Stanford Wyatt from August Partners and Rational Research discusses his background in investing and his investment thesis on Nordstrom and The Tile Shop. Rational Reserach: https://rationalresearch.substack.com/
Abdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive that left him bullish on Etsy. You can find Abdullah on twitter here: https://twitter.com/borrowed_ideas
Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular, we discuss Dan's due diligence that suggests an FDA inspection is on going. PS- CVR's are risky and nothing on here is investing advice. You can find our first threesome here: https://twitter.com/AndrewRangeley/status/1305835912975261697?s=20 My updated take on the CVR here: https://yetanothervalueblog.com/2020/10/bmy-cvr-a...
Edwin Dorsey, the founder of the Bear Cave, comes on to talk about short selling, his new newsletter, and his recent report highlighting the red flags at Celsius. Fun fact: Edwin estimates he represents ~1% of the FOIA requests in the U.S. Edwin's twitter: https://twitter.com/StockJabber Bear Cave newsletter: https://thebearcave.substack.com/
Shomick Ghosh (aka Minion Capital), a Principal at Boldstart, talks about his experience as a Venture Capitalist and how he balances investing in both public and private companies. Then we dive deep into the investment case for Shopify (SHOP). Minion Capital twitter: https://twitter.com/MinionCapital Shomick's twitter: https://twitter.com/shomikghosh21 Boldstart: https://www.boldstart.vc/
Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel investing, and his current investment into Opendoor (IPOB).
Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergoing some financial engineering which has some people recalling the classic John Malone special situations discussed in You Can Be a Stock Market Genius (https://amzn.to/32ApFqv). Bill talks about why the market might be overlooking QRTEA and why he's excited by the financial engineering. You can find Bill on twitter @BillBrewsterSCG (https://twitte...
Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extremely risky and there is a real chance of this proving worthless, Matt and Dan walk through what a CVR is, why a CVR might be overlooked, and why they think the odds of approval for the drugs underlying BMY's CVR are much higher than the market suggests. Again, CVRs are risky, and nothing in this podcast is in...
Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep into his current investment into Cardlytics (CDLX).
Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID, and financial sectors FANG equivalents.
Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his current investment into P10 $PIOE.
Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question "Which of Amazon / Apple / Microsoft / Google / Netflix / Facebook" is most likely to see serious declines over the next ten years?
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed , talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber. We also dive into two of his twitter threads: one on how interviewing the management at Expedia changed how he looked at companies, and one on how a due diligence trip to a Netflix Distribution Center opened his eyes to Netflix's moat....
David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).
An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.
An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we dive deep into his thesis on Dropbox (DBX).
Our inaugural episode is an interview with Jeremy Raper of Raper Capital ( https://rapercapital.com/ ). We start by discussing Jeremy's credit background and how he's looking at the markets today; then, we dive deep into one of his favorite investing ideas: StoneX (SNEX)
A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.
