Yet Another Value Podcast

Rory Wallace, Chief Investment Officer at Outerbridge Capital, dives into the intriguing world of Allot Ltd., a frontrunner in network intelligence and security. He highlights the market's underestimation of Allot's strategic partnership with Verizon and the significant potential for growth in cybersecurity offerings. Wallace discusses how customers are reevaluating Verizon's services, the recent stock price surge, and why this time may differ from past performance narratives. He also touches on shifts in the competitive telecommunications landscape and valuation intricacies.

Alex Morris, author of "Buffett and Munger Unscripted" and an investment analyst, shares his insights on Berkshire Hathaway's meetings and the evolution of investment strategies. He dives into the ethical considerations of investing, especially in industries like casinos. Morris discusses the notable absence of Berkshire in certain sectors, like media and minerals, and evaluates Nike's brand evolution. He sheds light on how Buffett's perspectives have shifted over the years and the vulnerability of the banking industry in today's market.

Join Byrne Hobart, an insightful finance analyst and author, as he unpacks the evolution of accounting practices over time. He shares fascinating insights on the ethical challenges faced by accountants, highlighted by major scandals like WorldCom and Enron. The chat dives into the complexities of investor perception, the impact of accounting philosophies on company evaluations, and how historical events shape our understanding of financial crises. Hobart also discusses the evolving role of intangible assets in today's market.

Dive into a rich discussion about the investment potential of Full House Resorts. The analysis unveils why expanding casinos in regional markets like Colorado is a game-changer. Discover the unique opportunities presented by projects like Chamonix and American Place. Legal challenges are explored, revealing hidden values in contracts. Plus, learn about the advantages of sale leasebacks and how they could bolster Full House's financial standing. Overall, a compelling case for why this gaming company could be a strong contender heading into 2025.

Dive into reflections on creating a personal investment empire and strategies for 2025. Discover the intriguing parallels between athletics and investing, emphasizing accountability and lifestyle choices. Explore the traits that distinguish elite investors and how CEO compensation influences corporate decisions. The conversation wraps up with insights into incentive structures and their impact on shareholder value, shedding light on the motivations driving top executives.

Asif Suria, author and founder of Inside Arbitrage, explores insider purchases at Pebblebrook Hotel Trust and reveals his intriguing investment thesis. He discusses what the market is overlooking about Pebblebrook, management's claims on ROI growth, and the competitive landscape against Airbnb. Asif also shares insights on insider trading trends post-election, highlighting how these behaviors can uncover lucrative opportunities. With a focus on strategic evolution and real estate challenges, he provides compelling reasons to watch $PEB closely.

Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, dives into InPost Group, Europe's leading e-commerce logistics innovator. He highlights InPost's unique automated delivery system and explores why it's gaining traction in Europe. Barfield discusses the competitive landscape, contrasting InPost's strategies with giants like Amazon, and examines their expansion plans, especially in the UK. He also reveals how InPost's gamification and loyalty programs are reshaping consumer engagement, positioning it for future growth amid market challenges.

Eric Speron, Managing Director and Portfolio Manager at First Foundation, shares his insights on Lagardere SA, an international group with diverse operations. He highlights the upcoming spinoff from Vivendi, exploring its implications. The discussion dives into the financial potential of Lagardere's publishing and travel retail sectors, emphasizing growth opportunities and market dynamics. Speron also examines the unique challenges faced in the evolving landscape of book publishing and airport retail, showcasing his investment thesis for savvy stakeholders.

Join a lively discussion on the aftereffects of the recent election and how it’s reshaping market dynamics. Explore how top investors mirror elite athletes in their dedication to peak performance. Delve into unexpected investing blind spots, including financial engineering and existential risks that could impact the market. Uncover how informed betting markets defy conventional media narratives, offering a fresh perspective on volatility. A unique blend of insights and personal anecdotes makes for an engaging listen!

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, dives into the intricacies of SECURE Energy Services Inc. He reveals why many misinterpret the company as solely energy-focused, overlooking its significant role in waste management. The discussion touches on recent acquisitions, market catalysts, and the implications of declining oil drilling in Western Canada. Garcia also highlights challenges in capital allocation and the potential profitability of waste processing facilities, shedding light on a misunderstood gem in the market.