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Yet Another Value Podcast

35 episodes

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Chris DeMuth's State of the Markets December 2023

Published: Jan. 2, 2024, 8:09 p.m.
Duration: 43 minutes 55 seconds

Listed in: Business

Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul

Published: Dec. 27, 2023, 12:42 p.m.
Duration: 59 minutes 3 seconds

Listed in: Business

Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR

Published: Dec. 22, 2023, 5:53 p.m.
Duration: 1 hour 12 minutes 38 seconds

Listed in: Business

Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

Published: Dec. 20, 2023, 9:50 p.m.
Duration: 1 hour 19 minutes 2 seconds

Listed in: Business

Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

Published: Dec. 20, 2023, 2:57 p.m.
Duration: 1 hour 16 minutes 27 seconds

Listed in: Business

Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

Published: Dec. 15, 2023, 2:23 p.m.
Duration: 1 hour 4 minutes 16 seconds

Listed in: Business

Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

Published: Dec. 11, 2023, 3:01 p.m.
Duration: 53 minutes 2 seconds

Listed in: Business

ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction

Published: Dec. 8, 2023, 12:53 p.m.
Duration: 1 hour 20 seconds

Listed in: Business

MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

Published: Dec. 7, 2023, 3 p.m.
Duration: 1 hour 7 minutes 19 seconds

Listed in: Business

Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

Published: Dec. 5, 2023, 9:10 p.m.
Duration: 56 minutes 21 seconds

Listed in: Business

Chris DeMuth's State of the Markets November 2023

Published: Dec. 2, 2023, 12:53 a.m.
Duration: 45 minutes 28 seconds

Listed in: Business

YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

Published: Nov. 30, 2023, 2:53 p.m.
Duration: 59 minutes 36 seconds

Listed in: Business

MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial

Published: Nov. 13, 2023, 1:10 p.m.
Duration: 1 hour 1 minute 37 seconds

Listed in: Business

Chris DeMuth's State of the Markets October 2023

Published: Oct. 24, 2023, 5:55 p.m.
Duration: 38 minutes 9 seconds

Listed in: Business

Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

Published: Oct. 17, 2023, 11:22 a.m.
Duration: 51 minutes 46 seconds

Listed in: Business

Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

Published: Oct. 12, 2023, 11:21 p.m.
Duration: 50 minutes 1 second

Listed in: Business

Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

Published: Oct. 9, 2023, 1:29 p.m.
Duration: 1 hour 10 minutes 14 seconds

Listed in: Business

HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

Published: Oct. 6, 2023, 5:16 p.m.
Duration: 1 hour 2 minutes 41 seconds

Listed in: Business

Chris DeMuth's State of the Markets September 2023

Published: Oct. 4, 2023, 8:15 p.m.
Duration: 44 minutes 3 seconds

Listed in: Business

Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case

Published: Oct. 3, 2023, 8:15 p.m.
Duration: 1 hour 19 minutes 49 seconds

Listed in: Business

Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM

Published: Oct. 2, 2023, 7:41 p.m.
Duration: 56 minutes 17 seconds

Listed in: Business

B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis

Published: Sept. 27, 2023, 5 p.m.
Duration: 1 hour 11 minutes 31 seconds

Listed in: Business

Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR

Published: Sept. 25, 2023, noon
Duration: 1 hour 46 minutes

Listed in: Business

Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst

Published: Sept. 23, 2023, 1 a.m.
Duration: 1 hour 2 minutes 14 seconds

Listed in: Business

Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC

Published: Sept. 13, 2023, 4 p.m.
Duration: 55 minutes 43 seconds

Listed in: Business

Chris DeMuth's State of the Markets August 2023

Published: Sept. 1, 2023, 10:06 p.m.
Duration: 40 minutes 10 seconds

Listed in: Business

Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day

Published: Aug. 31, 2023, 1:01 p.m.
Duration: 40 minutes 40 seconds

Listed in: Business

Choice Equities' Mitchell Scott making the case that $CROX is not a fad

Published: Aug. 24, 2023, 6:06 p.m.
Duration: 52 minutes 2 seconds

Listed in: Business

Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF

Published: Aug. 18, 2023, 11 p.m.
Duration: 42 minutes

Listed in: Business

Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart

Published: Aug. 14, 2023, 2:45 p.m.
Duration: 1 hour 10 minutes 24 seconds

Listed in: Business

Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group

Published: Aug. 11, 2023, 11:15 a.m.
Duration: 49 minutes 1 second

Listed in: Business

Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP

Published: Aug. 7, 2023, 7:35 p.m.
Duration: 52 minutes 50 seconds

Listed in: Business

Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

Published: Aug. 2, 2023, 9:07 p.m.
Duration: 54 minutes 40 seconds

Listed in: Business

Chris DeMuth's State of the Markets July 2023

Published: Aug. 1, 2023, 1:10 p.m.
Duration: 38 minutes 41 seconds

Listed in: Business

Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)

