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Chris DeMuth's State of the Markets May 2023 (Podcast #169)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government…
Some things and ideas: May 2023
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…
May 2023 Premium Update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
The Chancery Daily and the Case of the Apes and $AMC (Podcast #168)
“Chance”, Editor and Co-Founder of The Chancery Daily, discusses the wild $AMC / Ape Case. ***This podcast is brought to you by Stream by AlphaSense…
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A (premium) refining update
I was working on this month’s premium update (there’s a heck of a lot to talk about)…. but I wanted to do an update on one name in particular given how…
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Interviews at Planet Microcap (Bonus Podcasts)
I attended Planet Microcap in late April and hosted two interviews with past guests there (Michael Liu and Jon Cukierwar). We recorded them, so figured…
Weekend thoughts: AI for improving as investors
All of the sudden, everyone wants to talk about AI plays. Well, not everyone…. but I can assure you that there’s not a single investor who’s watching…
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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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