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Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his s…
2 years, 6 months ago
Chris DeMuth's State of the Markets August 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2023 edition, Chris provides his take on the FTC in gene…
2 years, 6 months ago
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day
AJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW), a key supplier of fr…
2 years, 6 months ago
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast to make the case that Crocs, Inc. (NASDAQ: CR…
2 years, 7 months ago
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023.
For more inf…
2 years, 7 months ago
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 (NA…
2 years, 7 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 Certif…
2 years, 7 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…
2 years, 7 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 Xponentia…
2 years, 7 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 Activ…
2 years, 7 months ago