Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
MAR 21, 202531 MIN
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
MAR 21, 202531 MIN
Description
<p>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</p><p>Chapters:</p><p>[0:00] Introduction + Episode sponsor: Daloopa</p><p>[2:30] The market sell off</p><p>[15:45] Developing relationships with management teams</p><p>[22:02] Corporate governance and activism</p><p>[25:26] Where to live</p><p>[28:58] Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub</p><p>Today's sponsor: Daloopa</p><p>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.</p><p>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.</p><p>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 <a href="http://daloopa.com/YAV" target="_blank" rel="ugc noopener noreferrer">http://daloopa.com/YAV</a> today to get started.</p>
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Sign In![<p>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</p><p>Chapters:</p><p>[0:00] Introduction + Episode sponsor: Daloopa</p><p>[2:30] The market sell off</p><p>[15:45] Developing relationships with management teams</p><p>[22:02] Corporate governance and activism</p><p>[25:26] Where to live</p><p>[28:58] Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub</p><p>Today's sponsor: Daloopa</p><p>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.</p><p>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.</p><p>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 <a href="http://daloopa.com/YAV" target="_blank" rel="ugc noopener noreferrer">http://daloopa.com/YAV</a> today to get started.</p>](https://us-central1-podcastguru-217d6.cloudfunctions.net/gcf_get_image?image_url=https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/59/e5/14/59e514e5-67cf-2165-de6f-f74b2325f1a6/mza_833628887940046125.jpg/600x600bb.jpg&width=300&height=300&api_key=xqFmUFX5BHLBTA)
