Best Dwll Podcasts (2024)

1
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst 1:09:21

22d ago1:09:21

1:09:21

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles. For more information about Conor Maguire and Value Situati…

1
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger 1:09:02

13d ago1:09:02

1:09:02

Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's f…

1
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame 21:45

15d ago21:45

21:45

Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sp…

1
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case 1:04:49

16d ago1:04:49

1:04:49

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:20] Overview: his post-game report on $ACI / $KR case …

1
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI 1:00:48

17d ago1:00:48

1:00:48

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/ First appearance…

1
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré 57:19

23d ago57:19

57:19

Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: ⁠https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What …

1
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY 1:19:47

30d ago1:19:47

1:19:47

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Global, Inc. (NASDAQ: RELY), a trusted provider of digital financial services that transcend borders. Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:58] What is Remitly Global $RELY and why are…

1
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case 1:03:05

1M ago1:03:05

1:03:05

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR…

1
Chris DeMuth's State of the Markets August 2024 48:45

1M ago48:45

48:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:26] Chris…

1
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract 52:05

1M ago52:05

52:05

Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology company integrating robotic hardware and software for military, government, and commercial operations. Cedar Grove RCAT thesis: https://www.cedargrovecm.com/p/red-cat-rcat-trade-worth-up-to-200-prcntChapt…

1
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood 57:55

2M ago57:55

57:55

Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water m…

1
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch 1:08:56

2M ago1:08:56

1:08:56

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded real estate market and why it's done so well since his last podcast appearance in October 2023 + pitch on Apartment Investment & Management Co. "AIMCO" (NYSE: AIV). For more information about Rhizome Part…

1
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams 26:10

2M ago26:10

26:10

Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings…

1
Chris DeMuth's State of the Markets July 2024 39:45

2M ago39:45

39:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:17] What's o…

1
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 48:55

2M ago48:55

48:55

Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapter…

1
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like 23:03

3M ago23:03

23:03

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), a…

1
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

3M ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

1
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

3M ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

1
Chris DeMuth's State of the Markets June 2024 34:11

3M ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

1
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

3M ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

1
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

3M ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

1
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

4M ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

1
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

4M ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

1
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting 56:25

4M ago56:25

56:25

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $A…

1
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 1:03:15

4M ago1:03:15

1:03:15

Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/wa…

1
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI 1:11:45

4M ago1:11:45

1:11:45

Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com/ Chapters: [0:00] Introduction + Episode sponsor: Sant…

1
Chris DeMuth's State of the Markets May 2024 44:44

4M ago44:44

44:44

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Santangel's …

1
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing 1:18:08

4M ago1:18:08

1:18:08

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:23] What i…

1
Asif Suria on the Six Special Situation Strategies to Outperform the Market 56:52

5M ago56:52

56:52

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines in his book to outperform the market.You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to O…

1
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis 1:02:09

5M ago1:02:09

1:02:09

Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research, please visit: https://daily.hxresearch.net/ Enrique's write-up on $TLNE: https://dai…

1
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV 1:04:03

5M ago1:04:03

1:04:03

The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAcChapters: [0:00] Introduct…

1
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising 19:25

5M ago19:25

19:25

Welcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and stock advertising. For more information about Rangeley…

1
Chris DeMuth's State of the Markets April 2024 50:00

5M ago50:00

50:00

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more! For more information about Rangeley…

1
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT 1:07:48

5M ago1:07:48

1:07:48

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:22] What is Reddit $RDDT and …

1
Matt Turk on why corporate history matters with Target Hospitality $TH 1:10:09

6M ago1:10:09

1:10:09

Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4?cik=1859285 https://www.youtube.com/watch?v=31s6todiuM8 Matt's YouTube Chann…

1
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR 45:42

6M ago45:42

45:42

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 more than 110 countries use PAR’s restaurant point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings (according to the …

1
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining 1:09:17

6M ago1:09:17

1:09:17

Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. TeraWulf owns and operates vertically integrated, environmentally clean bitcoin mining facilities in the United States. For more information and to subscribe to TeraWulf, please visit: https://www.terawulf.com/ Chapter…

1
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches 1:25:55

6M ago1:25:55

1:25:55

Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST). Quick description on Haypp Group (according to their website): The Haypp Group is spearheading the global transformation from smoking to healthier product alternatives. With origins in Scandinavi…

1
Chris DeMuth's State of the Markets March 2024 41:08

6M ago41:08

41:08

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing. For more information about Rangeley Capital, please vi…

1
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger 1:14:33

7M ago1:14:33

1:14:33

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger. $PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @Corne…

1
Matt Warder shares state of the coal markets + $AMR $HCC 1:09:48

7M ago1:09:48

1:09:48

Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.…

1
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences 1:08:52

7M ago1:08:52

1:08:52

Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries. For more information about Broyhill Asset Management, please visit: …

1
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024 1:05:21

7M ago1:05:21

1:05:21

Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more! For more information about Gator Capital Management, please visit: https://gatorcapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:49] What's …

1
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO 1:02:12

7M ago1:02:12

1:02:12

Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of home heating products, propane, anhydrous ammonia (“NH3”) and natural gas liquids (“NGL”) transport vehicles and storage vessels, energy processing equipment and fiberglass storage tanks. For more inf…

1
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO 1:00:44

7M ago1:00:44

1:00:44

Drew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds vertical market software businesses. For more information about Speedwell Research, please visit: https://speedwellresearch.com/ Speedwell Research profile on Constellation Software: https://speedwellres…

1
Chris DeMuth's State of the Markets February 2024 47:08

7M ago47:08

47:08

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example). For more information about Rangeley Capital, please visit…

1
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE 47:10

7M ago47:10

47:10

Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing and technology brand best known for its Sacs, The World's Most Comfortable Seat. For more information about Aurora Financial Strategies, please visit: https://www.aurorafinancialstrategies.com/ Chapte…

1
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L 1:09:10

8M ago1:09:10

1:09:10

Pedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is the original provider of high quality, low cost gym facilities in the UK. For more information about Oxy Capital, please visit: https://oxycapital.com/homepage/ Chapters: [0:00] Introduction + Episode sp…

1
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point 55:08

8M ago55:08

55:08

Evan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the company engages in the provision of tobacco and nicotine products to consumers worldwide. For more information about Bireme Capital, please visit: https://www.biremecapital.com/ Evan's $BTI write-up in…

1
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy 55:06

8M ago55:06

55:06

Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run." For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please visit: https://thescienceofhitting.com/You can Follow Alex Morris on T…

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