Podcast appearances and mentions of aaron chan

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy, alternative data use, and risk management, while diving deep into market misconceptions around subprime lending, inventory valuation, and self-driving cars. Tune in for a data-rich breakdown of one of the market's most discussed turnarounds.Links:YAVP with Aaron Chan on CVNA: https://www.yetanothervalueblog.com/p/recurve-capitals-aaron-chan-on-theCAS Investment Partners - ⁠https://www.casinvestmentpartners.com/⁠Yet Another Value Blog - ⁠https://www.yetanothervalueblog.com⁠ See our legal disclaimer here: ⁠https://www.yetanothervalueblog.com/p/legal-and-disclaimer⁠_______________________________________________________[00:00] Intro to the podcast and guest, Cliff Sosin[01:38] Cliff on his podcast return[00:02:11] Cliff reflects on past public exposure[00:05:26] Cliff's focus in subprime and securitizations[00:12:17] Carvana's lending model and performance vs peers[00:24:29] Alt data, trading signals, and Carvana[00:30:58] Evolution of Carvana's operational resilience[00:34:03] What keeps Cliff up at night about Carvana [00:38:11] Risks from used car market decline[00:40:08] Potential disruption from low-cost EVs[00:47:00] Threat of autonomous vehicles[01:01:50] Stanford, Google, and Carvana[01:10:10] Tail Risks[01:13:00] Getting better with expert networks[01:18:00] My trite Cliff saying[01:19:00] What is Cliff researching now

This week on Hull on Estates, Doreen So and Aaron Chan discuss the decision of Panchyshyn v. Pietron, 2025 ONSC 2324, a case involving the Court's exercise of its inherent jurisdiction to appoint interim executors and trustees in circumstances where an estate trustee requires a temporary leave of absence for health reasons. Panchyshyn v. Pietron, 2025 ONSC 2324  

Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co. (NYSE: CVNA), the leading e-commerce platform for buying and selling used cars. For more information about Aaron Chan and Recurve Capital, please visit: https://recurvecap.com/ Carvana - Recurve's Response to Hindenburg's Short Attack (article): https://recurvecap.com/insights/carvana-recurves-response-to-hindenburgs-short-attack Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:20] What is Carvana and why are they so interesting to Aaron [5:00] What is Aaron seeing with $CVNA thesis that that the market is missing; differentiated view on CVNA [9:39] Why the volatility and addressing that fear; factors for the wild swings [16:49] Competitive analysis - why is no one copying the $CVNA model [22:44] How much of an advantage is the national level of $CVNA's exposure [26:47] Brand building / advertising [30:30] $CVNA economics [37:09] Why are so many short sellers attracted to $CVNA [52:18] What Aaron thinks would be the reason $CVNA thesis doesn't work 3-5 years from now; downside risks to thesis [57:05] Can $CVNA profitably serve rural places and discussion on valuation [1:03:50] Why isn't every used car dealer dead and final thoughts Today's sponsor: Daloopa Earnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can. Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition. Stop letting manual work slow you down. Set up a free account today by visiting daloopa.com/YAV and see how Daloopa can transform your workflow.

This week on Hull on Estates, Stuart Clark and Aaron Chan discuss the decision of Gomes v. Da Silva, 2024 ONCA 792, a case that concerns the 10-year limitation period under s. 4 of the Real Property Limitations Act. Gomes v. Da Silva, 2024 ONCA 792 (CanLII), 

This week on Hull on Estates, Natalia Angelini and Aaron Chan discuss a lawyer's responsibility to their clients in estate planning by examining the case of .

Aaron Chan returns in this episode to discuss his first year as pastor of Hope Church Mayport. Connect with Aaron and Hope Church at https://bryansamms.com/aaronchan/ Get additional show notes and resources at https://BryanSamms.com/Notes Connect with Bryan at https://BryanSamms.com/Connect Connect with Luke at https://MustIncrease.com/Luke

This week on Hull on Estates, Stuart Clark and Aaron Chan discuss a child's obligation to support their parents under s. 32 of the Family Law Act.   Links to the cases that were talked about are: L.F.D. v. X. Stravino v. Buttinelli Godwin v. Bolsco Dragulin v. Dragulin   Parental Support – A child's obligation to support their parents Contact Us: info@hullandhull.com

This week on Hull on Estates, Stuart Clark and Aaron Chan discuss the concept of insulating claims that may otherwise be statute-barred if brought within a passing of accounts with reference to the decisions of Schutz Estate (Re) 2023 ONSC 3959 and Wall v. Shaw 2018 ONCA 929. Follow us on social media: If you have any questions about an Estate matter, contact us at info@hullandhull.com.

