Yet Another Value Podcast
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimerPodcasts
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, noonDuration: 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, noonDuration: 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, noonDuration: 1 hour 14 minutes 14 seconds
Listed in: Business
Zack Buckley on Xponential Fitness $XPOF
Published: Oct. 6, 2022, noonDuration: 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, noonDuration: 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, noonDuration: 54 minutes 52 seconds
Listed in: Business
Andrew Carreon from Emeth Value on Diversified Energy $DEC
Published: Aug. 22, 2022, noonDuration: 1 hour 27 minutes 44 seconds
Listed in: Business
Chris DeMuth's State of the Markets August 2022
Published: Aug. 17, 2022, noonDuration: 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, noonDuration: 1 hour 5 minutes 45 seconds
Listed in: Business
Jeremy Raper on the event driven market July 2022
Published: July 11, 2022, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 46 minutes 26 seconds
Listed in: Business
Kyler Hasson helps me bag hold $ATUS
Published: Sept. 8, 2021, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 54 minutes 36 seconds
Listed in: Business
Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
Published: June 10, 2021, noonDuration: 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, noonDuration: 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, noonDuration: 58 minutes 20 seconds
Listed in: Business
Neil Cataldi from Blueprint on Sanara Medtech $SMTI
Published: May 3, 2021, noonDuration: 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, noonDuration: 1 hour 7 minutes 38 seconds
Listed in: Business
Cove Street Capital on Viemed (VMD)
Published: April 19, 2021, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 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, noonDuration: 14 seconds
Listed in: Business