Yet Another Value Podcast

Anek Capital's Orel Levy's Cellebrite Thesis $CLBT

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Kingdom Capital's David Bastian on United Natural Foods $UNFI

Random Ramblings July 2025

Midyear 2025 podcast ideas updates

How Countries Go Broke (June 2025 Fintwit Book Club)

Yummy Century Egg's Guowei Zhang on Echostar $SATS

Rhizome Partner's Bill Chen's post-NAREIT takeaways

Findell Capital's Brian Finn on Oportun $OPRT

Recurve Capital's Aaron Chan on Cogent $CCOI

Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

The Snowball (May 2025 Fintwit Book Club)

Muddy Waters' Darren McLean on investing in the mining sector

Fintool's Nicolas Bustamante on using AI to improve in investing

Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital

Pershing Square Challenge 2025 winners on Carlisle $CSL

Random Ramblings May 2025

Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA

Clashing Over Commerce (Fintwit Book Club April 2025)

AI in Investing with Daloopa's founder Thomas Li

Random Ramblings April 2025

Avoiding the Zombie Biopharm trap at Keros $KROS

Windward's Marc Chalfin Turtle Beach Thesis $TBCH

David Capital's Adam Patinkin Updates the Vistry Thesis $VTY

Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company

Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter

Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)

Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

Yet Another Value's special situation: Sage Therapeutics $SAGE

Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy

Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model

1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"

More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)

Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL

Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Asheville Capital Management's Jake Barfield on InPost's scaling moat