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Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO
Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to share his latest idea: Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alcohols …
Published on 2 years, 5 months ago
Chris DeMuth's State of the Markets June 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2023 edition, Chris provides the latest news on the Activision / Microsoft antitrust case + his thoughts on …
Published on 2 years, 5 months ago
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
Nitin Sacheti, Founder and Portfolio Manager at Papyrus Capital, is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the podcast, Nitin went into detail on all segments of …
Published on 2 years, 6 months ago
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
Kevin Mak, CFA, Founder of Creek Drive Capital and Teacher at Stanford University of a course called, Financial Trading Strategy, discusses his thesis on Pagaya Technologies (NASDAQ: PGY), a company …
Published on 2 years, 6 months ago
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
Dave Johnson, Managing Partner at Caligan Partners, makes his second appearance to discuss his thesis on MorphoSys AG (FSE: MOR; NASDAQ: MOR), including: history of the company, change in business st…
Published on 2 years, 6 months ago
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
Yaron Naymark, Founder of 1 Main Capital, is back for the third time on the Yet Another Value Podcast to discuss Limbach Holdings (NASDAQ: LMB), a mechanical systems solution engineering company that…
Published on 2 years, 6 months ago
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
Marc Rubinstein, Founder and Editor of the Net Interest Newsletter, is back on the Yet Another Value Podcast to have a wide-ranging discussion digging into Marc's thoughts on the current state of ban…
Published on 2 years, 6 months ago
Brian McGough from Hedgeye on the (dismal) State of Retail
Brian McGough, head of retail at Hedgeye, joins the podcast to discuss the state of the retail sector, hit a wide variety of names, and explain why he's so bearish on the sector currently.
You can fi…
Published on 2 years, 6 months ago
Chris DeMuth's State of the Markets May 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government suing to block the Horizon Therapeutics sale to Amg…
Published on 2 years, 6 months ago
The Chancery Daily and the Case of the Apes and $AMC
Joining the Yet Another Value Podcast today is the Editor and Co-Founder of The Chancery Daily to have a stirring conversation about the wild $AMC / Apes Case. To say The Chancery Daily has been cove…
Published on 2 years, 7 months ago