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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.
 
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
 
A Stock Dads Production. Follow two best buds and former college roommates on their journey to master the stock market and the art of being a dad. Episodes will lean on experts in the field to provide easy-to-understand and actionable information on a wide variety of topics that will provide value for traders and investors of all experience levels, from beginners to advanced. Let's build generational wealth, together! WARNING: There will be dad jokes.
 
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show series
 
Ben Claremon, Partner at Cove Street Capital, discusses his thesis on Lumen. Lumen is a complicated story and a bit of a battleground stock, but Ben think the company is trading at a large discount to their asset value and is making moves to unlock that value. Ben's first YAVP appearance on Viasat (VSAT): https://youtu.be/Otw0oWvuhdU Ben's Compound…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about Affirm and how they can dominate, Robinhood stock, QS and more. MarathonMoneyPlus.com…
 
Edwin Dorsey, founder of The Bear Cave, discusses his bearish note on Clear Secure (YOU). Bulls think Clear is a product members love with a clear moat and a long growth runway; Edwin sees a company with lots of consumer complaints that has been around for almost two decades and is still losing money while losing economics to key partners like airp…
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: S&P 500 Companies That Overstated EPS by 60%+ in 2Q21. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {paddi…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about electric car stocks, Door Dash, Teladoc price predictions and more. MarathonMoneyPlus.com…
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: See Through This Optical Illusion. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {padding:18px 18px;border-…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about the cryptocurrency Algorand, NFT’s and more. MarathonMoneyPlus.com…
 
Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap, which significantly increases its risk, but Jeff and Thomas think the company is likely to have a successful settlement of their preferred stock. After settlement, AAMC should have net cash per share in excess of today's share price, and then the company…
 
Kyler Hasson, Portfolio Manager at Delta Investment Management, discusses our mutual position / bag-holding in Altice. Key topics include what bulls could be missing, the differences between Altice and Charter, and how regulation could impact cable. My tweet thread on ATUS: https://twitter.com/AndrewRangeley/status/1435228524399448065?s=20 Kyler's …
 
Brian Laks, partner at Old West Invest Management, discusses the bull case for uranium. Key topics include why this time could be different, breaking down the supply / demand curve that has him so excited, and discussing why NexGen (NXE) is such an interesting way to play uranium. Brian's twitter account: https://twitter.com/brianlaks Kuppy's urani…
 
Jon Cukiewar, Founder of Sohra Peak Capital, discusses his ivnestment thesis for goeasy (in Canada under $GSY; in U.S. under $EHMEF). Jon does a deep dive into the company's history before explaining how they can get such great returns and why he sees continued strong growth in their future. Jon's twitter: https://twitter.com/JonCukierwar Sohra Pea…
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: S&P’s “Operating Earnings” Remain Overstated in 2Q21. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {paddin…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we talk about stock options and how to play them. We also talk about the Affirm and Amazon deal. MarathonMoneyP…
 
Thomas Braziel, President of 507 Capital, discusses his investment in $GOED. Key topics include addressing the (many) red flags around the investment, how Thomas found the company and why he likes the set up so much, and why investing in stocks with some hair on them can deliver serious alpha. Thomas's twitter: https://twitter.com/ThomasBraziel My …
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: Didi Global (DIDI), Compass Inc. (COMP) and Tesla (TSLA). #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {pa…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 and @wincreaseteam Twitter @camboni11 and @kenndrickcolin and @wincreaseteam In this episode of Marathon Money, we induct Xtro into the Marathon Money Hall of Fame. We talk about Pfizer, Macy’s, DoorDash and more. MarathonM…
 
Louis Camhi, a private investor, discusses his thesis for Origin Materials (ORGN). Origin is a recent deSPAC that has seen a brutal sell off, but Louis thinks the company represents a hyper skewed risk reward, albeit one with a VC style downside (i.e. if it doesn't work out, they'll be worth basically nothing). Louis breaks down what Origin does, w…
 
Mike Mitchell, the king of lumber fintwit, discusses his big bet on GreenFirst. Key topics include how Mike found GreenFirst (back when it was Itasca Capital), how he came to know and trust the management team, why he's so bullish on lumber, and why the thinks the deal to buy Rayonier's lumber assets is such a good one. Note that GreenFirst is a mi…
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q21 Earnings Reveal Competition is Crushing Hopes of Profitability. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe7…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about Cryptocurrency, Zillow and if it’s a good buy, Carvana vs. Vroom. MarathonMoneyPlus.com…
 
David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone Stocks That Missed Expectations In 2Q21 Earnings. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 …
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we the Dow making new highs, PPP loans, can Robinhood be a 1 trillion dollar company and more. MarathonMoneyPlus.com…
 
Sean Iddings, an entrepreneur and microcap investor, discusses his high conviction position in eXp World Holdings (EXPI). EXPI is a hyper growth company that is attacking the real estate brokerage business with an interesting model. Sean breaks down the business, the upside he sees in the company, and addresses some of the red flags surrounding the…
 
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Three Danger Zone Stocks That Look Worse Post 2Q21 Earnings. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff16…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk talk about Nasdaq, S&P500 and the Dow charts matching, Chinese stocks and more. MarathonMoneyPlus.com…
 
Investing in the current housing frenzy or stock market bubble might be something you are wondering about. I hope to give you a different perspective on stock market or real estate investing by separating the market from real value.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOC…
 
