Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. Kerrisdale Capital's $ACMR write-up: https://www.kerrisdalecap.com/investments/ac...
Feb 26, 2025•55 min
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive. For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/ Disclosure: long SAGE Chapters: [0:00] Episode sponsor: Alphasense [3:21] Introductio...
Feb 20, 2025•37 min
Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing, flexible subscription services, fleet management and multi-mobility solutions to large international corporates, SMEs, professionals and private individuals. For more information about Redwheel, please visit: https://www.redwheel.com/uk/en/institutional/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:39] What is Ayvens and why are the...
Feb 19, 2025•53 min
Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their thesis on Groupon (NASDAQ: GRPN). For more information about Windward Management LP, please visit: https://www.windwardmg.com/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:16] What is Groupon $GRPN and why is it so interesting right now to Marc and Jay [3:24] $GRPN overhaul, why now is interesting and Windward's thesis [11:49] $G...
Feb 13, 2025•46 min
Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data centers. For more information about SemiAnalysis, please visit: https://semianalysis.com/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:22] Supply and demand dynamics of AI; perspective on data centers [9:03] Thoughts on DeepSeek; Jeremie's worry on the whole AI trade in general; AI training [13:58] Is there a rush to generate more data...
Feb 11, 2025•1 hr 3 min
Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF), a specialist chartered accounting network established in 2006 to provide a better service to private clients, private businesses & their owners, and families. For more information about Shomik Ghosh and Boldstart Ventures, please visit: https://boldstart.vc/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [2:20] Who is Kelly Partners a...
Feb 07, 2025•1 hr 7 min
Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co. (NYSE: CVNA), the leading e-commerce platform for buying and selling used cars. For more information about Aaron Chan and Recurve Capital, please visit: https://recurvecap.com/ Carvana - Recurve’s Response to Hindenburg’s Short Attack (article): https://recurvecap.com/insights/carvana-recurves-response-to-hindenburgs-short-attack Chapters: [0:00] Introduction + Episode sponsor:...
Feb 04, 2025•1 hr 13 min
Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the general investor skepticism associated with the company. For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/watch?v=QmVjVOoG6Sc Yaron's last YAVP appearance talking $IWG.L (June 2...
Feb 02, 2025•1 hr 4 min
Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide. For more information about Rory Wallace and Outbridge Capital, please visit: https://www.outerbridgecapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:06] What is Allot $ALLT and why is it so interesting to Rory ...
Jan 22, 2025•53 min
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted." You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [3:03] Why Alex decided to write "Buffett and Munger Unscripted" [7:53] When did the repetition build up (speaking to organization of the book) [10:23] I...
Jan 21, 2025•1 hr 12 min
In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers Game See Byrne's writing at: https://www.thediff.co/ More Than a Numbers Game on amazon: https://amzn.to/4ajREfe See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
Jan 15, 2025•1 hr 6 min
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full House Resorts $FLL, owns, leases, develops and operates gaming facilities throughout the country. For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/ Disclosure: long FLL Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:35] Introduction to the Idea of the Year of 2025...
Jan 02, 2025•1 hr 5 min
Welcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Yet Another Value Empire, reflecting on investing focus for 2025, Parallels between Athletics and Investing and Incentives. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Fintool [2:34] Yet Another Value empire and reflecting on investing focus for 2025 [11:32] Parallels between athleti...
Dec 27, 2024•25 min
Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Inside Arbitrage, joins the podcast for the second time to discuss his thesis on Pebblebrook Hotel Trust $PEB, as well as his thoughts on insider activity post-election. You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" here: https://www.amazon.com/Event-Driven-Edge-Inve...
Dec 20, 2024•49 min
Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, joins the podcast to share his thesis on InPost Group, Europe’s leading e-commerce logistics enabler. Jake Barfield's write-up on InPost: https://jakebarfield.substack.com/p/inpost-inpst-investment-thesis Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:23] What is InPost and why are they interesting to Jake [4:24] What Jake is seeing with InPost that the market is missing [5:46] Push back on Jake's thesis...
