Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

Philosophy Capital's Jacob Rubin on legacy br...

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The (Working) Theory of Weird Markets

In this solo episode of Yet Another Value Podcast, host Andrew Walker introduces and unpacks his evolving investment concept: the Theory of Weird Markets. Andrew uses analogies from sports, AI, and Rubik’s Cube competitions to argue that traditional strategies in investing are in ...  Show more

Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA

Jon Boyar of Boyar Research for an (almost) annual discussion on the “Forgotten 40” — a curated list of 40 overlooked, value-oriented stocks. Jon outlines major 2025 themes including SMID caps and financials, before diving into deep valuations and sale potential for the Atlanta B ...  Show more

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