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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…
2 years, 11 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 …
2 years, 11 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 20…
2 years, 11 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 hee…
2 years, 11 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 cogni…
2 years, 11 months ago
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 t…
2 years, 11 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 Cab…
3 years 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 hist…
3 years 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 …
3 years 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…
3 years ago