Yet Another Value Podcast

Latest Episodes:

Why Ryan O'Connor is bullish Nintendo $NTDOY Oct 23, 2020

Show notes

Ryan O'Connor, founder of Above Average Odds Investing and Crossroads Capital, discusses his bull thesis on Nintendo. Our discussion focuses on all of the optionality Nintendo has, including what would happen if Nintendo licensed their games to Microsoft or Sony, how Nintendo cold roll out a subscription style business, and the upside as Nintendo continues to expand their IP into theme parks, movies, and TV shows. We also talk about the company's mobile strategy and how the continued evolution of Mario Kart World Tour could lead to a huge hit.
We also discuss his background and his investing style, including his big win this year investing in Gan.
You can find Crossroads Capital 2018 Annual Letter (which includes its Nintendo bull case) here: https://bit.ly/34pKpSR

Stanford Wyatt on Nordstrom (JWN) and Tile Shop (TTSH) Oct 19, 2020

Show notes

Stanford Wyatt from August Partners and Rational Research discusses his background in investing and his investment thesis on Nordstrom and The Tile Shop.
Rational Reserach: https://rationalresearch.substack.com/

Mostly Borrowed Ideas on Etsy Oct 16, 2020

Show notes

Abdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive that left him bullish on Etsy.
You can find Abdullah on twitter here: https://twitter.com/borrowed_ideas

A threesome so nice, we did it twice: talking $BMYRT with Matt and Dan (again) Oct 08, 2020

Show notes

Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our first post; in particular, we discuss Dan's due diligence that suggests an FDA inspection is on going.
PS- CVR's are risky and nothing on here is investing advice.
You can find our first threesome here: https://twitter.com/AndrewRangeley/status/1305835912975261697?s=20
My updated take on the CVR here: https://yetanothervalueblog.com/2020/10/bmy-cvr-an-inspection-inflection-bmyrt.html
Twitter handles:
Matt: Given2Tweet (https://twitter.com/given2tweet)
Dan: Sheep of Wall Street (https://twitter.com/Biohazard3737)

Edwin Dorsey from Bear Cave on Short Selling, FOIA requests, and Celsius $CELH Oct 06, 2020

Show notes

Edwin Dorsey, the founder of the Bear Cave, comes on to talk about short selling, his new newsletter, and his recent report highlighting the red flags at Celsius. Fun fact: Edwin estimates he represents ~1% of the FOIA requests in the U.S.
Edwin's twitter: https://twitter.com/StockJabber
Bear Cave newsletter: https://thebearcave.substack.com/

Minion Capital (aka Shomik Ghosh) on Shopify and VC investing Oct 02, 2020

Show notes

Shomick Ghosh (aka Minion Capital), a Principal at Boldstart, talks about his experience as a Venture Capitalist and how he balances investing in both public and private companies. Then we dive deep into the investment case for Shopify (SHOP).
Minion Capital twitter: https://twitter.com/MinionCapital
Shomick's twitter: https://twitter.com/shomikghosh21
Boldstart: https://www.boldstart.vc/

Packy McCormick from Not Boring on Opendoor $IPOB Sep 29, 2020

Show notes

Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel investing, and his current investment into Opendoor (IPOB).

Shopping for value: Bill Brewster on $QRTEA Sep 15, 2020

Show notes

Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergoing some financial engineering which has some people recalling the classic John Malone special situations discussed in You Can Be a Stock Market Genius (https://amzn.to/32ApFqv). Bill talks about why the market might be overlooking QRTEA and why he's excited by the financial engineering.
You can find Bill on twitter @BillBrewsterSCG (https://twitter.com/billbrewsterscg?lang=en). You can also find his write up on QRTEA at https://sullimarcapital.group/2020/09/02/qurate-retail-group/ . I also did a write up on the QRTEA special sit which you can find at: https://yetanothervalueblog.com/2020/09/is-qrtea-a-textbook-malone-special-sit-or-a-classic-value-trap.html .

A threesome on drugs: talking $BMYRT with Matt and Dan Sep 14, 2020

Show notes

Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extremely risky and there is a real chance of this proving worthless, Matt and Dan walk through what a CVR is, why a CVR might be overlooked, and why they think the odds of approval for the drugs underlying BMY's CVR are much higher than the market suggests.
Again, CVRs are risky, and nothing in this podcast is investing advice.
Twitter handles:
Matt: Given2Tweet (https://twitter.com/given2tweet)
Dan: Sheep of Wall Street (https://twitter.com/Biohazard3737)

Clifford Sosin on Cardlytics $CDLX Sep 10, 2020

Show notes

Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep into his current investment into Cardlytics (CDLX).

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