
Sign up to save your podcasts
Or
Welcome to the February 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: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience.
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[2:45] Libra and Argentina
[7:38] Changing your mind
[16:32] Lucky or unlucky stocks
[18:46] Hands-on research and personal experience
Today's sponsor: Alphasense
If you’re unfamiliar with AlphaSense, it’s a market intelligence platform with the world’s premier library of proprietary expert insight. For years now, I’ve used Tegus for their expert call transcript library, and with AlphaSense’s acquisition, the depth and breadth of market research content available has expanded significantly.
Why I chose AlphaSense?
Unparalleled expert insights—access 150,000+ proprietary expert transcripts, growing by 6,000 per month, covering 24,000+ public and private companies.
Comprehensive market intelligence—search 450M+ documents, including company filings, analyst research, expert interviews, and more, all connected for deeper analysis.
AI-powered research at scale—complete qualitative research 5-10x faster with advanced generative AI, delivering instant, high-confidence insights.
Start your free trial now at: https://www.alpha-sense.com/yavp/
4.6
9595 ratings
Welcome to the February 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: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience.
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[2:45] Libra and Argentina
[7:38] Changing your mind
[16:32] Lucky or unlucky stocks
[18:46] Hands-on research and personal experience
Today's sponsor: Alphasense
If you’re unfamiliar with AlphaSense, it’s a market intelligence platform with the world’s premier library of proprietary expert insight. For years now, I’ve used Tegus for their expert call transcript library, and with AlphaSense’s acquisition, the depth and breadth of market research content available has expanded significantly.
Why I chose AlphaSense?
Unparalleled expert insights—access 150,000+ proprietary expert transcripts, growing by 6,000 per month, covering 24,000+ public and private companies.
Comprehensive market intelligence—search 450M+ documents, including company filings, analyst research, expert interviews, and more, all connected for deeper analysis.
AI-powered research at scale—complete qualitative research 5-10x faster with advanced generative AI, delivering instant, high-confidence insights.
Start your free trial now at: https://www.alpha-sense.com/yavp/
3,365 Listeners
1,774 Listeners
931 Listeners
2,289 Listeners
795 Listeners
190 Listeners
362 Listeners
300 Listeners
65 Listeners
90 Listeners
395 Listeners
245 Listeners
344 Listeners
47 Listeners
271 Listeners