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BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
BONUS EPISODE with Jonathan Cukierwar, Principal of the General Partner at Sohra Peak Capital Partners - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: …
Published on 2 years, 7 months ago
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
BONUS EPISODE with Michael Liu, Analyst at Intelligent Fanatics Capital Management - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: discovery process fo…
Published on 2 years, 7 months ago
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
Brian Finn, CIO of Findell Capital Management, is back on Yet Another Value Podcast in the quickest turnaround in the show's history, and for good reason. Following earnings calls from $CUTR (idea re…
Published on 2 years, 7 months ago
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
Doug O'Laughlin, Founder and Editor of the Fabricated Knowledge and Mule's Musings Newsletter, joins the Yet Another Value Podcast for the 3rd time to discuss AppLovin Corporation (NASDAQ: APP). Doug…
Published on 2 years, 7 months ago
Chris DeMuth's State of the Markets for April 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2023 edition, Chris shares his thoughts on the Spectrum Brands antitrust lawsuit, thoughts on Activision Mi…
Published on 2 years, 7 months ago
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
Jay Van Sciver, Head of Industrials and Materials at Hedgeye, shares his thoughts on industrials and materials in 2023. Automobiles, Elon Musk, rails, Norfolk Southern, geopolitical commodities lands…
Published on 2 years, 8 months ago
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
Vince Martin, Lead Analyst and Writer at the Overlooked Alpha newsletter, discusses the "Game of Thrones" style proxy fight happening at $CUTR. For more information about the Overlooked Alpha newsle…
Published on 2 years, 8 months ago
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
Brian Finn, CIO of Findell Capital Management, discusses the letter he sent to Oportun Financial's board (NASDAQ: OPRT). Since Oportun's September 2019 IPO, shares have fallen -85%, falling well behi…
Published on 2 years, 8 months ago
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the third time) to update his thesis on Burfurd (BUR) on the heels of their big YPF summary judgement ruling again…
Published on 2 years, 8 months ago
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
Michael Liu, Analyst at Intelligent Fanatics Capital Management, discusses Cogstate (ASX: CGS) / (OTCQX: COGZF). Cogstate provides computerized cognitive tests for Alzheimer's clinical trials. Michae…
Published on 2 years, 8 months ago