Published: July 25, 2023, 6:15 a.m.
Duration: 57 minutes 33 seconds

Listed in: Business

Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L

Published: July 21, 2023, 6:20 p.m.
Duration: 1 hour 2 minutes 47 seconds

Listed in: Business

Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update

Published: July 19, 2023, 6:45 a.m.
Duration: 58 minutes 55 seconds

Listed in: Business

Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market

Published: July 13, 2023, 11:50 a.m.
Duration: 1 hour 9 minutes 24 seconds

Listed in: Business

Colarion Partners' Sam Haskell on the financial sector and banks

Published: July 10, 2023, 6:22 p.m.
Duration: 1 hour 1 minute 52 seconds

Listed in: Business

Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO

Published: July 3, 2023, 1:45 p.m.
Duration: 59 minutes 29 seconds

Listed in: Business

Chris DeMuth's State of the Markets June 2023

Published: June 29, 2023, 8 p.m.
Duration: 43 minutes 33 seconds

Listed in: Business

Papyrus Capital's Nitin Sacheti updates his $VATE thesis

Published: June 23, 2023, 12:39 p.m.
Duration: 57 minutes 21 seconds

Listed in: Business

Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla

Published: June 20, 2023, 11:36 a.m.
Duration: 57 minutes 11 seconds

Listed in: Business

Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

Published: June 16, 2023, 12:05 p.m.
Duration: 54 minutes 38 seconds

Listed in: Business

1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB

Published: June 12, 2023, 10:41 a.m.
Duration: 59 minutes 27 seconds

Listed in: Business

Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking

Published: June 9, 2023, 12:58 p.m.
Duration: 1 hour 13 minutes 23 seconds

Listed in: Business

Brian McGough from Hedgeye on the (dismal) State of Retail

Published: June 7, 2023, 3:43 p.m.
Duration: 50 minutes 2 seconds

Listed in: Business

Chris DeMuth's State of the Markets May 2023

Published: June 1, 2023, 1:03 p.m.
Duration: 42 minutes 51 seconds

Listed in: Business

The Chancery Daily and the Case of the Apes and $AMC

Published: May 26, 2023, 12:52 p.m.
Duration: 1 hour 17 minutes 28 seconds

Listed in: Business

BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS

Published: May 21, 2023, 1:52 p.m.
Duration: 30 minutes 7 seconds

Listed in: Business

BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

Published: May 21, 2023, 1:51 p.m.
Duration: 43 minutes 16 seconds

Listed in: Business

Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT

Published: May 15, 2023, 3:06 p.m.
Duration: 54 minutes 29 seconds

Listed in: Business

Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP

Published: May 8, 2023, 4:59 p.m.
Duration: 58 minutes 5 seconds

Listed in: Business

Chris DeMuth's State of the Markets for April 2023

Published: May 2, 2023, 12:01 p.m.
Duration: 52 minutes 25 seconds

Listed in: Business

Jay Van Sciver shares his thoughts on Industrials and Materials for 2023

Published: April 24, 2023, 1:56 p.m.
Duration: 53 minutes 49 seconds

Listed in: Business

Vince Martin on the "Game of Thrones" style proxy fight at $CUTR

Published: April 19, 2023, 2:57 p.m.
Duration: 56 minutes 3 seconds

Listed in: Business

Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT

Published: April 13, 2023, 10:58 a.m.
Duration: 46 minutes 34 seconds

Listed in: Business

Artem Fokin's take on Burford's YPF summary judgement ruling $BUR

Published: April 10, 2023, 5:10 p.m.
Duration: 1 hour 26 minutes 19 seconds

Listed in: Business

Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play

Published: April 3, 2023, 1:37 p.m.
Duration: 49 minutes 50 seconds

Listed in: Business

Chris DeMuth's State of the Markets for March 2023

Published: March 31, 2023, 7:15 p.m.
Duration: 42 minutes 18 seconds

