Yet Another Value Podcast

Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL 01:04:41
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL Yet Another Value Podcast 1,194 2 дня назад
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB 48:43
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB Yet Another Value Podcast 645 54 года назад
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst 01:09:22
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst Yet Another Value Podcast 977 3 месяца назад
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market 01:01:45
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market Yet Another Value Podcast 1,010 2 месяца назад
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail 50:49
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail Yet Another Value Podcast 680 1 месяц назад
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 01:07:39
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination Yet Another Value Podcast 1,069 6 месяцев назад
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives 25:28
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives Yet Another Value Podcast 523 8 дней назад
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L 01:30:29
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L Yet Another Value Podcast 5,169 11 месяцев назад
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger 01:09:03
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger Yet Another Value Podcast 3,328 3 месяца назад
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 48:56
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK Yet Another Value Podcast 1,014 5 месяцев назад
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:58
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA Yet Another Value Podcast 1,653 5 месяцев назад
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY 01:19:48
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY Yet Another Value Podcast 1,092 3 месяца назад
Asheville Capital Management's Jake Barfield on InPost's scaling moat 01:12:40
Asheville Capital Management's Jake Barfield on InPost's scaling moat Yet Another Value Podcast 609 54 года назад
Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities 25:43
Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities Yet Another Value Podcast 598 2 месяца назад
Philosophy Capital's Jacob Rubin thesis on Caesars $CZR and Gannett $GCI 01:11:46
Philosophy Capital's Jacob Rubin thesis on Caesars $CZR and Gannett $GCI Yet Another Value Podcast 2,241 6 месяцев назад
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI 01:00:49
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI Yet Another Value Podcast 788 3 месяца назад
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 01:03:16
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L Yet Another Value Podcast 1,787 6 месяцев назад
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL 01:04:16
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL Yet Another Value Podcast 560 1 месяц назад
Andrew Walker - Yet Another Value Discussion! 01:30:48
Andrew Walker - Yet Another Value Discussion! The Business Brew 1,334 1 год назад
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch 01:08:57
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch Yet Another Value Podcast 1,059 4 месяца назад

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