A quick overview
8
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…
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…
6
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…
16
3
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…
8
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…
9
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…
3
8
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…
12
1
See all

Yet Another Value Blog