הפודקאסטים הטובים ביותר ב-Yet Another (2024)

1
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL 1:04:15

5d ago1:04:15

1:04:15

Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infection prevention solutions and services. For more information about KNA Capital Management, please visit: https://www.kna-capital.com/ To subscribe to Todd…

1
Что там у Anthropic и OpenAI? Про нейросети, YandexGPT и Поиск с Нейро (yet another podcast #40) 1:09:04

7d ago1:09:04

1:09:04

yet another podcast — два года. Ко дню рождения мы подготовили двойной выпуск. Во-первых, про Яндекс Поиск и его обновления. В результатах Поиска появился Нейро. Этот сервис изучает все доступные знания интернета и объединяет информацию из нескольких источников в один ответ. Во-вторых, про YandexGPT 4. Новая генеративная текстовая модель понимает б…

1
Episode 21 - Australia's first GT preview 1:46:49

8d ago1:46:49

1:46:49

In this shorter than normal episode we take a quick look at the lists submitted for Australia's first Shatterpoint Grand Tournament, Rise from the Ashes. Shout out to Andy's Game Accessories who has made an incredible Red Mando GT box. https://www.etsy.com/shop/AndysGameAccessories

1
Микрожанры, «Нитро» и lossless: что нового в Яндекс Музыке (yet another podcast #39) 1:25:20

8d ago1:25:20

1:25:20

В Яндекс Музыке несколько важных обновлений. Слушателям стали доступны треки в lossless-качестве, поиск по сотням новых микрожанров и рекомендации концертов. А для артистов сервис запустил «Нитро» — это технология, которая поможет начинающим музыкантам попасть в рекомендации «Моей волны». 👀 Изучите карту жанров в Яндекс Музыке: https://music.yandex…

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Episode 20 - The Mental Game w/ Zions Finest 2:37:39

17d ago2:37:39

2:37:39

We are joined by the fellas from Zions Finest to discuss aspects of the mental game. We offer insights, expose vulnerabilities and get psychological in order to offer help to the Shatterpoint community overcome off field issues they may face. You can still expect the same chaos and irreverence as always. You can listen to Zions Finest here https://…

1
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities 25:42

20d ago25:42

25:42

Welcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors, geopolitical risks, oil & energy shortages and follow up to September 2024 ramblings on probabilities. Chapters: [0:00] Introducti…

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Episode 19 - 'This is the Way' lukewarm takes & MOAB review 2:57:48

25d ago2:57:48

2:57:48

Join us for another week of madness! We talk about the 'This is the Way' squad box about 7 weeks after everyone else, as well as breaking down Sydney's MOAB event. We also chat all the regular trash as usual. Special shout out this week to https://www.etsy.com/shop/FullTiltStudios and https://www.etsy.com/shop/AndysGameAccessories…

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Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market 1:01:44

28d ago1:01:44

1:01:44

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN), an international retailer of world leading luxury watch brands with a growing complement of luxury jewelry brands. For more information about Plural Invest, please visit: https://www.pluralinv…

1
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis 1:00:47

1M ago1:00:47

1:00:47

Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN), an automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil c…

1
Episode 18 - The Content Meta 2:16:39

1M ago2:16:39

2:16:39

Welcome back Mando 2! With both Red Mandos reunited we tackle the topic of content creators and their products. We assess the current Meta and take swipes at ourselves along the way.

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Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger 1:09:02

2M ago1:09:02

1:09:02

Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's f…

1
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame 21:45

2M ago21:45

21:45

Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sp…

1
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case 1:04:49

2M ago1:04:49

1:04:49

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:20] Overview: his post-game report on $ACI / $KR case …

1
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI 1:00:48

2M ago1:00:48

1:00:48

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/ First appearance…

1
Episode 17 - Tournament Organisation and MCP v Shatterpoint. 2:03:25

2M ago2:03:25

2:03:25

This week I am joined by legendary TO and dirty Blue Mando, Rusty. Together we discuss what goes into tournament organisation and how to make your events run smooth, big or small. We also dive into the differences between MCP and Shatterpoint.

