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We're moving to Yet Another Value Blog!
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…
Mar 2, 2022
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Andrew Walker
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We're moving to Yet Another Value Blog!
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February 2022
Jeremy Raper is going FAR (Podcast #96)
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…
Feb 28, 2022
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Andrew Walker
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Jeremy Raper is going FAR (Podcast #96)
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Bill Chen breaks down $FRPH's SOTP (podcast #95)
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…
Feb 22, 2022
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Andrew Walker
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Bill Chen breaks down $FRPH's SOTP (podcast #95)
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Jon Boyar thinks SMG's stock is set to grow (podcast #94)
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…
Feb 7, 2022
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Andrew Walker
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Jon Boyar thinks SMG's stock is set to grow (podcast #94)
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Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)
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…
Feb 3, 2022
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Andrew Walker
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Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)
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January 2022
Josh Young journeys through the energy space (Podcast 92)
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…
Jan 27, 2022
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Andrew Walker
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Josh Young journeys through the energy space (Podcast 92)
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Podcast #91: Keith Smith thinks $TIGO is a cheap special situation
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…
Jan 24, 2022
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Andrew Walker
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Podcast #91: Keith Smith thinks $TIGO is a cheap special situation
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Podcast #90: Vadim Perelman's Basic-Fit thesis $BFIT
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…
Jan 13, 2022
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Andrew Walker
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Podcast #90: Vadim Perelman's Basic-Fit thesis $BFIT
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Podcast #89: $RENN is Chris DeMuth's best idea for 2022
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…
Jan 10, 2022
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Andrew Walker
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Podcast #89: $RENN is Chris DeMuth's best idea for 2022
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December 2021
Podcast #88: Jacob Rubin is bullish on $GLNG
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…
Dec 21, 2021
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Andrew Walker
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Podcast #88: Jacob Rubin is bullish on $GLNG
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Podcast #87: Jacob Rubin is flying with $FTAI
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…
Dec 17, 2021
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Andrew Walker
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Podcast #87: Jacob Rubin is flying with $FTAI
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Podcast #86: Kuppy is active on $LEE
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…
Dec 16, 2021
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Andrew Walker
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Podcast #86: Kuppy is active on $LEE
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