Creator Post Archive
Yet Another Value Podcast
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Mar 10, 2026
A tour through the media landscape with TSOH's Alex Morris
The creator is hosting a live webinar with AlphaSense on March 10th at 1 p.m. Eastern to discuss the media space, covering topics like the Netflix/Paramount/Warner Brothers situation, sports rights, Disney's new CEO, video games, and AI content. The webinar will feature live Q&A and a replay will be available.
Mar 9, 2026
Carriage House's Will Cleary on $FTAI
The host introduces Will Clary from Carriage House Fund, highlighting his expertise in concentrated value investing. They plan to discuss FTAI, noting its cult following and short interest. The host also promotes an upcoming webinar with AlphaSense on media and communication topics.
Mar 3, 2026
Roy Swisa on $DJCO
This episode features Roy Swissa discussing his consultancy work with The Daily Journal Corporation (DJCO) and broader topics like expert interviews and AI. The host also promotes an upcoming webinar on media, telecom, and communications with AlphaSense.
Feb 24, 2026
Investing in Biotech with Verdad Capital
The creator interviews Dan and Greg from Verdad Capital to discuss their paper on value and fundamental quantitative investing in biotech. The conversation is framed as a deep dive into a fascinating topic that the creator learned a lot from.
Feb 20, 2026
Flying through the Volaris thesis with Antipodes' Phillip Namara
The podcast features an interview with Phillip Namara from Antipodes discussing Volaris (VLRS), a low-cost Mexican airline. The discussion covers domestic growth tailwinds, capacity constraints, and a potential merger, offering insights into the airline industry and Volaris's business model.