1
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst 1:09:21

2M ago1:09:21

1:09:21

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles. For more information about Conor Maguire and Value Situati…

1
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré 57:19

2M ago57:19

57:19

Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: ⁠https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What …

1
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY 1:19:47

2M ago1:19:47

1:19:47

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Global, Inc. (NASDAQ: RELY), a trusted provider of digital financial services that transcend borders. Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:58] What is Remitly Global $RELY and why are…

1
Episode 16 - The Intergalactic Round Table 2:28:30

2M ago2:28:30

2:28:30

After losing an entire episode to the ether, Episode 16 is live. This weeks Red Mando 1 is joined by the Red Mando Round Table to discuss Shatterpoint beyond local and national metas. This episode goes from the sublime to the ridiculous as we discuss the philosophy of raising future generations of gamers to the ex big bad wolf, Vader 1.…

1
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case 1:03:05

2M ago1:03:05

1:03:05

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR…

1
Chris DeMuth's State of the Markets August 2024 48:45

3M ago48:45

48:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:26] Chris…

1
Кажется, дождь собирается! Подкаст о том, как Яндекс делает Погоду (yet another podcast #38) 1:30:17

3M ago1:30:17

1:30:17

Яндекс Погода запустила технологию OmniCast, которая использует данные с любительских метеостанций и датчиков. Это позволяет делать прогноз температуры в городе с точностью до квартала и «видеть» температурную разницу до 13 градусов в пределах одного города. Впервые в yet another podcast говорим о Яндекс Погоде. Разбираемся в технологиях и множеств…

1
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract 52:05

3M ago52:05

52:05

Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology company integrating robotic hardware and software for military, government, and commercial operations. Cedar Grove RCAT thesis: https://www.cedargrovecm.com/p/red-cat-rcat-trade-worth-up-to-200-prcntChapt…

1
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood 57:55

3M ago57:55

57:55

Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water m…

1
Episode 15 - The Spectre Dilemma and Premiere Problems 3:12:08

3M ago3:12:08

3:12:08

Gird your loins for another mammoth episode! Join us as we indulge ourselves in Shatterpoint. We tackle spectre's embarrassment of riches and try to land on a strike team that suits us best. We also look at Premiere list building and the issue of list chicken facing GTs all around the globe. One thing is for sure, it is certainly long.…

1
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch 1:08:56

3M ago1:08:56

1:08:56

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded real estate market and why it's done so well since his last podcast appearance in October 2023 + pitch on Apartment Investment & Management Co. "AIMCO" (NYSE: AIV). For more information about Rhizome Part…

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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams 26:10

3M ago26:10

26:10

Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings…

1
The Acolyte Finale PLUS Upcoming Star Wars 1:09:23

3M ago1:09:23

1:09:23

Summer vacations have ended and Collen and Anders are back! We break down the season 1 finale of the Disney Plus series Star Wars: The Acolyte! We take a look at the episode and reflect on it's highs and lows. Then, we think back on the season as a whole. What worked? What didn't work? Why is Anders talking about Avengers Endgame? Finally, we react…

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Episode 14 - Sekondary Skool 2:10:57

3M ago2:10:57

2:10:57

We are back with another episode that explores the aspects laid out in the last episode, but this time its secondaries that go under the microscope. Be sure to tell us how we got it wrong. You can jump into the discord here: https://discord.gg/pzBpqkchS8

1
Chris DeMuth's State of the Markets July 2024 39:45

3M ago39:45

39:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:17] What's o…

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Episode 13 - Ministravaganza Luke Warm Takes 2:35:27

4M ago2:35:27

2:35:27

These aren't hot takes, they aren't even warm takes. We bring the coldest takes on the reveals from Ministravaganza that you are likely to find. We are also joined by current league CHAMP Promethious7 to discuss his success and announce the theme and date for our new league. Tune in to find out!