Dec 05, 2024•1 hr 13 min
Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his thesis on Lagardere SA (MMB.PA), an international group with operations in more than 40 countries worldwide. The Group focuses on three divisions: Lagardère Publishing (Books, E-Books, Partworks, Stationery, Board Games and Mobile Games), Lagardère Travel Retail (Travel Essentials, Duty Free & Fashion and Dining) and Lagardère News (Le Journal du D...
Nov 23, 2024•51 min
Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on the election, polymarket, what investors do to stay on top of their game, Investing blind spots: financial engineering and existential risks. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa [1:57] Quick thoughts on the election, market reactions [6:35] Polymarke...
Nov 20, 2024•26 min
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his third appearance to share his thesis on SECURE Energy Services Inc. (TSX: SES), a leading waste management and energy infrastructure company. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:48] What is Secure Energy Services $SES.TO and why is it interesting to Chadd [4:56] What is Chadd seeing with $SES.TO that the market is missing [6:4...
Nov 15, 2024•47 min
Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infection prevention solutions and services. For more information about KNA Capital Management, please visit: https://www.kna-capital.com/ To subscribe to Todd's newsletter, Flyover Stocks, on Substack, please visit: https://www.flyoverstocks.com/ You can Follow Todd Wenning on Twitter/X @ToddWenning: https:...
Nov 08, 2024•1 hr 4 min
Welcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors, geopolitical risks, oil & energy shortages and follow up to September 2024 ramblings on probabilities. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus [2:29] Being in the room with good investors [6:35] Geopolitical risks [11:16] Oil/energy...
Oct 25, 2024•26 min
Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN), an international retailer of world leading luxury watch brands with a growing complement of luxury jewelry brands. For more information about Plural Invest, please visit: https://www.pluralinvesting.com/ Plural Investing write up on $WOSG: https://www.pluralinvesting.com/research Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:26]...
Oct 17, 2024•1 hr 2 min
Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN), an automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil change, maintenance and car wash To see the f ull DRVN deck, see: https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Bran...
Oct 13, 2024•1 hr 1 min
Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's first appearance on YAVP: https://www.youtube.com/watch?v=DF0uGS4swLM Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:31] Where we are in the...
Sep 26, 2024•1 hr 9 min
Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa [1:36] What are the returns for folks focused on one company, one sector [7:25] Probabilities and terminal 0's [12:57] Returns on fame ...
Sep 24, 2024•22 min
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:20] Overview: his post-game report on $ACI / $KR case + Michael's comments on the judge [6:25] Now that the trial is over, how the case went overall in Michael's opinion [15:14] What were the reaction...
Sep 23, 2024•1 hr 5 min
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/ First appearance on $CROX: https://www.youtube.com/watch?v=hzYLXDJZIaE Podcast on $MGNI with Dan Day: https://www.youtube.com/watch?v=we2o8Jw7Hno Ryan O'Connor's piec...
Sep 22, 2024•1 hr 1 min
Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles. For more information about Conor Maguire and Value Situations Substack: https://valuesits.substack.com/ DWL write up on Value Situations Newsletter: https://valuesits.substack.com/p/dowlais-spinning-wheels Ch...
Sep 17, 2024•1 hr 9 min
Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What are Bolloré SE and Compagnie de l'Odet and why are they interesting to Ross [12:18] Asset value / share count [16:46] Why (in Ross' opinion) is this ...
Sep 16, 2024•57 min
Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Global, Inc. (NASDAQ: RELY), a trusted provider of digital financial services that transcend borders. Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:58] What is Remitly Global $RELY and why are they so interesting to Mario [3:22] What is Mario seeing in $RELY that the market is missing that makes this an alpha opportunity (in Mario's opinion...
Sep 10, 2024•1 hr 20 min
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR case thus far (high level halftime report) [5:35] Anything Michael seeing in the courtroom that you wouldn't be able to pick up unless you're the...
Sep 05, 2024•1 hr 3 min
