Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
Mordechai Yavneh, Founder and Portfolio Manager at Focus Capital, returns to the podcast to discuss how the Silicon Moti... Read more
14 Aug 2023
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1hr 10mins
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
Ross Levin, Director of Research at Arbiter Partners, joins the pod to discuss his thesis on Credit Agricole S.A. CCIs (... Read more
11 Aug 2023
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49mins
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on ... Read more
7 Aug 2023
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52mins
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provi... Read more
2 Aug 2023
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54mins
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Chris DeMuth's State of the Markets July 2023
Chris DeMuth's State of the Markets July 2023
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2023 edition, Chris provides ... Read more
1 Aug 2023
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38mins
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
Our podcast sponsor, Stream by Alphasense, connected us with Daniel Payne, Senior Fellow at the International Congress o... Read more
25 Jul 2023
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57mins
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
Evan Tindell, CIO of Bireme Capital, joins Yet Another Value Podcast today to share his thesis on Airtel Africa Plc (LSE... Read more
21 Jul 2023
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1hr 2mins
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
Cove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, ... Read more
19 Jul 2023
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58mins
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
Hawkins Entrekin, Founder and Managing Principal of Warden Capital, joins Yet Another Value Podcast today to discuss his... Read more
13 Jul 2023
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1hr 9mins
Colarion Partners' Sam Haskell on the financial sector and banks
Colarion Partners' Sam Haskell on the financial sector and banks
Sam Haskell, CIO of Colarion Partners and Editor of the 5 Points newsletter on Substack, is today's guest on the Yet Ano... Read more
10 Jul 2023
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1hr 1min
