All Episodes
Yet Another Value Podcast — 427 episodes
Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
Zack Buckley on $PRTH's take private
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
Late August 2026 Random Ramblings
How to win a stock pitch competition | lessons from an Ira Sohn winner
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
August 2026 Random Ramblings
Management interviews: the most underdeveloped skill in investing | Ross O'Toole
July 2026 Random Ramblings
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
June 2026 Random Ramblings
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
Alex Roepers on two deep-value special situations: $DCH and $NOMD
Adam May on $ABVX's blowout data and subsequent stock crash
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
May 2026 Random Ramblings
Pershing Square Challenge 2026 third place: Celsius $CELH
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Pershing Square Challenge 2026 winners on DoorDash $DASH
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
April 2026 Random Ramblings
Guinea Value's Jinshu Zhang on Fiserv $FISV
Avory's Sean Emory on Clear Security $YOU
Theravance's strategic review with Andy Summers $TBPH
Night Watch's Roderick van Zuylen on Marex $MRX
March 2026 Random Ramblings
Adam May on investing in biotech $NKTR $ABVX
Chris Paryse on Ferrellgas's big conversion $FGPR
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
A tour through the media landscape with TSOH's Alex Morris
Carriage House's Will Cleary on $FTAI
Roy Swisa on $DJCO
Investing in Biotech with Verdad Capital
Flying through the Volaris thesis with Antipodes' Phillip Namara
February 2026 Random Ramblings
How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
Rules based investing with Methodical Investment's David Kaiser
Bill Chen's follow up on REITs and $ALX
Bill Chen on the current set up for REITs
January 2026 Random Ramblings
Avation Post-Mortem with Jeremy Raper $AVAP
General Market Thoughts and the Case for Change at HUMM with Jeremy Raper
Adam Buckstein's Stride Thesis $LRN
The (Working) Theory of Weird Markets
Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Randy Baron's "Spicy" Victoria PLC Pitch
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
December 2025 Random Ramblings
UK Homebuilders with Christian Olesen from Olesen Value Fund
$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Investing in growth tech with Lead Edge Capital's Evan Skorpen
The Fairfax Way with David Thomas $FFH.TO
November 2025 Random Ramblings
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
October 2025 Random Ramblings
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
John Malone's Memoirs: Born to be Wired book club
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
September 2025 Random Ramblings
Shomik Ghosh's $CWAN bull thesis
Artem Fokin on Improving with AI and Expert Calls
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
Railroader (August 2025 fintwit book club)
How to get a job in investing
Guinea Value's Jingshu Zhang on $EDU
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
August 2025 Random Ramblings
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
Old West's Brian Laks dives into metals, mining, and uranium
Hidden Gems' Chris Waller Judges Scientific Thesis
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
Kingdom Capital's David Bastian on United Natural Foods $UNFI
Random Ramblings July 2025
Midyear 2025 podcast ideas updates
How Countries Go Broke (June 2025 Fintwit Book Club)
Yummy Century Egg's Guowei Zhang on Echostar $SATS
Rhizome Partner's Bill Chen's post-NAREIT takeaways
Findell Capital's Brian Finn on Oportun $OPRT
Recurve Capital's Aaron Chan on Cogent $CCOI
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
The Snowball (May 2025 Fintwit Book Club)
Muddy Waters' Darren McLean on investing in the mining sector
Fintool's Nicolas Bustamante on using AI to improve in investing
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
Pershing Square Challenge 2025 winners on Carlisle $CSL
Random Ramblings May 2025
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
Clashing Over Commerce (Fintwit Book Club April 2025)
AI in Investing with Daloopa's founder Thomas Li
Random Ramblings April 2025
Avoiding the Zombie Biopharm trap at Keros $KROS
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Yet Another Value's special situation: Sage Therapeutics $SAGE
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Asheville Capital Management's Jake Barfield on InPost's scaling moat
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
Chris DeMuth's State of the Markets August 2024
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
Chris DeMuth's State of the Markets July 2024
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Chris DeMuth's State of the Markets June 2024
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Chris DeMuth's State of the Markets May 2024
