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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Estimated from 8 chart positions in 8 markets.
By chart position
- 🇨🇦CA · Investing#1855K to 30K
- 🇩🇪DE · Investing#1885K to 30K
- 🇪🇸ES · Investing#1021K to 10K
- 🇸🇪SE · Investing#1331K to 10K
- 🇩🇰DK · Investing#160500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
7K to 46K🎙 ~2x weekly·389 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
14K to 92K🇨🇦33%🇩🇪33%🇪🇸11%+5 more - Active Followers
Loyal subscribers who consistently listen
5.6K to 37K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 21 epsHost
Recent guests
Recent episodes
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
Jun 21, 2026
Unknown duration
Alex Roepers on two deep-value special situations: $DCH and $NOMD
Jun 15, 2026
Unknown duration
Adam May on $ABVX's blowout data and subsequent stock crash
Jun 10, 2026
1h 13m 00s
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
Jun 4, 2026
52m 28s
May 2026 Random Ramblings
May 31, 2026
27m 35s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/21/26 | $YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital | The market has decided YouGov ($YOU.L) is an AI loser and cut it ~50% in a year. Jonathan Cohen of Zipperline Capital thinks it's an AI winner trading at 6-7x EBITDA, with a 20-year proprietary dataset AI makes more valuable, not less. We spend the first half on the UK as an "emerging market" (corporate governance discounts, why buybacks are finally happening, and why you can never compare UK and US multiples), then go deep on YouGov: the panel, the moat, synthetic data, and why the company is cancelling its dividend to buy back stock.This episode is sponsored by my upcoming AI webinar with AlphaSense.The AI landscape has never been more crowded — or more confusing. Everyone's telling you to adopt AI, but almost nobody's asking the harder question: which tools actually give you an edge?I'm sitting down with Dave Wang of Wall Street Prompt and Ben Collins of AlphaSense to break down the modern AI stack for investors — from horizontal platforms like OpenAI and Claude to agentic workflows and finance-specific intelligence tools — and where each one actually fits in a real research process. If you're trying to build an AI-enabled workflow that sharpens your judgment rather than replacing it, you won't want to miss this.Join us on June 25th - register now: https://www.alpha-sense.com/resources/webinars/choosing-your-ai-stack-a-framework-for-institutional-investors/?utm_source=pt_YAVP&utm_medium=sponsored&utm_campaign=SWB_DG_06-25-26_IMP-GENAI_CORPFS_YAVP-AI-SolutionsChapters:00:00 Why YouGov could be the AI winner the market is misreading02:56 Why Jonathan Cohen runs a UK and Europe small/mid-cap book08:01 Why you can never compare UK and US multiples13:08 What UK analyst coverage actually tells you17:37 The shift toward UK buybacks and capital allocation22:00 The "buybacks kill liquidity" myth25:11 What YouGov really is: a proprietary data business31:19 Inside the panel: why people answer, and why retention is the moat36:52 Why the market thinks YouGov is an AI loser38:19 The bull case: why AI makes YouGov more valuable40:55 Synthetic data, and why it breaks46:28 Trust as a moat in a world of AI slop52:27 Pushback: Chegg, Wix, and the real AI losers56:51 Content businesses vs distribution businesses01:00:14 Music, media, and what compounds through disruption01:05:38 ClosingLinks:Yet Another Value Blog - https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimerProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/ | — | ||||||
| 6/15/26 | Alex Roepers on two deep-value special situations: $DCH and $NOMD | Alex Roepers of Atlantic Investment Management lays out two deeply cheap special situations: Dauch (DCH) and Nomad Foods (NOMD). In both, management is sending "dark arts" signals (an aggressive CEO payout struck well above the current price, heavy insider buying) that point to an inflection the market hasn't paid for yet. We dig into the $300M merger synergies at Dauch, the auto-cycle and leverage risk, the governance red flags, the private-label threat to Nomad's frozen-food brands, and whether the European discount on both is real or just doldrums.This episode is sponsored by AlphaSense. Join Andrew, Dave Wang of Wall Street Prompts, and Ben Collins of AlphaSense for a webinar breaking