1
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 48:55

4M ago48:55

48:55

Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapter…

1
Не сидим сложа роборуки. Что нового у роботов Маркета? (yet another podcast #37) 1:28:37

4M ago1:28:37

1:28:37

В прошлом году Яндекс открыл роболабораторию. Это испытательный полигон, где придумывают, собирают и тестируют роботов для складов Маркета. Недавно в роболабе появились новые модели — роборуки, которые учатся разгружать, сортировать и готовить коробки с товарами к отправке. https://t.me/yandex/1277 Зачем Маркету роботы и на что они способны? Чем он…

1
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like 23:03

4M ago23:03

23:03

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), a…

1
Episode 12 - Red Mandos Primary Skool 2:35:40

4M ago2:35:40

2:35:40

We conduct our first lesson of skool as we dive into the 6 aspects of Primary characters in Shatterpoint. Discussing what their 'primary' aspect is and how they add value to your strike team. Character images copyright of AMG. From Star Wars: Shatterpoint.

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Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

4M ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

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Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

4M ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

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The Acolyte Episode 7: Back2Brendok 57:01

4M ago57:01

57:01

Anders and Colleen are here to break down the newest episode of the Acolyte! In this episode, we examine the 2nd flashback episode of the season and ask the big questions: Was this episode necessary? What happened to Mother Korrill? Is this actually all a dream? So, before you check out the season finale this week check out our latest pod!…

1
Episode 11 - Shatterpoint Theory 3:18:45

4M ago3:18:45

3:18:45

You ask, we deliver! Welcome to our longest episode yet. We take a deep dive into the theory of the 5 core Shatterpoint play styles. We also answer some of your burning questions about how to get your mates into the game. All topped off with our irreverent trademark style.

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Episode 102 - Now What? With Nick Sperry 1:10:11

4M ago1:10:11

1:10:11

For this episode hosts Pete and Chris are joined by 312 Squadrons Nick Sperry. Together we chat about the set of points Nick created for his local group and his work with the newly formed X-Wing Alliance that hopes to continue keeping interest alive in the game now that development has ended. Enjoy!

1
The Acolyte Episode 6 36:48

4M ago36:48

36:48

The Acolyte is running on all cylinders! Anders and Colleen break down the excellent episode 6: Teach/Corrupt. Our twins are changing places and Qimir is changing hearts and minds! Listen in now!על ידי The BGS Crew

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Chris DeMuth's State of the Markets June 2024 34:11

4M ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

1
The Acolyte Episode 5 36:57

5M ago36:57

36:57

Now THIS is the show! Before episode 6 drops tonight, catch up on the Acolyte Episode 5! Anders and Colleen admire the action and story that this episode delivers, as well as theorize aplenty about what is to come!על ידי The BGS Crew

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Episode X - The One Where We Tell You the Odds + Primarily Secondaries 1:58:45

5M ago1:58:45

1:58:45

In this episode of Red Mandos we cover the new mission pack and discuss the new mechanics as well as strike teams that might relish the layout. We also indulge Red Mando 1's shower thoughts as we cover the position secondaries hold in the game.

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Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

5M ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

1
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

5M ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

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The Acolyte Episode 4 38:20

5M ago38:20

38:20

Why couldn't this be a two parter?! Anders and Colleen break down the latest episode of the Acolyte on Disney+. We connect it to the larger lore of Star Wars and theorize what is yet to come in the woods of Khofar!על ידי The BGS Crew

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BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

5M ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

1
Episode 9 - The 'Spectre'cular Six 2:00:03

5M ago2:00:03

2:00:03

We're back and more unpolished than ever before. Join us as we discuss the crew of the Ghost and the (to be) newest releases in Shatterpoint. How does Kanan affect the meta? Tune in to find out. P.S. We also give a date for our new league

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Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

5M ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

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