Podcast Episodes

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his third appearance to share his thesis on SECURE Ener…

Published on 1 year, 1 month ago

KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL

Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infectio…

Published on 1 year, 1 month ago

Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities

Welcome to the October 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: being in the room …

Published on 1 year, 2 months ago

Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN), an international retailer of world leadin…

Published on 1 year, 2 months ago

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN), an automotive ser…

Published on 1 year, 2 months ago

Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming e…

Published on 1 year, 3 months ago

Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame

Welcome to the September 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: heavy selection …

Published on 1 year, 3 months ago

MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case.

For more information about MDC Financial Research, p…

Published on 1 year, 3 months ago

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell'…

Published on 1 year, 3 months ago

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-te…

Published on 1 year, 3 months ago