Yet Another Value Podcast

Latest Episodes:

Marc Rubinstein from Net Interest on the Financial Sector Sep 03, 2020

Show notes

Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID, and financial sectors FANG equivalents.

Dave Waters of Alluvial Capital / OTCAdventures on $PIOE Aug 31, 2020

Show notes

Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his current investment into P10 $PIOE.

Byrne Hobart from The Diff on The Death of FANG+ Aug 20, 2020

Show notes

Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question "Which of Amazon / Apple / Microsoft / Google / Netflix / Facebook" is most likely to see serious declines over the next ten years?

Mario Cibelli from Marathon Partners on $UBER Aug 19, 2020

Show notes

Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber.
We also dive into two of his twitter threads: one on how interviewing the management at Expedia changed how he looked at companies, and one on how a due diligence trip to a Netflix Distribution Center opened his eyes to Netflix's moat.

David Kim from Scuttleblurb on Carvana $CVNA Aug 11, 2020

Show notes

David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).

Mike from Non-Gaap on the Corporate Dark Arts Aug 06, 2020

Show notes

An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.

Elliot Turner on Dropbox $DBX Aug 04, 2020

Show notes

An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we dive deep into his thesis on Dropbox (DBX).

Jeremy Raper on StoneX $SNEX Aug 03, 2020

Show notes

Our inaugural episode is an interview with Jeremy Raper of Raper Capital (https://rapercapital.com/). We start by discussing Jeremy's credit background and how he's looking at the markets today; then, we dive deep into one of his favorite investing ideas: StoneX (SNEX)

Announcing Yet Another Value Podcast Jul 29, 2020

Show notes

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.