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1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the gener…
Published on 10 months, 4 weeks ago
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and s…
Published on 11 months, 1 week ago
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted."
You can buy your …
Published on 11 months, 1 week ago
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers Game See Byrne's writing at: https://www.thediff.co/ More Than a Numbers Game on amazon: https:/…
Published on 11 months, 2 weeks ago
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full House Resorts $FLL, owns, leases, develops and ope…
Published on 11 months, 4 weeks ago
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Welcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Yet Another Value…
Published on 1 year ago
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Inside Arbitrage, joins the podcast for the second time to…
Published on 1 year ago
Asheville Capital Management's Jake Barfield on InPost's scaling moat
Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, joins the podcast to share his thesis on InPost Group, Europe’s leading e-commerce logistics enabler.
Jake Barfield's writ…
Published on 1 year ago
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his thesis on Lagardere SA (MMB.PA), an international gro…
Published on 1 year, 1 month ago
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on…
Published on 1 year, 1 month ago