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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like (podcast #257)
Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
Jul 25
8
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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like (podcast #257)
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Two quick (premium) updates
Given the overwhelming levels of inbounds I’ve received in the past week (in one case) and hour (in another), I wanted to do two quick updates on two…
Jul 25
6
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Two quick (premium) updates
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Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA (podcast #256)
Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The…
Jul 22
9
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Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA (podcast #256)
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Weekend thoughts (bonus): stock prices driving company narrative
If you talked to someone who was decently plugged into the market and asked them about Nike, they’d probably tell you the company was struggling. Why…
Jul 22
29
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Weekend thoughts (bonus): stock prices driving company narrative
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Weekend thoughts: the stress of market melt ups
It has been a wild few weeks in financial markets. Over the past two weeks, small caps (which I’ll broadly define as the Russell 2000) have been…
Jul 20
51
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Weekend thoughts: the stress of market melt ups
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Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK (podcast #255)
John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR…
Jul 15
10
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Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK (podcast #255)
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Trite Munger quotes that hit me, H1'24 edition: great company mismanagement and big tech
I’ve got a few annual and semi-annual loose traditions on the blog.
Jul 13
36
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Trite Munger quotes that hit me, H1'24 edition: great company mismanagement and big tech
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Some quick (premium) updates
Given some moves and news in a few of the premium names, I wanted to provide a quick update on a few different names. Nothing major, but for some reason…
Jul 12
7
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Some quick (premium) updates
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16
Shopping for some forced selling $DBI
I mentioned this briefly in June’s state of the markets, but perhaps the most mysterious area of the market for me in the past few years has been index…
Jul 9
63
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Shopping for some forced selling $DBI
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A brewing bidding war? $RCM
Executive summary: As befits one of the strangest situations I’ve ever seen, this post runs long. Here’s your tl;dr: in a vacuum, RCM’s current take…
Jul 8
39
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A brewing bidding war? $RCM
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Premium Preview: Shopping for some forced selling
The below is a not a full premium rec…. but I wanted to give premium subs an early look at a pretty interesting trade that I’ve been looking at …
Jul 6
6
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Premium Preview: Shopping for some forced selling
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Chris DeMuth's State of the Markets June 2024 (podcast #254)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and…
Jul 3
11
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Chris DeMuth's State of the Markets June 2024 (podcast #254)
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