Listed in: Business

Alex Morris provides 2023 overview on Cable and what makes Media so attractive

Published: March 28, 2023, 11:43 a.m.
Duration: 56 minutes 36 seconds

Listed in: Business

John Maxfield on Investing in Banks in a Post-SIVB World

Published: March 21, 2023, 8:38 p.m.
Duration: 1 hour 8 minutes 1 second

Listed in: Business

An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

Published: March 20, 2023, 4:28 p.m.
Duration: 1 hour 2 minutes 38 seconds

Listed in: Business

Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG

Published: March 14, 2023, 7:44 p.m.
Duration: 1 hour 2 minutes 34 seconds

Listed in: Business

Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

Published: March 7, 2023, 2 p.m.
Duration: 1 hour 3 minutes 42 seconds

Listed in: Business

Chris DeMuth's State of the Markets February 2023

Published: March 1, 2023, 6:58 p.m.
Duration: 1 hour 1 minute 8 seconds

Listed in: Business

Yaron Naymark on IWG's value case

Published: Feb. 27, 2023, 12:42 p.m.
Duration: 1 hour 19 minutes 42 seconds

Listed in: Business

Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

Published: Feb. 13, 2023, 7:53 p.m.
Duration: 1 hour 18 minutes 26 seconds

Listed in: Business

Chris DeMuth's State of the Markets January 2023

Published: Jan. 30, 2023, 12:47 p.m.
Duration: 51 minutes 40 seconds

Listed in: Business

Artem Fokin from Caro-Kann on Kaspi $KSPI

Published: Jan. 23, 2023, 1:43 p.m.
Duration: 1 hour 14 minutes 9 seconds

Listed in: Business

Jeremy Raper on his Serica engagement campaign (SQZ)

Published: Jan. 19, 2023, 10:33 p.m.
Duration: 53 minutes 52 seconds

Listed in: Business

Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

Published: Jan. 9, 2023, 2:01 p.m.
Duration: 1 hour 3 minutes 56 seconds

Listed in: Business

Tidewater's management on the offshore inflection $TDW

Published: Jan. 6, 2023, 3:38 p.m.
Duration: 1 hour 5 minutes 20 seconds

Listed in: Business

Chris DeMuth's State of the Markets December 2022

Published: Dec. 22, 2022, 4:22 p.m.
Duration: 46 minutes 57 seconds

Listed in: Business

Lionel Hutz on Liquidia's patent battle $LQDA

Published: Dec. 19, 2022, 1:53 p.m.
Duration: 1 hour 20 minutes 16 seconds

Listed in: Business

Mordechai Yavneh on Silicon Motion $SIMO

Published: Dec. 15, 2022, 2:59 p.m.
Duration: 1 hour 6 minutes 17 seconds

Listed in: Business

Avi Fisher from Long Cast Advisors on CoreCard $CCRD

Published: Dec. 12, 2022, 1:52 p.m.
Duration: 1 hour 13 minutes 12 seconds

Listed in: Business

AJ Secrist from Firstlight Management on Lamb Weston $LW

Published: Dec. 8, 2022, 1:39 p.m.
Duration: 58 minutes 42 seconds

Listed in: Business

Half Moon Capital on Oxford Industries $OXM

Published: Dec. 5, 2022, 2:35 p.m.
Duration: 1 hour 6 minutes 27 seconds

Listed in: Business

Chris DeMuth's State of the Markets November 2022

Published: Dec. 1, 2022, 12:53 a.m.
Duration: 54 minutes 34 seconds

Listed in: Business

Michael Fritzell from Asian Century Stocks on Casio Computer

Published: Nov. 21, 2022, 1:10 p.m.
Duration: 35 minutes 3 seconds

Listed in: Business

The Koala ventures through the commodity space and Ivanhoe Electric (IE)

Published: Nov. 16, 2022, 1:33 p.m.
Duration: 1 hour 23 minutes 14 seconds

Listed in: Business

Samir Patel from Askeladden Capital on MIX Telematics $MIXT

Published: Nov. 14, 2022, 1:45 p.m.
Duration: 1 hour 2 minutes 42 seconds

Listed in: Business

Bill Chen on HHC's value and Ackman's pending tender

Published: Nov. 7, 2022, 3:02 p.m.
Duration: 1 hour 20 minutes 27 seconds

Listed in: Business

Chris Lee discusses his winning stock pitch on $DLA

Published: Nov. 4, 2022, 1:49 p.m.
Duration: 49 minutes 10 seconds

Listed in: Business

Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)

