Creator Post Archive
Yet Another Value Podcast
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Jun 11, 2025
Recurve Capital's Aaron Chan on Cogent $CCOI
This podcast episode features Aaron Chan from Recurve Capital discussing Cogent (CCOI), an internet provider. The creator notes that many value investors and hedge fund managers are interested in the stock due to its interesting deals and CEO, despite its complexity.
Jun 6, 2025
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
The host and guest discuss Sable Offshore (SOC), a company the host has been torn on due to its potential for multibagger upside versus significant downside risk. The host discloses a small tracking position in the stock.
May 26, 2025
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
The podcast episode features Doug Garber discussing Mammoth Energy (TUSK), a small-cap company with a significant cash balance relative to its market cap. The discussion will cover risks associated with cash shells and capital allocation. The episode also includes a sponsor segment for FinTool, highlighting its AI-powered proxy analysis capabilities.
May 19, 2025
Pershing Square Challenge 2025 winners on Carlisle $CSL
This episode features the team that won the Pershing Square Challenge with their pitch on Carlisle (CSL). The podcast also includes a sponsor segment for FinTool, a platform that uses AI to analyze corporate proxies and executive compensation.
May 8, 2025
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
This is the first part of an interview with Cliff Sosin on the Yet Another Value Podcast. The conversation begins with introductions and a discussion about the podcast's sponsor, AlphaSense, and its relevance to shareholder engagement, particularly in the biotech sector. The host and guest then briefly touch upon their history and the reason for Sosin's return to the podcast.
Apr 9, 2025
Avoiding the Zombie Biopharm trap at Keros $KROS
The creator discusses the importance of research tools like AlphaSense for investors and introduces a single stock discussion, referencing a previous episode on Sage (SAG) and its potential sale.
Apr 8, 2025
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
The podcast features an interview with Mark Chalfin from Win Capital discussing Turtle Beach (TBCH). The discussion highlights Turtle Beach's market leadership in gaming peripherals, particularly gaming headsets, and their growth strategy through acquisitions.
Mar 31, 2025
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
The creator and guest Adam Patinkin from David Capital are discussing Lifecore (LFCR), with both indicating they are long the stock. They emphasize the need for listeners to conduct their own research due to their personal positions.
Mar 19, 2025
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
The creator discusses ThredUp (TDUP), a marketplace for used women's clothing, highlighting its value proposition within the growing secondhand apparel industry. The conversation touches on the historical context of used clothing markets and the potential for ThredUp to capitalize on evolving consumer preferences.
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