The S&P 500 index is an excellent example to show how much can market timing cost you. If we look at the expected returns ahead from the S&P 500 index we are talking about 7% per year over the very long-term. That is not great, but also not bad and better than many will achieve. You just need to have the right stock market investing strategy!Want t…
 
JD stock is a good stock to buy now as the business has a very strong position in China, has the possibility to increase profit margins and there are many other stakes in businesses like JD Health, JD Logistics, DADA stock etc. that are very valuable.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst …
 
Chris Krug, President of Chatham Harbor Capital, breaks down his thesis on PFMT, including why he thinks the stock could be a multi-multi-bagger. Chris's twitter: https://twitter.com/chcap2016 My thread on PFMT notes: https://twitter.com/AndrewRangeley/st... Chapters 0:00 Intro 1:05 PFMT Valuation Outline 4:40 PFMT business overview 15:15 How PFMT …
 
Big stock market crash warnings from great investors like Michael Burry, Stanley Druckenmiller, Ray Dalio, Paul Tudor Jones and Jeremy Grantham. They say a market crash is in the making because the FED will lose control, the valuations are sky high, the fundamentals are not that good and that bubbles must pop, no other way. Plus, deteriorating econ…
 
Richer, Wiser, Happier by William Green is a must read investing book as it shares the key concepts that have made successful the best investors of our times. So if you want to do great with investing, it is key you learn the key concepts that are amazingly summarised in this book. The basis of the book are the concepts derived by interviewing 8 gr…
 
This videos shows what I do, how I do it, how I have done in and you have to see how this gives you value and if.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:ht…
 
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 3 S&P 500 Companies Likely to Miss Wall Street’s 2Q21 EPS Estimates. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8…
 
Anchoring is one of the biggest investing mistake we make. Anchoring is defined as a behavioural finance concept where we use irrelevant past stock prices (anchors) that impact our current decision making and usually lead to mistakes. When you anchor your decisions on stock prices you let the market be your guide, instead it has to be your servant.…
 
100 Baggers Stocks that Return 100-t0-1 by Chris Mayer is a good book, 100 to 1 in the Stock Market by Thomas Phelps is even better but if you add risk and value investing to them, I firmly believe you can 100x your portfolio with 4x*3x*3x*3x=108x!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and…
 
I sold my Berkshire stock and I would not say Berkshire stock is a stock to buy now. Here is my Berkshire stock valuation, discussion why I sold and what do I see out there as a better buy now. The core of it is that as Berkshire stock price is up, it is mathematical that investing returns are lower and the risk is higher.Want to know more about wh…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about the hottest sectors to invest in now, TDOC, DIDI and more. MarathonMoneyPlus.comעל ידי Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Robinhood IPO: Still A Bad Bet For Investors with Alarming Risk. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe7…
 
Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an asset basis and have a moat giving their scale. Caro-Kann's website: http://caro-kann-capital.com/ My thread on Burford prep: https://twitter.com/AndrewRan…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about liquor stocks, buying low and selling high, cyptocurrency and more.. MarathonMoneyPlus.com…
 
Adam Lindsay, founder and managing partner of Powell Anderson Capital Partners, discusses his bull thesis for Tripadvior (TRIP) and Liberty Tripadvisor (LTRPA). The bull thesis is nuanced, but much of it centers on TRIP's nascent Tripadvisor Plus business, which Adam thinks TRIP is uniquely suited to successfully launch and could drastically change…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode of Marathon Money, we talk about the Nasdaq at new highs, stocks that can only grow because of inflation and more. MarathonMoneyPlus.com…
 
Kyle Cerminara, President of FGNA, discusses his thesis for deSPACing with OppFi. Key topics include comparing OppFi to its closest competitors, how FNGA and OppFi arrived at their valuation, and addressing different regulatory risks for OppFi. Kyle's twitter: https://twitter.com/kcerminara OppFi / FGNA's SEC filings: https://www.sec.gov/edgar/brow…
 
Mike Melby, Founder and Portfolio Manager at Gate City Capital, makes a repeat appearance to discuss his investment in CATO. CATO is a small retailer with a rock solid balance sheet; Mike thinks their low multiple combined with a focus on returning cash flow to shareholders and some hidden tax and real estate assets creates an attractive investment…
 
Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will improve the Ethereum ecosystem, and why Ethereum today looks like investing in computer operating systems in the early 80s. Disclosure: nothing in here is in…
 
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: EBITDA to Debt: Unscrubbed Data Creates Misleading Credit Ratings. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bf…
 
Randy Baron, Portfolio Manager at Pinnacle Associates, gives an overview of the Synthetic Biology space. Randy thinks "the 21st century is going to be a century of biology," and he discusses all the ways synthetic biology can change the world and why he thinks Amyris (AMRS) could be the biggest winner given their head start in the space. Randy's Ba…
 
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Different Country, Same Bad Business Model. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0…
 
Open a Gatsby Options Trading Account Sign Up For a WeBull Stock Market Trading Account Instagram @camboni11 and @kennycolin23 Twitter @camboni11 and @kenndrickcolin In this episode, we talk about the competition in the electric car space, AirBNB, Door Dash, and more. MarathonMoneyPlus.comעל ידי Stock Investing, Stock Options, 401k, Retirement, Value Stocks, Investments, Blockchain, Penny Stocks, Money, Stocks, Wincrease, Investing
 
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Third Point Investors (TPOU; trades in London). TPOU is a closed-end investment company that invests into Third Point, Dan Loeb's hedge fund. TPOU consistently trades at a discount to NAV, and James thinks the combination of Third Point's investing prowess and TPO…
 
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