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Yet Another Value Channel

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Great Storyteller
Interviews
Special Situations
Value Investor

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Summary

Sector Generalists
Content Type Analysis
Website YouTube
Paywall No

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Average Rating 9.5
Ratings 6
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Ranking 32

Content

Picture of Yet Another Value Channel
Yet Another Value Channel

Random Ramblings April 2025

April 15, 2025, 12:06 p.m.

No Paywall
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Yet Another Value Channel

Avoiding the Zombie Biopharm trap at Keros $KROS

April 9, 2025, 3:55 p.m.

No Paywall
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Yet Another Value Channel

Windward's Marc Chalfin Turtle Beach Thesis $TBCH

April 8, 2025, 1:20 p.m.

No Paywall
Picture of Yet Another Value Channel
Yet Another Value Channel

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

April 4, 2025, 8 p.m.

No Paywall
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Yet Another Value Channel

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

April 2, 2025, 2:50 p.m.

No Paywall
Picture of Yet Another Value Channel
Yet Another Value Channel

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

April 1, 2025, 4:55 p.m.

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Picture of Yet Another Value Channel
Yet Another Value Channel

David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business

March 31, 2025, 11:40 a.m.

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Picture of Yet Another Value Channel
Yet Another Value Channel

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

March 24, 2025, 5:29 p.m.

No Paywall
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Yet Another Value Channel

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

March 21, 2025, 1:38 p.m.

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Yet Another Value Channel

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

March 19, 2025, 2:02 p.m.

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Yet Another Value Channel

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

March 14, 2025, 1:54 p.m.

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Yet Another Value Channel

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

March 11, 2025, 12:37 p.m.

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Yet Another Value Channel

Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors

March 5, 2025, 2:04 p.m.

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Yet Another Value Channel

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

Feb. 28, 2025, 2:48 p.m.

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Yet Another Value Channel

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

Feb. 26, 2025, 1:49 p.m.

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Yet Another Value Channel

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

Feb. 20, 2025, 3:58 p.m.

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Yet Another Value Channel

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

Feb. 19, 2025, 4:57 p.m.

No Paywall
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Yet Another Value Channel

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

Feb. 13, 2025, 3:30 p.m.

No Paywall
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Yet Another Value Channel

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

Feb. 11, 2025, 9:36 p.m.

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Yet Another Value Channel

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

Feb. 7, 2025, 1:46 p.m.

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Yet Another Value Channel

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

Feb. 4, 2025, 3:05 p.m.

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Yet Another Value Channel

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

Feb. 2, 2025, 5:44 p.m.

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Yet Another Value Channel

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

Jan. 22, 2025, 2:11 p.m.

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Yet Another Value Channel

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

Jan. 21, 2025, 1:42 p.m.

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Yet Another Value Channel

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

Jan. 15, 2025, 3:08 p.m.

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