Podcast Episodes

Mario Cibelli from Marathon Partners on $UBER

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Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber.…

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Published on 5 years, 1 month ago

David Kim from Scuttleblurb on Carvana $CVNA

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David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).

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Published on 5 years, 1 month ago

Mike from Non-Gaap on the Corporate Dark Arts

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An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.

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Published on 5 years, 1 month ago

Elliot Turner on Dropbox $DBX

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An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we div…

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Published on 5 years, 1 month ago

Jeremy Raper on StoneX $SNEX

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Our inaugural episode is an interview with Jeremy Raper of Raper Capital (https://rapercapital.com/). We start by discussing Jeremy's credit background and how he's looking at the markets today; then…

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Published on 5 years, 1 month ago

Announcing Yet Another Value Podcast

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A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.

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Published on 5 years, 1 month ago