Fitness, Inc. (NYSE: XPOF) thesis since he was l…

Published on 2 years, 4 months ago

Chris DeMuth's State of the Markets July 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2023 edition, Chris provides the latest takes on the Activision / Microsoft deal following the judge's rulin…

Published on 2 years, 4 months ago

Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

Our podcast sponsor, Stream by Alphasense, connected us with Daniel Payne, Senior Fellow at the International Congress of Blockchain Legal Advisors, to discuss the stakes at play in the SEC vs. Coinb…

Published on 2 years, 5 months ago

Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

Evan Tindell, CIO of Bireme Capital, joins Yet Another Value Podcast today to share his thesis on Airtel Africa Plc (LSE: AAF), a leading provider of telecommunications and mobile money services, wit…

Published on 2 years, 5 months ago

Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

Cove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, discuss their thesis on Ecovyst Inc. (NASDAQ: ECVT), a leading integrated and i…

Published on 2 years, 5 months ago

Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

Hawkins Entrekin, Founder and Managing Principal of Warden Capital, joins Yet Another Value Podcast today to discuss his thesis on Vornado Realty Trust (NYSE: VNO), a fully-integrated equity real est…

Published on 2 years, 5 months ago

Colarion Partners' Sam Haskell on the financial sector and banks

Sam Haskell, CIO of Colarion Partners and Editor of the 5 Points newsletter on Substack, is today's guest on the Yet Another Value Podcast. In the last few months, we've been covering all aspects of …

Published on 2 years, 5 months ago