down the modern AI stack for investors: where horizontal platforms, agentic workflows, and finance-specific tools each actually fit in a real research process. Recording June 16, live June 25. Register here: https://www.alpha-sense.com/resources/webinars/choosing-your-ai-stack-a-framework-for-institutional-investors/?utm_source=pt_YAVP&utm_medium=sponsored&utm_campaign=SWB_DG_06-25-26_IMP-GENAI_CORPFS_YAVP-AI-SolutionsDisclosure: long DCH and NOMDChapters:0:00 Two cheap special situations and the "dark arts" setup1:10 Sponsor: AlphaSense and the AI-stack-for-investors webinar2:29 Alex Roepers, Atlantic Investment Management3:04 Dauch ($DCH): the GKN, Melrose and Dowlais backstory7:05 Why Atlantic made $DCH a core position at ~$69:03 The governance knock: a company named after a sub-1% CEO13:42 Dark arts: the PSU grant that only pays above $1215:11 Underwriting the $300M merger synergies18:13 Leverage, capital allocation and the path to buybacks24:42 The auto cycle and why 5x free cash flow caps the downside29:12 Nomad Foods ($NOMD): the frozen-food bull case33:14 Nomad by the numbers: 5.5x earnings, 7% yield35:39 The bear case: private label, Aldi and a new CEO39:21 Would Martin Franklin ever sell?41:22 Dividend or buyback at these levels?43:00 Is Franklin distracted by APi Group?45:27 The kitchen-sink reset and a fall investor day47:37 "Addback city": cleaning up the earnings number50:02 The European discount: real or imagined?Links:Yet Another Value Blog - https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimerProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/ | — | ||||||
| 6/10/26 | Adam May on $ABVX's blowout data and subsequent stock crash✨ | biotech data analysisstock market reaction+4 | Adam May | AbivaxRinvoq+2 | — | Abivaxulcerative colitis+7 | AlphaSense | 1h 13m 00s | |
| 6/4/26 | Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel✨ | AmadeusPershing Square Challenge+4 | — | AmadeusPershing Square Challenge+5 | JFK | AmadeusPershing Square Challenge+6 | Trata | 52m 28s | |
| 5/31/26 | May 2026 Random Ramblings✨ | market trendsAI in investing+3 | — | MicroStrategy | — | marketAI+5 | Fiscal.ai15% off | 27m 35s | |
| 5/28/26 | Pershing Square Challenge 2026 third place: Celsius $CELH✨ | energy drinksCelsius+4 | — | $CELHAlani Nu+7 | — | Celsiusenergy drinks+3 | Trata | 44m 41s | |
| 5/25/26 | Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR✨ | Baker Hughesinvestment thesis+4 | Team Baker Hughes | $BKRBaker Hughes+3 | — | Baker HughesPershing Square Challenge+5 | Trata | 46m 01s | |
| 5/22/26 | Pershing Square Challenge 2026 winners on DoorDash $DASH✨ | DoorDash growthrestaurant industry+3 | ZKElliot+1 | DoorDashWolt+2 | — | DoorDashPershing Square Challenge+5 | Trata | 57m 24s | |
| 5/19/26 | Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor✨ | closed-end fundsinvestment strategy+3 | James Elbaor | $PSUS$PS+8 | London | $PSUS$PS+7 | Fiscal.ai15% off | 1h 05m 05s | |
| 5/14/26 | $DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital✨ | Driven BrandsTake 5+4 | Kyle Mowery | Driven BrandsTake 5+2 | — | Driven BrandsTake 5+7 | — | 1h 04m 17s | |
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| 5/10/26 | $LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe✨ | stock spin-offinvestment analysis+5 | Rich Howe | Liberty GlobalZiggo+5 | — | Liberty Globalspin-off+7 | AlphaSense | 53m 41s | |
| 5/5/26 | $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel✨ | investingbiologics+4 | Leo Trudel | GLP-1sStevanato (STVN)+3 | — | StevanatoGLP-1+6 | — | 39m 21s | |
| 4/30/26 | Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT✨ | SaaS selloffmarket mispricing+5 | Deiya Pernas | $SPTPernas Research+1 | — | Sprout SocialSaaS apocalypse+5 | — | 50m 21s | |
| 4/26/26 | Chadd Garcia drills into LandBridge's value✨ | land-based royalty modelsenergy investments+3 | Chad Garcia | LandBridgeWaterBridge+2 | Permian BasinWest Texas | LandBridgeroyalty models+7 | — | 1h 01m 51s | |
| 4/23/26 | Investing in the SaaSpocalypse with Heller House's Marcelo Lima✨ | SaaSpocalypseAI disruption+5 | Marcelo Lima | Heller House CapitalSalesforce | — | SaaSAI+5 | — | 1h 06m 59s | |
| 4/19/26 | Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG✨ | DraftKingsprediction markets+4 | Tolu Bukola | DraftKingsiGaming+3 | — | DraftKingsiGaming+5 | — | 57m 31s | |