Published: Oct. 26, 2022, 6 p.m.
Duration: 54 minutes 43 seconds

Listed in: Business

Luis Sanchez lays out the $IBKR thesis

Published: Oct. 17, 2022, noon
Duration: 1 hour 8 minutes 37 seconds

Listed in: Business

Lionel Hutz explains why Elon will own Twitter $TWTR

Published: Oct. 14, 2022, 2 p.m.
Duration: 1 hour 8 minutes 15 seconds

Listed in: Business

Doug from Fabricated Knowledge on $SITM

Published: Oct. 10, 2022, noon
Duration: 1 hour 14 minutes 14 seconds

Listed in: Business

Zack Buckley on Xponential Fitness $XPOF

Published: Oct. 6, 2022, noon
Duration: 1 hour 24 seconds

Listed in: Business

Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)

Published: Sept. 30, 2022, 2 p.m.
Duration: 59 minutes 17 seconds

Listed in: Business

Chris DeMuth's State of the Markets September 2022

Published: Sept. 28, 2022, noon
Duration: 44 minutes 9 seconds

Listed in: Business

The CoVest Select team on launching CoVest and their $OEC thesis

Published: Sept. 21, 2022, 1 p.m.
Duration: 1 hour 9 minutes 20 seconds

Listed in: Business

Dave Waters of Alluvial Capital on $PX

Published: Sept. 16, 2022, 1 p.m.
Duration: 1 hour 1 minute 12 seconds

Listed in: Business

James Elbaor is investing in Bill Ackman at a Discount $PSH

Published: Sept. 12, 2022, 4 p.m.
Duration: 1 hour 5 minutes 14 seconds

Listed in: Business

Jon Boyar on the Dolan Discounts at $MSGS and $MSGE

Published: Aug. 26, 2022, noon
Duration: 54 minutes 52 seconds

Listed in: Business

Andrew Carreon from Emeth Value on Diversified Energy $DEC

Published: Aug. 22, 2022, noon
Duration: 1 hour 27 minutes 44 seconds

Listed in: Business

Chris DeMuth's State of the Markets August 2022

Published: Aug. 17, 2022, noon
Duration: 56 minutes 16 seconds

Listed in: Business

Professor Ann Lipton and Compound248 on $TWTR vs. Musk

Published: Aug. 9, 2022, 1 p.m.
Duration: 1 hour 17 minutes 8 seconds

Listed in: Business

David from Kingdom Capital on UNTC

Published: Aug. 2, 2022, 5 p.m.
Duration: 1 hour 7 minutes 42 seconds

Listed in: Business

Chris DeMuth's state of the markets July 2022

Published: July 28, 2022, 2 p.m.
Duration: 58 minutes 22 seconds

Listed in: Business

PJ Kurzweil on Spectrum Brands SPB

Published: July 18, 2022, noon
Duration: 1 hour 5 minutes 45 seconds

Listed in: Business

Jeremy Raper on the event driven market July 2022

Published: July 11, 2022, noon
Duration: 1 hour 25 minutes 46 seconds

Listed in: Business

Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group

Published: July 1, 2022, 3 p.m.
Duration: 57 minutes 36 seconds

Listed in: Business

Chris DeMuth's State of the Markets June 2022 (podcast #114)

Published: June 23, 2022, 7 p.m.
Duration: 57 minutes 50 seconds

Listed in: Business

Brian Laks from Old West on Tin's Alpha Potential

Published: June 16, 2022, 11 a.m.
Duration: 1 hour 19 minutes 42 seconds

Listed in: Business

Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis

Published: June 10, 2022, 5 p.m.
Duration: 1 hour 15 minutes 27 seconds

Listed in: Business

PJ Kurzweil sees smooth sailing ahead for BC

Published: May 31, 2022, 1 p.m.
Duration: 59 minutes 51 seconds

Listed in: Business

Michael Fritzell from Asian Century Stocks on T. Hasegawa

Published: May 27, 2022, 1 p.m.
Duration: 36 minutes 56 seconds

Listed in: Business

Evan Tindell thinks Elon Musk will close the Twitter acquisition

Published: May 25, 2022, 1 p.m.
Duration: 1 hour 18 minutes 4 seconds

Listed in: Business

Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)

Published: May 20, 2022, 2 p.m.
Duration: 1 hour 15 minutes 9 seconds

Listed in: Business

Luis Sanchez drives home the Endor thesis (Podcast #107)

