Yummy Century Egg's Guowei Zhang on Echostar ...

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Adam May, a physician, dermatologist, and biotech investor, about how he built an edge in small- and mid-cap biotech. Adam walks through his path from medical school investing to launching a small biotec ...  عرض المزيد

Chris Paryse breaks down Ferrellgas (FGPR), a propane distributor emerging from a complex post-bankruptcy structure. The conversation focuses on the recently completed Class B to Class A unit conversion, which significantly increases free float and simplifies the capital structur ...  عرض المزيد

ITV America CEO David George on how he's sees the US television landscape in the year ahead, from the continued commissioning squeeze to major conglomerates' spin-off of their cable networks and the impact of the creator economy; plus behind the scenes of new Harlan Coben Netflix ...  عرض المزيد

Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ...  عرض المزيد

Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a ...  عرض المزيد

What's happened to B2B SaaS – and will NVIDIA eat OpenAI's lunch? Learn the latest movements in tech startups from industry insiders.

In this week's episode, Chris, Emil and Yaniv discuss: