Welcome to the July 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: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), alternative data and idea dinners.
Posts mentioned during pod:
On the stress of market melt ups: https://www.yetanothervalueblog.com/p/weekend-thoughts-the-stress-of-market
On stock prices driving narrative: https://www.yetanothervalueblog.com/p/weekend-thoughts-bonus-stock-prices
Chapters:
[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus
[2:18] Small cap performance, buybacks
[5:15] Stock price drives narrative
[8:35] CEO changes
[10:42] Due diligence on companies you don't like (i.e. don't like the product or service personally)
[16:28] Alternative data
[18:55] Idea dinners
Today's sponsor: Tegus
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