Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, joins the podcast to share his thesis on InPost Group, Europe’s leading e-commerce logistics enabler. Jake Barfield's write-up on InPost: https://jakebarfield.substack.com/p/inpost-inpst-investment-thesis Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:23] What is InPost and why are they interesting to Jake [4:24] What Jake is seeing with InPost that the market is missing [5:46] Push back on Jake's thesis + European parcel delivery differences to US [14:48] Relationship with Allegro [20:27] Why aren't l ..read more

Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his thesis on Lagardere SA (MMB.PA), an international group with operations in more than 40 countries worldwide. The Group focuses on three divisions: Lagardère Publishing (Books, E-Books, Partworks, Stationery, Board Games and Mobile Games), Lagardère Travel Retail (Travel Essentials, Duty Free & Fashion and Dining) and Lagardère News (Le Journal du Dimanche, JDNews and the Elle brand licence). The Group’s operating assets also include Lagardère Liv ..read more

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his third appearance to share his thesis on SECURE Energy Services Inc. (TSX: SES), a leading waste management and energy infrastructure company. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:48] What is Secure Energy Services $SES.TO and why is it interesting to Chadd [4:56] What is Chadd seeing with $SES.TO that the market is missing [6:46] $SES.TO's recent run-up, catalysts, acquisitions [15:53] Risk that Western Canada is drilling a l ..read more

Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infection prevention solutions and services. For more information about KNA Capital Management, please visit: https://www.kna-capital.com/ To subscribe to Todd's newsletter, Flyover Stocks, on Substack, please visit: https://www.flyoverstocks.com/ You can Follow Todd Wenning on Twitter/X @ToddWenning: https://x.com/ToddWenning Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:24] What is Ecolab ..read more

Welcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors, geopolitical risks, oil & energy shortages and follow up to September 2024 ramblings on probabilities. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus [2:29] Being in the room with good investors [6:35] Geopolitical risks [11:16] Oil/energy shortage [15:06] Follow up to September 2024 ramblings on probabilities Episode sponsor: Tegus If y ..read more

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN), an international retailer of world leading luxury watch brands with a growing complement of luxury jewelry brands. For more information about Plural Invest, please visit: https://www.pluralinvesting.com/ Plural Investing write up on $WOSG: https://www.pluralinvesting.com/research Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:26] What is The Watches of Switzerland Group and why is it so interesting? [5:52] What is Chris seeing ..read more

Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN), an automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil change, maintenance and car wash To see the full DRVN deck, see: https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:05] What is Dr ..read more

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/ First appearance on $CROX: https://www.youtube.com/watch?v=hzYLXDJZIaE Podcast on $MGNI with Dan Day: https://www.youtube.com/watch?v=we2o8Jw7Hno Ryan O'Connor's piece on $MGNI: https://www.crossroadscap.io/documents/trust-busting-update Chapters: [0:00] Introductio ..read more

Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapters: [0:00] Introduction + Episode sponsor: Ycharts [1:51] Alex Feng, Jason Quan and Rome Capital's backgrounds [3:15] Overview of Samsonite and why it's interesting to Alex and Jason [6:00] What is the average market participant missing with Samsonite ..read more

Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's first appearance on YAVP: https://www.youtube.com/watch?v=DF0uGS4swLM Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:31] Where we are in the overall coal market [4:38] Coal for AI overview [12:18] Overall supply/demand for Metallurgical "me ..read more