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Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few to…
1 year ago
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the larges…
1 year ago
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes …
1 year ago
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshi…
1 year ago
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts o…
1 year ago
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few…
1 year ago
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, m…
1 year ago
Yet Another Value's special situation: Sage Therapeutics $SAGE
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE…
1 year, 1 month ago
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing…
1 year, 1 month ago
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their…
1 year, 1 month ago