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Asif Suria on the Six Special Situation Strategies to Outperform the Market
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Chris DeMuth's State of the Markets April 2024
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT
Matt Turk on why corporate history matters with Target Hospitality $TH
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Chris DeMuth's State of the Markets March 2024
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Matt Warder shares state of the coal markets + $AMR $HCC
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Chris DeMuth's State of the Markets February 2024
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Chris DeMuth's State of the Markets January 2024
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
Chris DeMuth's State of the Markets December 2023
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corporate overhaul
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertainment $SPHR
Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons transaction
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Chris DeMuth's State of the Markets November 2023
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial
Chris DeMuth's State of the Markets October 2023
Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies
Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
Chris DeMuth's State of the Markets September 2023
Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger DOJ case
Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon metal producer $GSM
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst
Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC
Chris DeMuth's State of the Markets August 2023
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
Chris DeMuth's State of the Markets July 2023
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
Colarion Partners' Sam Haskell on the financial sector and banks
Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO
Chris DeMuth's State of the Markets June 2023
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
Brian McGough from Hedgeye on the (dismal) State of Retail
Chris DeMuth's State of the Markets May 2023
The Chancery Daily and the Case of the Apes and $AMC
BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
Chris DeMuth's State of the Markets for April 2023
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
Chris DeMuth's State of the Markets for March 2023
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
John Maxfield on Investing in Banks in a Post-SIVB World
An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge $DBRG
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Chris DeMuth's State of the Markets February 2023
Yaron Naymark on IWG's value case
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Chris DeMuth's State of the Markets January 2023
Artem Fokin from Caro-Kann on Kaspi $KSPI
Jeremy Raper on his Serica engagement campaign (SQZ)
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Tidewater's management on the offshore inflection $TDW
Chris DeMuth's State of the Markets December 2022
Lionel Hutz on Liquidia's patent battle $LQDA
Mordechai Yavneh on Silicon Motion $SIMO
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
AJ Secrist from Firstlight Management on Lamb Weston $LW
Half Moon Capital on Oxford Industries $OXM
Chris DeMuth's State of the Markets November 2022
Michael Fritzell from Asian Century Stocks on Casio Computer
The Koala ventures through the commodity space and Ivanhoe Electric (IE)
Samir Patel from Askeladden Capital on MIX Telematics $MIXT
Bill Chen on HHC's value and Ackman's pending tender
Chris Lee discusses his winning stock pitch on $DLA
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Luis Sanchez lays out the $IBKR thesis
Lionel Hutz explains why Elon will own Twitter $TWTR
Doug from Fabricated Knowledge on $SITM
Zack Buckley on Xponential Fitness $XPOF
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Chris DeMuth's State of the Markets September 2022
The CoVest Select team on launching CoVest and their $OEC thesis
Dave Waters of Alluvial Capital on $PX
James Elbaor is investing in Bill Ackman at a Discount $PSH
Jon Boyar on the Dolan Discounts at $MSGS and $MSGE
Andrew Carreon from Emeth Value on Diversified Energy $DEC
Chris DeMuth's State of the Markets August 2022
Professor Ann Lipton and Compound248 on $TWTR vs. Musk
David from Kingdom Capital on UNTC
Chris DeMuth's state of the markets July 2022
PJ Kurzweil on Spectrum Brands SPB
Jeremy Raper on the event driven market July 2022
Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
Chris DeMuth's State of the Markets June 2022 (podcast #114)
Brian Laks from Old West on Tin's Alpha Potential
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
PJ Kurzweil sees smooth sailing ahead for BC
Michael Fritzell from Asian Century Stocks on T. Hasegawa
Evan Tindell thinks Elon Musk will close the Twitter acquisition
Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Luis Sanchez drives home the Endor thesis (Podcast #107)
