Yet Another Value Blog

Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About

Page not found

New
Top
Discussion
Weekend thoughts: Apes and broken Markets
Last month, AMC finally completed their “APE conversion.” They converted the APEs into AMC stock, did a reverse split, and set themselves up to raise a…
5
Two quick (premium) updates
Hi subs, I generally try to wrap all the premium updates into one monthly email to not flood your inbox, but there has been enough news and inbound…
3
Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his…
1
Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
This is part 3 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed them, you can…
Quick notes on an interesting spin $SN (part 2: overview and bull thesis)
This is part 2 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed part 1 yesterday…
6
Quick notes on an interesting spin $SN (part 1: set up)
Last month, SharkNinja (SN) quietly spun out of JS Global Lifestyle. I say quietly because I subscribe to a bunch of different spin-off services, and I…
3
Weekend (bonus) thoughts: risk riding and the local affiliates $NXST
In June, I put up “Why does Big Tech Seem to get so cheap all of the sudden.” I got lots of really interesting responses and answers to the question…
6
Weekend thoughts: GLP-1 drugs and restaurant stocks
This month, I saw two friends I hadn’t seen in a few months, and they both look great. They’ve lost tons of weight (>20 pounds); honestly, they look…
12
Chris DeMuth's State of the Markets August 2023 (podcast #191)
Chris DeMuth is back for his monthly state of the markets. For this August 2023 edition, Chris provides his take on the FTC in general, Horizon/Amgen…
August 2023
Some things and ideas: August 2023
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
5
AJ Secrist updates the $LW thesis (Podcast #190)
AJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW), a key supplier of…
Weekend thoughts: $XPOF's insider buy Rorschach test
One of the podcasts I got the most feedback / inbounds on was Zack Buckley’s follow up appearance on XPOF in the wake of Fuzzy Panda’s short report…
1
An electrifying bonus idea (premium)
This is not a normal idea; I’m not sure how I feel about it still. However, I’ve been doing a ton of work on it, and I have a very sophisticated…
5
Choice Equities' Mitchell Scott making the case that $CROX is not a fad (podcast #189)
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast to make the case that Crocs, Inc. (NASDAQ: CROX…
August 2023 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, please remember you can always reach out to me if…
6
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector (podcast #188)
Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023. This podcast is…
2
Weekend thoughts: the Sky is Green and the Tennis Channel is Worth 12x $SBGI
A lot of conversations in investing are asymmetric. My podcast is a great example (and also a great podcast; you should subscribe!); to have an informed…
5
Banking on another bank (premium)
A few months ago, I was doing nothing but researching banks. That ultimately lead to my investment in FHN on the heels of their merger with TD falling…
4
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart (podcast #187)
Mordechai Yavneh, Founder and Portfolio Manager at Focus Capital, returns to the podcast to discuss how the Silicon Motion Technology Corporation…
1
Weekend thoughts: Underwriting Overconfidence and "None of the experts own it"
There’s a famous anecdote (I think it’s from One Up on Wall Street, but I could be mistaken) about an analyst who knows everything there is to know…
4
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group (podcast #186)
Ross Levin, Director of Research at Arbiter Partners, joins the pod to discuss his thesis on Credit Agricole S.A. CCIs (Cooperative Investment…
2
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP (podcast #185)
The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ…
1
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report (podcast #184)
Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provide an update on his Xponential…
© 2023 Andrew Walker
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing