Just a note that I’m moving the podcast to a dedicated section of Yet Another Value Blog. You can find the dedicated podcast feed here. If you already…
Jeremy Raper return to the podcast to talk about his latest campaign at FAR. FAR is an extremely small company on an international exchange, so…
Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing…
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Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID…
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the…
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Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives into…
Keith Smith goes through his TIGO investment thesis. TIGO is very cheap, and a recent acquisition the CEO described as “a no brainer” will result in a…
Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a >10x in <10 years. Key topics include a detailed walk through…
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Chris DeMuth discusses RenRen (RENN) and why it’s his best idea for 2022. You can find a lot of background on RENN in my original RENN podcast with Ian…
Jacob Rubin returns to the podcast for a two part episode. In part two (this episode), Jacob talks about GLNG. You can see part one on FTAI here, see my…
Jacob Rubin returns to the podcast for a two part episode. In part one (this episode), Jacob talks about FTAI and some follow up on his first appearance…
Kuppy comes on the pod to discuss his recent filing on LEE. You can find my notes on LEE here, Kuppy’s LEE thesis here, and of course check out KEDM…
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