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Chris DeMuth's State of the Markets August 2024 (podcast #264)
It's time to welcome back Chris DeMuth for his monthly state of the markets.
Aug 30
5
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Chris DeMuth's State of the Markets August 2024 (podcast #264)
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August 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Aug 28
4
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August 2024 premium update
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The future of TV Sports Rights (free Tegus panel)
Tl;dr: I did a (free) expert panel with Tegus talking about the future of sports media rights that is launching today.
Aug 28
32
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The future of TV Sports Rights (free Tegus panel)
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Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract (podcast #263)
Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology…
Aug 27
14
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Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract (podcast #263)
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood (podcast #262)
Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to…
Aug 23
5
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood (podcast #262)
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Another (premium) take out
This post marks the second (and likely final / concluding) post in Pershing Square week on the (premium) side of the blog.
Aug 23
10
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Another (premium) take out
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Another (premium) spin off
Shockingly, this is going to be Pershing Square week on the premium site.
Aug 21
6
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Another (premium) spin off
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Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch (podcast #261)
Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded real…
Aug 20
8
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Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch (podcast #261)
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A (premium) history lesson / update
A few years ago, I was really into the MLP take private trade.
Aug 15
12
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A (premium) history lesson / update
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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams (podcast #260)
Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
Aug 14
8
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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams (podcast #260)
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Some more (premium) earnings follow ups
With earnings season starting to run down, I wanted to provide some more updates on (premium) earnings names.
Aug 13
10
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Some more (premium) earnings follow ups
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The good, the bad, and ugly: some (premium) earnings update
Given this is the biggest week of earnings for small caps and lots of volatility in a bunch of my favorite names, I wanted to provide a quick earnings…
Aug 8
7
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The good, the bad, and ugly: some (premium) earnings update
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