| 4/16/26 | April 2026 Random Ramblings✨ | investingSaaS companies+4 | — | Meta | — | SaaS selloffAI disruption+5 | fiscal.aiyav | 33m 26s | |
| 4/10/26 | Guinea Value's Jinshu Zhang on Fiserv $FISV✨ | payments sectorAI disruption+4 | Jingshu Zhang | Guinea ValueFiserv+3 | — | Fiservpayments+5 | — | 1h 04m 22s | |
| 4/2/26 | Avory's Sean Emory on Clear Security $YOU✨ | biometric identity platformsubscription model+5 | Sean Emory | TSA PreCheckAvory & Co+3 | airports | Clear Securitybiometric identity+8 | — | 1h 04m 13s | |
| 3/29/26 | Theravance's strategic review with Andy Summers $TBPH✨ | TheravanceYupelri+4 | Andy Summers | YupelriSummers Value+2 | — | TheravanceYupelri+5 | — | 47m 02s | |
| 3/27/26 | Night Watch's Roderick van Zuylen on Marex $MRX✨ | Marex analysisderivatives trading+5 | Roderick van Zuylen | $MRXNightwatch+3 | — | MarexRoderick van Zuylen+5 | — | 50m 01s | |
| 3/25/26 | March 2026 Random Ramblings✨ | market volatilitysoftware investing+4 | — | Yet Another Value PodcastYet Another Value Blog | — | market volatilitysoftware investing+5 | — | 27m 04s | |
| 3/23/26 | Adam May on investing in biotech $NKTR $ABVX✨ | biotech investingsmall-cap biotech+3 | Adam May | $NKTR$ABVX+1 | — | biotechinvesting+5 | — | 1h 12m 12s | |
| 3/20/26 | Chris Paryse on Ferrellgas's big conversion $FGPR | 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 structure. Chris explains how the company generated cash flow to eliminate legacy obligations and outlines a potential path toward reinstating dividends. They also discuss leverage, preferred securities, and the opportunity for valuation re-rating through relisting and improved liquidity. The episode highlights both the financial engineering aspects and the operational realities of a stable but low-growth propane business. Chris's twitter: https://x.com/CParyse86296___________________________________________________________[00:00:00] Ferrellgas situation overview[00:03:47] Business model explained simply[00:06:31] Class B conversion mechanics[00:08:38] Dilution and free float impact[00:10:49] Capital returns outlook discussed[00:11:26] Free cash flow breakdown[00:15:08] Preferred structure and leverage[00:17:41] Valuation and leverage debate[00:18:59] Relisting catalyst potential[00:20:07] Ownership and alignment concerns[00:23:24] M&A and consolidation strategy[00:30:02] Business segment deep dive[00:35:45] Commodity risk explained[00:37:54] Key catalysts summary[00:42:10] Private equity possibility discussed[00:45:03] Closing thoughts and contactLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimerProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/ | — | ||||||
| 3/14/26 | Accrued Interest's Simeon McMillan on $VSNT and the evolving media space | Simeon McMillan of Accrued Interest about the shifting media landscape and recent industry restructurings. Simeon brings experience from inside major media companies, offering a perspective on how traditional networks, streaming platforms, and sports rights are shaping valuations across the sector. The conversation examines Comcast’s Versant spin-off, the positioning of assets like Bravo and other entertainment channels, and how investors should think about cable decline versus streaming economics. Andrew and Simeon also discuss incentives behind corporate restructurings, the quality of assets being separated, and what could drive value creation or destruction. Throughout the discussion they analyze media strategy, market narratives, and how investors can interpret these evolving industry dynamics.See a replay of my AlphaSense media webinar here: https://www.alpha-sense.com/resources/webinars/paramounts-acquisition-of-wbd-and-the-reshaping-of-the-streaming-market/?utm_source=pt_YAVP&utm_medium=sponsored&utm_campaign=SWB_DG_03-10-26_IMP-GENAI_CORPFS_YAVP-Netflix-WarnerBros__________________________________________________________[00:00:00] Podcast and guest introduction[00:02:14] Simeon McMillan joins discussion[00:03:25] Guest media industry background[00:15:40] Hidden value in the golf assets[00:25:25] Future of CNBC[00:37:50] What happens in 2028[00:44:00] The future of sports rightsLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimerProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/ | — | ||||||
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Chart Positions
8 placements across 8 markets.
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8 placements across 8 markets.