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Chris DeMuth's State of the Markets for March 2023
It's the end of the month, which means its time to welcome back Chris DeMuth for his monthly state of the markets. March 2023 was a doozy, so a lot to breakdown here, including: banking crises, thoug…
Published on 2 years, 8 months ago
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the third time to chat with Andrew about the Media and Cable sectors in 2023. The Media and Cable sectors mo…
Published on 2 years, 9 months ago
John Maxfield on Investing in Banks in a Post-SIVB World
John Maxfield, Editor of the Maxfield on Banks Newsletter on Substack, has spent nearly two decades studying America's best and worst banks, the history of banking, and interviewing bank leaders. Joh…
Published on 2 years, 9 months ago
An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is positioned right now in 2023, and Cable One's f…
Published on 2 years, 9 months ago
Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, joins the Yet Another Value Podcast for the first time to discuss DigitalBrid…
Published on 2 years, 9 months ago
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC), why he thinks it's such a good business, and why he thinks the stock is still undervalued even after a big run in the wake of…
Published on 2 years, 9 months ago
Chris DeMuth's State of the Markets February 2023
Chris DeMuth returns to the podcast for his monthly state of the markets, with updates on TGNA, ATVI, AMC / APE, and MANU.
Chapters
0:00 Intro 2:30 TGNA 27:00 ATVI / MSFT 42:30 AMC / APE…Published on 2 years, 9 months ago
Yaron Naymark on IWG's value case
Yaron Naymark returns to the podcast to discuss the value case for IWG (London Listed). IWG is best known for their Regus brand, which competes with WeWork in the flex office space. Yaron thinks the …
Published on 2 years, 10 months ago
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE).
Bison's VTLE thesis: https://bisoninteres…
Published on 2 years, 10 months ago
Chris DeMuth's State of the Markets January 2023
Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the meme stocks roaring back, and why energy stocks seem …
Published on 2 years, 10 months ago