Chris DeMuth's state of the markets May 2022
Bill Chen on Clipper Realty and the NYC apartment boom
Bonus episode: Randy Baron updates $AMRS and $RNLX
Randy Baron's bull case on $GDS
Andrew Wagner on Copart (CPRT)
Bob Robotti on WLK and the revenge of the old economy
Conor Maguire sees value in Wickes
Swen Lorenz from Undervalued-Shares on $IWG
Tim Weber updates $AMPY and talks the double dogs
Chris Colvin thinks Veritas is stealing $HMHC
Louis Camhi on the opportunities in the SPAC market
Jeremy Raper is going FAR
Bill Chen breaks down $FRPH's SOTP
Jon Boyar thinks SMG's stock is set to grow
Rich Howe thinks NXDT could be the next NXRT
Josh Young journeys through the energy sector
Keith Smith thinks TIGO is a cheap special situation
Vadim Perelman's Basic-Fit thesis $BFIT
Chris DeMuth's best idea for 2022 is $RENN
Jacob Rubin sees value in $GLNG
Jacob Rubin is flying with $FTAI
Kuppy is active on $LEE
Chris McIntyre thinks $MSGE is a cheap stock
Sleepwell and Enlightened are allied in the $ALLY bull case
Andrew Freedman walks through the TMT space
Ari Lazar sees value in $KW
Richard Sosa sees value in DFIN's niche
Evan Tindell sees value in $TME
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Aaron Edelheit is high on Cannabis stocks
Jeremy Raper discusses POSaBIT $POSAF
Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal
Nitin Sacheti breaks down $VATE's SOTP
Felix Narhi discusses Stitch Fix $SFIX
Randy Baron discusses Renalytix $RNLX
Tim Weber is bullish $AMPY despite the oil spill
Leo Kang from Plum Capital on $ATTO
Ben Claremon on $LUMN
The Bear Cave is Watching $YOU
Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
Kyler Hasson helps me bag hold $ATUS
Brian Laks covers the #uranium and Nexgen bull cases $NXE
Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF
A $GOED investment thesis that WARRANTs a look with Thomas Braziel
Louis Camhi presents an ORIGINal investment thesis $ORGN
Mike Mitchell on his big bet on lumber and GreenFirst $ICLTF
Sean Iddings on the bull case for $EXPI
Chris Krug from Chatham Harbor Capital on Performant $PFMT
Artem Fokin from Caro-Kann on Burford's bull case
Adam Lindsay takes a TRIP through the LTRPA bull thesis
Kyle Cerminara on deSPACing OppFi with $FGNA
Uncovering CATO's value with Mike Melby
Brian Mosoff from Ether Capital on the bull case for Ether
Randy Baron from Pinnacle Associates discusses Amyris's lead in synthetic biology
James Elbaor is investing in Dan Loeb at a Discount $TPOU
Andrew Carreon from Emeth Value on Blackstone Minerals $BSM
Discussing the Cannabis opportunity and Glass House Group with Aaron Edelheit
Bitcoin futures arb and trading the crypto market with David Fauchier
Chris McIntyre thinks Garrett Motion could hit turbo mode Post-Reorg $GTX
A roundtable on Angi $ANGI
Javier from Blind Squirrel discusses Netflix $NFLX
Neil Cataldi from Blueprint on Sanara Medtech $SMTI
Alex Morris from TSOH on Spotify $SPOT
Jeremy Raper goes activist on Hunter Douglas $HDG
Ian Bezek on RenRen $RENN
Francisco Olivera from Arevilo Capital on Roblox $RBLX
Cove Street Capital on Viemed (VMD)
Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
Yaron Naymark from 1 Main Capital on RCI Hospitality $RICK
Jon Boyar from the Boyar Value Group on the awful $MSGN / $MSGE deal
Edwin Dorsey from Bear Cave on Otonomo $SAII
Jeff Moore discusses Thryv $THRY
Cove Street Capital on Viasat $VSAT
Mostly Borrowed Ideas on Autodesk ( $ADSK)
Will Barnes from In Practise on Naked Wines
Jacob Rubin from Philosophy Capital on $ESGC
Joe Boskovich on WildBrain $WLDBF
Shehryar Khursheed from Return on Capital on $RH's bull case
Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze
Mario Cibelli on the $WWE bull case
Elliot Turner on Twitter $TWTR
Jeremy Raper on Haier Smart Home
Steve Clapham, author of The Smart Money Method
Jeremy Raper on Bragg Gaming (BRAG.V)
Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
Chris Colvin from Breach Inlet Capital on Apollo's attempt to steal Great Canadian Gaming
Boyar Value Group on the value in MSGS, IAC, and ANGI
Mike Melby from Gate City Capital on Amrep $AXR
Why Ryan O'Connor is bullish Nintendo $NTDOY
Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH)
Mostly Borrowed Ideas on Etsy
A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again)
Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH
Minion Capital (aka Shomik Ghosh) on Shopify and VC investing
Packy McCormick from Not Boring on Opendoor $IPOB
Shopping for value: Bill Brewster on $QRTEA
A threesome on drugs: talking $BMYRT with Matt and Dan
Clifford Sosin on Cardlytics $CDLX
Marc Rubinstein from Net Interest on the Financial Sector
Dave Waters of Alluvial Capital / OTCAdventures on $PIOE
Byrne Hobart from The Diff on The Death of FANG+
Mario Cibelli from Marathon Partners on $UBER
David Kim from Scuttleblurb on Carvana $CVNA
Mike from Non-Gaap on the Corporate Dark Arts
Elliot Turner on Dropbox $DBX
Jeremy Raper on StoneX $SNEX
Announcing Yet Another Value Podcast