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Matt Turk on why corporate history matters with Target Hospitality (episode #239)
Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically…
Weekend thoughts: hearing a pod is blowing up
A quick mini-rant. Every time the market drops by more than 1% two or three days in a row, or anything weird happens in the market, you’ll inevitably…
3
The bitcoin halving and miners (part #1)
Today is the halving, when the number of new Bitcoins minted as a reward for mining gets cut in half. Halvings happen every four years (CNN described it…
4
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)
Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in…
A (premium) squeeze out
One of the most interesting places to follow / play around in is publicly traded companies that are majority owned by private equity firms that start…
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. Today's episode is…
Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)
Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group…
Yet Another Value Blog
Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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