Yet Another Value Podcast

August 2024 kicks off with wild fluctuations in the stock market, raising questions for investors everywhere. The journey of due diligence is explored, revealing how personal interactions with management teams can make or break investment success. The importance of looking beyond stereotypes in companies like Domino's Pizza showcases the need for deeper analysis. With cautionary tales included, the discussion offers valuable insights into navigating the complex landscape of investment opportunities.

Chris DeMuth, a market analysis expert from Rangeley Capital, joins for insightful discussions on the current market landscape. He dives into special situations like RCM and WOW, analyzing their dynamics and potential futures. Chris also examines recent activity in the banking sector, emphasizing the role of activist investors and competitive bidding strategies. His thoughts on valuations amid merger trends reveal how market behavior shapes investment decisions. Expect practical insights that could impact your approach to investing!

Alex Feng and Jason Quan from Rome Capital Limited dive into the intriguing world of Samsonite, a giant in the luggage industry. They explore why Samsonite's valuation is considered a bargain and discuss the brand's strong market positioning and pricing power. Insights on the importance of warranties and how they foster customer loyalty are shared. They also touch on competitive advantages and the challenges posed by new entrants. Lastly, they consider the potential benefits of dual listings and buybacks as strategies for value enhancement.

In this podcast, Andrew rambles about small cap performance, buybacks, and how stock prices drive narratives. He dives into CEO changes, due diligence on companies one doesn't like, alternative data, and idea dinners. The episode covers investing in products you dislike, highlighting the importance of firsthand experience. With insights on market stress and the influence of stock prices on storytelling, the podcast offers a unique perspective on investing.

Guest Marc Rubinstein discusses 'The Trump Trade' and deep dives into Fannie Mae $FNMA. Topics include $FNMA's history, privatization argument, Trump's involvement, potential scenarios under a 2nd term, and final thoughts on the future. Sponsored by Daloopa for fundamental analysts seeking efficient financial modeling solutions.

Atla Global Management's CIO, John Haskell, discusses international real estate investing, emerging markets, and the ESR Group Limited ($1821.HK). Topics include taxation on global REITs, Vietnam market overview, ESR Group thesis, potential buyout, valuation, and related party transactions.

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.