Published: May 19, 2022, 3 p.m.
Duration: 1 hour 8 minutes 20 seconds

Listed in: Business

Chris DeMuth's state of the markets May 2022

Published: May 12, 2022, noon
Duration: 50 minutes 12 seconds

Listed in: Business

Bill Chen on Clipper Realty and the NYC apartment boom

Published: May 9, 2022, 1 p.m.
Duration: 1 hour 3 minutes 35 seconds

Listed in: Business

Bonus episode: Randy Baron updates $AMRS and $RNLX

Published: April 25, 2022, 2 p.m.
Duration: 33 minutes 38 seconds

Listed in: Business

Randy Baron's bull case on $GDS

Published: April 22, 2022, 2 p.m.
Duration: 1 hour 2 minutes 49 seconds

Listed in: Business

Andrew Wagner on Copart (CPRT)

Published: April 18, 2022, 3 p.m.
Duration: 53 minutes 2 seconds

Listed in: Business

Bob Robotti on WLK and the revenge of the old economy

Published: April 14, 2022, 2 p.m.
Duration: 53 minutes 31 seconds

Listed in: Business

Conor Maguire sees value in Wickes

Published: April 8, 2022, noon
Duration: 57 minutes 41 seconds

Listed in: Business

Swen Lorenz from Undervalued-Shares on $IWG

Published: April 4, 2022, 1 p.m.
Duration: 47 minutes 53 seconds

Listed in: Business

Tim Weber updates $AMPY and talks the double dogs

Published: March 21, 2022, noon
Duration: 57 minutes 57 seconds

Listed in: Business

Chris Colvin thinks Veritas is stealing $HMHC

Published: March 17, 2022, 1 p.m.
Duration: 54 minutes 11 seconds

Listed in: Business

Louis Camhi on the opportunities in the SPAC market

Published: March 7, 2022, 7 p.m.
Duration: 53 minutes 41 seconds

Listed in: Business

Jeremy Raper is going FAR

Published: Feb. 28, 2022, 8 p.m.
Duration: 58 minutes 31 seconds

Listed in: Business

Bill Chen breaks down $FRPH's SOTP

Published: Feb. 22, 2022, 2 p.m.
Duration: 1 hour 4 minutes 13 seconds

Listed in: Business

Jon Boyar thinks SMG's stock is set to grow

Published: Feb. 7, 2022, 6 p.m.
Duration: 53 minutes 59 seconds

Listed in: Business

Rich Howe thinks NXDT could be the next NXRT

Published: Feb. 3, 2022, 3 p.m.
Duration: 1 hour 49 seconds

Listed in: Business

Josh Young journeys through the energy sector

Published: Jan. 27, 2022, 1 p.m.
Duration: 1 hour 14 minutes 43 seconds

Listed in: Business

Keith Smith thinks TIGO is a cheap special situation

Published: Jan. 24, 2022, noon
Duration: 1 hour 9 minutes 56 seconds

Listed in: Business

Vadim Perelman's Basic-Fit thesis $BFIT

Published: Jan. 13, 2022, 1 p.m.
Duration: 1 hour 5 minutes 46 seconds

Listed in: Business

Chris DeMuth's best idea for 2022 is $RENN

Published: Jan. 9, 2022, 9 p.m.
Duration: 1 hour 9 minutes 38 seconds

Listed in: Business

Jacob Rubin sees value in $GLNG

Published: Dec. 21, 2021, 2 p.m.
Duration: 39 minutes 21 seconds

Listed in: Business

Jacob Rubin is flying with $FTAI

Published: Dec. 17, 2021, 5 p.m.
Duration: 57 minutes 4 seconds

Listed in: Business

Kuppy is active on $LEE

Published: Dec. 16, 2021, 3 p.m.
Duration: 57 minutes 2 seconds

Listed in: Business

Chris McIntyre thinks $MSGE is a cheap stock

Published: Dec. 14, 2021, 1 p.m.
Duration: 1 hour 13 minutes 4 seconds

Listed in: Business

Sleepwell and Enlightened are allied in the $ALLY bull case

Published: Dec. 13, 2021, 1 a.m.
Duration: 1 hour 4 minutes 46 seconds

Listed in: Business

Andrew Freedman walks through the TMT space

Published: Dec. 6, 2021, 3 p.m.
Duration: 1 hour 7 minutes

Listed in: Business

Ari Lazar sees value in $KW

Published: Dec. 2, 2021, 2 p.m.
Duration: 1 hour 9 minutes 10 seconds

Listed in: Business

Richard Sosa sees value in DFIN's niche

Published: Nov. 18, 2021, 2 p.m.
Duration: 1 hour 6 minutes 40 seconds

Listed in: Business

Evan Tindell sees value in $TME

Published: Nov. 15, 2021, 4 p.m.
Duration: 1 hour 7 minutes 50 seconds

Listed in: Business

Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA

Published: Nov. 10, 2021, 2 p.m.
Duration: 1 hour 2 minutes 1 second

Listed in: Business

Aaron Edelheit is high on Cannabis stocks

Published: Nov. 4, 2021, 5 p.m.
Duration: 1 hour 5 minutes 3 seconds

Listed in: Business

Jeremy Raper discusses POSaBIT $POSAF

Published: Nov. 3, 2021, 1 p.m.
Duration: 56 minutes 46 seconds

Listed in: Business

Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal

Published: Nov. 2, 2021, 1 p.m.
Duration: 51 minutes 43 seconds

Listed in: Business

Nitin Sacheti breaks down $VATE's SOTP

Published: Oct. 26, 2021, 1 p.m.
Duration: 1 hour 13 minutes 1 second

Listed in: Business

Felix Narhi discusses Stitch Fix $SFIX

Published: Oct. 20, 2021, 10 a.m.
Duration: 1 hour 5 minutes 32 seconds

Listed in: Business

Randy Baron discusses Renalytix $RNLX

Published: Oct. 14, 2021, 3 a.m.
Duration: 53 minutes 25 seconds

Listed in: Business

Tim Weber is bullish $AMPY despite the oil spill

Published: Oct. 8, 2021, 2 p.m.
Duration: 1 hour 1 minute 48 seconds

Listed in: Business

Leo Kang from Plum Capital on $ATTO

Published: Sept. 30, 2021, 1 p.m.
Duration: 56 minutes 25 seconds

Listed in: Business

Ben Claremon on $LUMN

Published: Sept. 27, 2021, noon
Duration: 1 hour 9 minutes 44 seconds

Listed in: Business

The Bear Cave is Watching $YOU

Published: Sept. 24, 2021, 1 p.m.
Duration: 49 minutes 29 seconds

Listed in: Business

Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC

Published: Sept. 10, 2021, noon
Duration: 46 minutes 26 seconds

Listed in: Business

Kyler Hasson helps me bag hold $ATUS

Published: Sept. 8, 2021, noon
Duration: 1 hour 12 minutes 9 seconds

Listed in: Business

Brian Laks covers the #uranium and Nexgen bull cases $NXE

Published: Sept. 4, 2021, 3 p.m.
Duration: 1 hour 2 minutes 5 seconds

Listed in: Business

Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF

Published: Sept. 1, 2021, 1 p.m.
Duration: 1 hour 7 minutes 1 second

Listed in: Business

A $GOED investment thesis that WARRANTs a look with Thomas Braziel

Published: Aug. 26, 2021, 2 p.m.
Duration: 55 minutes 17 seconds

Listed in: Business

Louis Camhi presents an ORIGINal investment thesis $ORGN

Published: Aug. 20, 2021, 1 p.m.
Duration: 1 hour 5 minutes 27 seconds

Listed in: Business

Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF

Published: Aug. 18, 2021, 1 p.m.
Duration: 1 hour 17 minutes 31 seconds

Listed in: Business

Sean Iddings on the bull case for $EXPI

Published: Aug. 6, 2021, 3 p.m.
Duration: 51 minutes 43 seconds

Listed in: Business

Chris Krug from Chatham Harbor Capital on Performant $PFMT

Published: July 28, 2021, noon
Duration: 57 minutes 38 seconds

Listed in: Business

Artem Fokin from Caro-Kann on Burford's bull case

Published: July 18, 2021, 5 p.m.
Duration: 1 hour 26 minutes 55 seconds

Listed in: Business

Adam Lindsay takes a TRIP through the LTRPA bull thesis

Published: July 14, 2021, 2 p.m.
Duration: 57 minutes 41 seconds

Listed in: Business

Kyle Cerminara on deSPACing OppFi with $FGNA

Published: July 8, 2021, noon
Duration: 1 hour 11 minutes 39 seconds

Listed in: Business

Uncovering CATO's value with Mike Melby

Published: June 30, 2021, 1 p.m.
Duration: 46 minutes 13 seconds

Listed in: Business

Brian Mosoff from Ether Capital on the bull case for Ether

Published: June 29, 2021, 1 p.m.
Duration: 1 hour 21 minutes

Listed in: Business

Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology

Published: June 23, 2021, 11 a.m.
Duration: 1 hour 13 minutes 42 seconds

Listed in: Business

James Elbaor is investing in Dan Loeb at a Discount $TPOU

Published: June 17, 2021, noon
Duration: 54 minutes 36 seconds

Listed in: Business

Andrew Carreon from Emeth Value on Blackstone Minerals $BSM

