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	Podcast:		Yet Another Value Podcast
	Episode:		Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
	Category:		Business
	Duration:		00:46:26
	Publish Date:		2021-09-10 12:00:00
	Description:		Jeff Moore and Thomas Braziel discuss their new position in AAMC. AAMC is an illiquid microcap, which significantly increases its risk, but Jeff and Thomas think the company is likely to have a successful settlement of their preferred stock. After settlement, AAMC should have net cash per share in excess of today's share price, and then the company could make a significantly accrettive acquisition. Jeff's original tweet on AAMC: https://twitter.com/ragnarisapirate/status/1433519100152721412?s=20 Jeff's YAVP first appearance on THRY: https://youtu.be/196QthwtDMk Thomas's first YAVP appearance on GOED: https://youtu.be/eKnnl7AaMMA Chapters 0:00 Intro 1:30 AAMC overview 6:40 Some extra AAMC goodies 7:25 Why will Luxor settle their prefs? 11:40 Bill Erbey's background 16:15 Discussing a potential crypto acquisition 23:10 How a crypto transaction could rhyme with SPRT 28:00 Discussing a fix and flip 34:55 Other possible deals 36:55 The longshot Erbey / Blackrock lawsuit 41:55 AAMC's cash burn 43:30 Could AAMC's new execs reinforce the potential upside here? 45:00 Closing thoughts
	Total Play:		0