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Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

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Manage episode 472602476 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the March 2025 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: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[2:30] The market sell off

[15:45] Developing relationships with management teams

[22:02] Corporate governance and activism

[25:26] Where to live

[28:58] Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub

Today's sponsor: Daloopa

Post-earnings reports are more than just a data dump—they’re a goldmine of opportunities waiting to be unlocked. And with Daloopa, you can turn those opportunities into actionable insights.

Daloopa’s dynamic scenario-building tools integrate updated earnings data, letting you model multiple strategic outcomes, like what happens if a company revises guidance upward. And with automated sensitivity analysis, you can quickly understand the impact of key variables like cost pressures, currency fluctuations, or interest rate changes.

This means you’ll deliver more actionable insights for your clients, helping them navigate risks and seize opportunities faster. Ready to enrich your post-earnings narratives? Visit http://daloopa.com/YAV today to get started.

  continue reading

320 episodes

Artwork
iconShare
 
Manage episode 472602476 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the March 2025 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: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[2:30] The market sell off

[15:45] Developing relationships with management teams

[22:02] Corporate governance and activism

[25:26] Where to live

[28:58] Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub

Today's sponsor: Daloopa

Post-earnings reports are more than just a data dump—they’re a goldmine of opportunities waiting to be unlocked. And with Daloopa, you can turn those opportunities into actionable insights.

Daloopa’s dynamic scenario-building tools integrate updated earnings data, letting you model multiple strategic outcomes, like what happens if a company revises guidance upward. And with automated sensitivity analysis, you can quickly understand the impact of key variables like cost pressures, currency fluctuations, or interest rate changes.

This means you’ll deliver more actionable insights for your clients, helping them navigate risks and seize opportunities faster. Ready to enrich your post-earnings narratives? Visit http://daloopa.com/YAV today to get started.

  continue reading

320 episodes

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