Published: June 10, 2021, noon
Duration: 54 minutes 23 seconds

Listed in: Business

Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit

Published: May 25, 2021, 3 p.m.
Duration: 49 minutes 22 seconds

Listed in: Business

Bitcoin futures arb and trading the crypto market with David Fauchier

Published: May 20, 2021, noon
Duration: 1 hour 9 minutes 22 seconds

Listed in: Business

Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX

Published: May 17, 2021, 1 p.m.
Duration: 1 hour 3 minutes 22 seconds

Listed in: Business

A roundtable on Angi $ANGI

Published: May 12, 2021, 11 a.m.
Duration: 1 hour 2 minutes 1 second

Listed in: Business

Javier from Blind Squirrel discusses Netflix $NFLX

Published: May 4, 2021, noon
Duration: 58 minutes 20 seconds

Listed in: Business

Neil Cataldi from Blueprint on Sanara Medtech $SMTI

Published: May 3, 2021, noon
Duration: 1 hour 13 minutes 53 seconds

Listed in: Business

Alex Morris from TSOH on Spotify $SPOT

Published: April 30, 2021, 1 p.m.
Duration: 1 hour 4 minutes 6 seconds

Listed in: Business

Jeremy Raper goes activist on Hunter Douglas $HDG

Published: April 27, 2021, 2 p.m.
Duration: 1 hour 1 minute 36 seconds

Listed in: Business

Ian Bezek on RenRen $RENN

Published: April 22, 2021, 1 p.m.
Duration: 38 minutes 9 seconds

Listed in: Business

Francisco Olivera from Arevilo Capital on Roblox $RBLX

Published: April 20, 2021, noon
Duration: 1 hour 7 minutes 38 seconds

Listed in: Business

Cove Street Capital on Viemed (VMD)

Published: April 19, 2021, noon
Duration: 1 hour 3 minutes 19 seconds

Listed in: Business

Adam Wilk from Greystone Capital on Liberated Syndication $LSYN

Published: April 14, 2021, 8 p.m.
Duration: 55 minutes 50 seconds

Listed in: Business

Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK

Published: April 9, 2021, noon
Duration: 1 hour 14 seconds

Listed in: Business

Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal

Published: April 5, 2021, 11 a.m.
Duration: 41 minutes 41 seconds

Listed in: Business

Edwin Dorsey from Bear Cave on Otonomo $SAII

Published: March 31, 2021, 1 p.m.
Duration: 52 minutes 37 seconds

Listed in: Business

Jeff Moore discusses Thryv $THRY

Published: March 29, 2021, 1 p.m.
Duration: 53 minutes 35 seconds

Listed in: Business

Cove Street Capital on Viasat $VSAT

Published: March 23, 2021, 1 p.m.
Duration: 1 hour 25 minutes 19 seconds

Listed in: Business

Mostly Borrowed Ideas on Autodesk ( $ADSK)

Published: March 22, 2021, 1 p.m.
Duration: 1 hour 9 minutes 18 seconds

Listed in: Business

Will Barnes from In Practise on Naked Wines

Published: March 18, 2021, 10 a.m.
Duration: 1 hour 4 minutes 44 seconds

Listed in: Business

Jacob Rubin from Philosophy Capital on $ESGC

Published: March 2, 2021, 1 p.m.
Duration: 1 hour 15 minutes 23 seconds

Listed in: Business

Joe Boskovich on WildBrain $WLDBF

Published: Feb. 18, 2021, 1 p.m.
Duration: 1 hour 22 minutes 4 seconds

Listed in: Business

Shehryar Khursheed from Return on Capital on $RH's bull case

Published: Feb. 2, 2021, noon
Duration: 48 minutes 49 seconds

Listed in: Business

Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze

Published: Feb. 1, 2021, 4 p.m.
Duration: 35 minutes 40 seconds

Listed in: Business

Mario Cibelli on the $WWE bull case

Published: Jan. 29, 2021, noon
Duration: 49 minutes 43 seconds

Listed in: Business

Elliot Turner on Twitter $TWTR

Published: Jan. 22, 2021, 2 p.m.
Duration: 1 hour 7 minutes 13 seconds

Listed in: Business

Jeremy Raper on Haier Smart Home

Published: Jan. 19, 2021, 11 a.m.
Duration: 51 minutes 5 seconds

Listed in: Business

Steve Clapham, author of The Smart Money Method

Published: Dec. 7, 2020, noon
Duration: 47 minutes 20 seconds

Listed in: Business

Jeremy Raper on Bragg Gaming (BRAG.V)

