VALUE Cville
Value Cville
The podcast is designed as a platform for our members to share ideas and perspectives with the broader investing community.
Episodes
Mentioned books
Sep 12, 2025 • 35min
Episode 4 - Calgary Leveen Part 1
In this episode, Jeff and Donnie sit down with Calgary Leveen of Anhinga Investment Partners for a deep dive into the investment thesis behind NextNav. They unpack the regulatory landscape, explore the future of GPS backup systems, and discuss what it all means for investors navigating the evolving world of positioning technology.Docket 24-240 WTB and OET Seek Comment on NextNav Petition for Rulemaking Docket 25-110 Promoting the Development of Positioning, Navigation, and Timing Technologies and Solutions Latest Ex Parte filing with NextNav presentation attached
Sep 3, 2025 • 32min
Episode 3 - Jeremy Deal Part 2
This episode dives into the intricacies of volatility and position sizing within guerrilla portfolio management. Discover how the power law distribution not only shapes economic and investing outcomes but also influences the decisions that steer our lives.
Aug 27, 2025 • 26min
Episode 2 - Jeremy Deal Part 1
Join us for our first interview with Jeremy Deal of JDP Capital where we discuss gorillas in the market.
Aug 27, 2025 • 9min
Episode 1 - Introductions
We’re kicking things off with an introduction to our hosts and a taste of what’s to come—real conversations and fresh perspectives from a community of value investors.
