Yet Another Value Podcast

327 Folgen

1. Rhizome Partner's Bill Chen's post-NAREIT takeaways

   Vom: 19.6.2025
2. Findell Capital's Brian Finn on Oportun $OPRT

   Vom: 16.6.2025
3. Recurve Capital's Aaron Chan on Cogent $CCOI

   Vom: 11.6.2025
4. Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

   Vom: 6.6.2025
5. The Snowball (May 2025 Fintwit Book Club)

   Vom: 4.6.2025
6. Muddy Waters' Darren McLean on investing in the mining sector

   Vom: 3.6.2025
7. Fintool's Nicolas Bustamante on using AI to improve in investing

   Vom: 29.5.2025
8. Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

   Vom: 26.5.2025
9. Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital

   Vom: 21.5.2025
10. Pershing Square Challenge 2025 winners on Carlisle $CSL

    Vom: 19.5.2025
11. Random Ramblings May 2025

    Vom: 14.5.2025
12. Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA

    Vom: 8.5.2025
13. Clashing Over Commerce (Fintwit Book Club April 2025)

    Vom: 2.5.2025
14. AI in Investing with Daloopa's founder Thomas Li

    Vom: 30.4.2025
15. Random Ramblings April 2025

    Vom: 15.4.2025
16. Avoiding the Zombie Biopharm trap at Keros $KROS

    Vom: 9.4.2025
17. Windward's Marc Chalfin Turtle Beach Thesis $TBCH

    Vom: 8.4.2025
18. David Capital's Adam Patinkin Updates the Vistry Thesis $VTY

    Vom: 5.4.2025
19. Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

    Vom: 2.4.2025
20. March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

    Vom: 1.4.2025