Yet Another Value Podcast

Financial expert Chris DeMuth discusses market trends and investment opportunities in June 2024, covering election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, and Presidential Debate impact on investing.

Financial analyst Ron Nussbaum from Maverick Value discusses the legal and fundamental aspects of the Capri / Tapestry acquisition, covering topics like FTC's lawsuit, industry uniqueness, judge's influence, market odds for the deal, and discrepancies between his view and the market's.

Buckley Capital's Zachary Buckley discusses his urging for $DNTL.TO to undergo a strategic review process. Topics include the differences between Canadian and US dentistry, acquisition synergies for mom & pop practices, the competitive landscape, and capital allocation priorities.

Bob Robotti, Founder and CIO of Robotti & Co., discusses MicroCap/Small-Cap definitions, stock picker opportunities, old economy stocks, and AI's role in investments. Audience Q&A covers U.S. economy, interest rates, and portfolio construction strategies.

Topics discussed in this podcast include investing in franchisees, blaming Investor Relations for stock price movements, strategies for competing with rivals, assessing interest in a stock, and the phenomenon of thesis drift in investing.

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, discusses why Akamai's security business makes $AKAM interesting. Topics include $AKAM valuation, cloud computing and delivery segments, CEO insider transactions, AI potential, and the synergy of Akamai's business segments for growth prospects.

1 Main Capital's Yaron Naymark discusses the $IWG.L thesis, CEO's share sell-off, franchise revenue margins, impact of WeWork bankruptcy, competitive landscape, worries about management franchise hitting a wall, US listing potential, and future catalysts for 2024-25.

Portfolio Manager Jacob Rubin shares insights on legacy brand names Caesars $CZR and Gannett $GCI. Topics include scale importance in gaming, Q1 performance analysis, digital ramp impact, valuation comparisons, Carl Icahn's investment, Gannett's AI and lawsuit potential, and market dynamics of legacy brand names.

Financial analyst Chris DeMuth discusses the Tapestry/Capri merger, Enhabit $EHAB, ECIP banks, and $INBX deal. The podcast also features insights on Santangel's Review cap intro events, unique talent spotlighting, and the nuances of uncertain regulatory impacts on M&A deals.

Mario Cibelli, Managing Partner at Marathon Partners, discusses the innovative marketplace created by $XMTR for industrial manufacturing. Topics include network/marketplace value proposition, mechanics of the marketplace, cutting out the middleman, 'Instant Quote' feature, valuation, execution risks, and addressing headwinds.