A quick overview
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Conor Maguire, founder of value sits, returns to the podcast to discuss his "Deep Breath, Deep Value" thesis on SOL Group. Please follow the podcast on…
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Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
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Chris DeMuth joins the podcast to discuss the state of the markets in June 2022 and what’s catching his eye in event drive land. Please follow the…
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Brian Laks, partner at Old West Invest Management, discusses the bull case for Tin and why he thinks the world's largest tin miner, Alphamin, could…
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I wanted to do a quick update on UNTC (written up here). I mentioned in May’s updates I was increasingly pessimistic that they could sell their assets…
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Doug O’Laughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on…
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I love share repurchases. I can show this in two ways: I try to ask two questions on every podcast; the first is “the market is a competitive place…
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Yet Another Value Blog