Molly Peroni
President of Yakman Asset Management and a long-term fundamental value investor who discusses portfolio holdings and investment theses across technology, energy, defense, and consumer-related businesses.
Best podcasts with Molly Peroni
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Apr 16, 2026 • 7min
MSFT & GOOGL Still Undervalued? Molly Pieroni Sees Hidden Mag 7 Value
Molly Peroni, president of Yakman Asset Management and long-term value investor, outlines why Microsoft and Alphabet contain hidden balance-sheet value. She highlights Alphabet’s deep scientific work and Waymo, and Microsoft’s cloud positioning. Molly also flags overlooked opportunities outside tech like U-Haul and discusses macro risks around rates, energy, and leverage.
