Yet Another Value Podcast

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.

Author Asif Suria discusses six special situation strategies to outperform the market in his book. Topics include merger arbitrage, insider buying, buybacks, spinoffs, management changes, and SPACs. Real-world examples and insights on event-driven investing strategies are covered in the podcast.

Enrique Abeyta from HX Research discusses the importance of power generation, the looming power crisis, and his thesis on Talen Energy Corporation. Topics include the unique $TLNE thesis, upcoming election risks, demand response, and evaluating risks like nuclear accidents and capital allocation. The episode provides insights on the energy transition, AI technology, and post-bankruptcy processes in the power industry.

Winning team of Pershing Square Challenge 2024 shares pitch on Valvoline $VVV, discussing store density, DIY customer share, franchise model, EV risks, consumer behavior, bear case, and variant view generating alpha. They analyze fleet services, market penetration, and blending valuation metrics in the automotive industry.

Topics discussed in the podcast include investor conferences, control shareholders, energy drinks, and stock advertising. The episode also features a sponsorship message from YCharts and explores trends in majority shareholder deals, missed energy drink investments, and the implications of stock ticker advertising for investors.

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.