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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, …
2 years, 8 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…
2 years, 8 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 Ecovy…
2 years, 8 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 Tru…
2 years, 8 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 la…
2 years, 8 months ago
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 leadi…
2 years, 8 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 Activi…
2 years, 8 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 p…
2 years, 9 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 thesi…
2 years, 9 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), includ…
2 years, 9 months ago