Yet Another Value Podcast

Financial expert Chris DeMuth discusses market trends, anti-trust issues, Capri-Tapestry case, and frequency of blocked mergers. Insightful analysis on the state of the markets and challenges facing companies in today's economic landscape.

Justin Lin from Best of Breed Growth Stocks and Julian Lin discuss Reddit, Inc. (NYSE: RDDT) on the podcast. They cover Reddit's bull and bear cases, network effects, mismanagement, valuation, growth strategy, and misconceptions. Comparisons are made with tier 2 social media platforms and the challenges of monetization are explored in depth.

Matt Turk discusses his thesis on Target Hospitality Corp., focusing on corporate history, Arrow Group comparison, government contracts, bull cases, potential risks, buyout prices. The podcast explores the undervaluation of Target Hospitality, private equity firm acquisitions, corporate bidding processes, talent development, equity analyst training, strategic bidding in private equity, analyzing company worth, CEO departure, investment risks, take privates, minority shareholder activism, and fairness in buyouts.

Scott Miller, CIO of Greenhaven Road, discusses PAR Technologies, highlighting growth potential beyond point of sale, recent acquisitions, and competition. Topics include Burger King win, cloud-based vs traditional POS, growth runway, and execution risks.

CFO of TeraWulf Inc., Patrick Fleury, discusses Bitcoin mining, ROI, hash rate, halving, power costs, economies of scale, valuation, M&A, international expansion, and capital allocation in this insightful podcast episode.

Devin LaSarre, founder of Invariant Newsletter, discusses Haypp Group focusing on nicotine pouches. Topics include market demand for alternatives to smoking, investment thesis for Haypp, differentiation strategies, challenges in marketing, customer acquisition costs, and regulatory obstacles in online nicotine sales.

Financial expert Chris DeMuth talks about meme stocks, $DJT, speculation in the market, small caps, crypto, bitcoin halving, and SBF sentencing in this insightful podcast. The episode also discusses Santangel's Review sponsorship and highlights unique Cap Intro Roundtables for fund managers and allocators.

Lake Cornelia Research's Judd Arnold discusses the MiX Telematics and Powerfleet merger, diving into reasons for interest, pushback on the bull case, switching costs, open vs. closed systems, management incentives and vision post-deal, thoughtful pushback on thesis, merger background, and reasons for publishing detailed notes.

Matt Warder, expert in coal markets, discusses high-level thoughts on coal, regulation impact, 'greening' of metallurgical coal, $AMR, $HCC, and upcoming election's effect on coal investments. Topics include Biden admin on coal, global cost curve for metallurgical coal, and valuations of $HCC and $AMR.

Exploring Avantor as a key player in life sciences sector, discussing VWR acquisition and embeddedness in lab solutions, dissecting healthcare industry post-pandemic, and comparing AVTR with Thermo Fisher & Danaher for investment choices and risk assessment