Published: Dec. 1, 2020, 2 a.m.
Duration: 1 hour 15 minutes 39 seconds

Listed in: Business

Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)

Published: Nov. 24, 2020, 8 p.m.
Duration: 1 hour 5 minutes 43 seconds

Listed in: Business

Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger

Published: Nov. 20, 2020, 2 p.m.
Duration: 1 hour 1 minute 19 seconds

Listed in: Business

Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming

Published: Nov. 16, 2020, 8 p.m.
Duration: 1 hour 7 minutes 59 seconds

Listed in: Business

Boyar Value Group on the value in MSGS, IAC, and ANGI

Published: Nov. 9, 2020, 9 p.m.
Duration: 58 minutes 31 seconds

Listed in: Business

Mike Melby from Gate City Capital on Amrep $AXR

Published: Nov. 3, 2020, 8 p.m.
Duration: 1 hour 14 minutes 48 seconds

Listed in: Business

Why Ryan O'Connor is bullish Nintendo $NTDOY

Published: Oct. 23, 2020, 7 p.m.
Duration: 1 hour 18 minutes 59 seconds

Listed in: Business

Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH)

Published: Oct. 19, 2020, 6 p.m.
Duration: 1 hour 8 minutes 25 seconds

Listed in: Business

Mostly Borrowed Ideas on Etsy

Published: Oct. 16, 2020, 9 a.m.
Duration: 59 minutes 58 seconds

Listed in: Business

A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again)

Published: Oct. 8, 2020, 4 p.m.
Duration: 41 minutes 30 seconds

Listed in: Business

Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH

Published: Oct. 6, 2020, 2 a.m.
Duration: 50 minutes 36 seconds

Listed in: Business

Minion Capital (aka Shomik Ghosh) on Shopify and VC investing

Published: Oct. 2, 2020, 11 p.m.
Duration: 1 hour 1 minute

Listed in: Business

Packy McCormick from Not Boring on Opendoor $IPOB

Published: Sept. 29, 2020, 11 a.m.
Duration: 55 minutes 42 seconds

Listed in: Business

Shopping for value: Bill Brewster on $QRTEA

Published: Sept. 15, 2020, 10 p.m.
Duration: 57 minutes 54 seconds

Listed in: Business

A threesome on drugs: talking $BMYRT with Matt and Dan

Published: Sept. 14, 2020, 7 p.m.
Duration: 1 hour 19 minutes 16 seconds

Listed in: Business

Clifford Sosin on Cardlytics $CDLX

Published: Sept. 10, 2020, noon
Duration: 1 hour 22 minutes

Listed in: Business

Marc Rubinstein from Net Interest on the Financial Sector

Published: Sept. 3, 2020, 6 p.m.
Duration: 1 hour 3 minutes 6 seconds

Listed in: Business

Dave Waters of Alluvial Capital / OTCAdventures on $PIOE

Published: Aug. 31, 2020, 11 p.m.
Duration: 59 minutes 10 seconds

Listed in: Business

Byrne Hobart from The Diff on The Death of FANG+

Published: Aug. 20, 2020, 10 p.m.
Duration: 58 minutes 54 seconds

Listed in: Business

Mario Cibelli from Marathon Partners on $UBER

Published: Aug. 19, 2020, 11 a.m.
Duration: 1 hour 13 minutes 28 seconds

Listed in: Business

David Kim from Scuttleblurb on Carvana $CVNA

Published: Aug. 11, 2020, 11 a.m.
Duration: 1 hour 6 minutes 56 seconds

Listed in: Business

Mike from Non-Gaap on the Corporate Dark Arts

Published: Aug. 6, 2020, 7 p.m.
Duration: 1 hour 15 minutes 42 seconds

Listed in: Business

Elliot Turner on Dropbox $DBX

Published: Aug. 4, 2020, 2 p.m.
Duration: 57 minutes 22 seconds

Listed in: Business

Jeremy Raper on StoneX $SNEX

Published: Aug. 3, 2020, 2 p.m.
Duration: 1 hour 8 minutes 42 seconds

Listed in: Business

Announcing Yet Another Value Podcast

Published: July 29, 2020, noon
Duration: 14 seconds

Listed in: Business