With so many new distilleries coming online across Scotland, it's sometimes hard to keep track. But when Angus MacRaild dropped the news at the start of April about his plans for Kythe distillery, it felt like time to sit up and pay attention. Angus has teamed up with partners Jonny McMillan and Aaron Chan to bring their vision for a new distillery that produces an old-style, traditional Highland style of whisky to life – complete with a fermentation of more than two weeks, a wood-fired wash still and worm-tub condensers. In their own words, efficiency is the enemy of character when it comes to their mission. Richard Goslan caught up with both Angus and Jonny to find out more about their mission.

This week on Hull on Estates, Stuart Clark and Aaron Chan discuss the recent decision in Dors et al. v. The Public Guardian and Trustee, 2023 ONSC 1503, where the Ontario Superior Court of Justice addressed the application of the cy-pres doctrine in circumstances in which a charity ceased operations after the execution of a will. Follow us on social media:

A conversation with Aaron Chan about how God called and lead him to be a pastor. Watch this episode at https://YouTube.com/@ChurchAdvance Register for Church Advance 2023 at https://BryanSamms.com and use discount code PODCAST. Connect with Bryan at https://BryanSamms.com Connect with Aaron – aaron@rivercitybaptist.church Connect with Luke at https://MustIncrease.com

Aaron Chan returns as co-host for the last episode of the year and the final installment of the Bryan Samms Podcast to discuss Bryan's best books of 2022. Enter to win Bryan's number 1 book of the year and view a list of all recommended books at https://BryanSamms.com/BestBooks Watch this episode at https://BryanSamms.com/YouTube Register for Church Advance 2023 at https://BryanSamms.com This is the FINAL EPISODE of the Bryan Samms Podcast! The next episode will mark the official name change and launch of Church Advance with Bryan Samms! Be sure to subscribe wherever you listen to podcasts and on YouTube.

In this episode, we spoke to the Sweat Lab bros, Aaron Chan and Marc Le. Listen to their backstories, the reason they founded Sweat Labs and everything in between. 

Today, Bryan interviews his co-host, Aaron Chan, who has some exciting news to share about the upcoming church plant, HOPE Church Mayport.You can view Aaron's video and get involved by clicking here. You can reach Aaron at aaron@rivercitybaptist.church.Connect with Bryan at pastor@rivercitybaptist.church.Connect with Luke, view resources from ChurchMediaHQ, and find exclusive Bryan Samms Podcast listener discounts at https://ChurchMediaHQ.com/Bryan.

Fruit is cereal these days, so Molls dug up a BuzzFeed classic video to share with Brian. They also talk about these Cheerleader mom deep fakes and check out the teenager Rita Ora might be trying to financially ruin. Links: Pa. woman created ‘deepfake' videos to force rivals off daughter's cheerleading squad: police Nautre_Food's Nature's Cereal TikTok BuzzFeed: This Guy Tries Fruit For The First Time Ryan Schocket's Personal TikTok page Video compilation of Aaron Chan's Rita Ora TikToks I (33f) just found out that my sex life with my husband(33m) is based on a specific porn directors scenes and I'm not sure how to discuss it with him NSFW AITA For leaving in an Uber after what my husband did at the restaurant? Clips covered in the Patreon bonus: Chris D'Elia goof around on Instagram Chris D'Elia's podcast Congratulations returns Support the show and all of the shows on the Solid Listen Network by subscribing to the Patreon. We go live on Stereo a couple times a week. Follow us! Stereo.com/mollymac Stereo.com/brianbeckner Follow us on social media: Twitter/Instagram: @trendlightlypod Molly's Twitter/Instagram: @molls Brian's Twitter/Instagram: @brianbeckner Submit stories trendlightlypod@gmail.com Thank you to Whynot Jansveld and Bradley Sona for our music and Nicole Mathew, our coordinating producer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aaron Chan, head coach at Fuel Athletics and an accomplished mountain biker among many other endeavors, is someone who thrives on living life in the fast lane of athleticism and extreme sports. We talk to Aaron about his experiences with competitive cycling, riding through adversity and even how switching lanes helped him rediscover the original joy and purpose of cycling.

Aaron Chan's grandfather founded the Mon Hei Bakery to bring Chinese pastries to the burgeoning International District of Seattle with funding from investors. While the concept itself isn't new in this modern food startup world, the significance is the timing: the year was 1979. Fast forward over thirty years, and the Mon Hei Bakery was a provider of affordable and old world Chinese dumplings, hom bao, egg tarts, and mooncakes. Regulars flocked there to buy fresh snacks, and the Chan family had established themselves as active members of the community. Tragically, on Christmas Eve 2013, the building in which Mon Hei was based burned down, taking with it the legendary bakery.  Aaron joined the PeasOnMoss podcast to share his family's story about food entrepreneurship and surviving after a business tragedy. Though his parents didn't want him to go into the bakery business, he felt the call rise up in his heart after the fire and observing how his parents have struggled to understand how they can still participate in their community without a bakery. It's ultimately a story of hope, and it's a unique perspective of food business operations from a family business. 

What do you do when you don't fit in? Dr Dominique Phang, a mother of two, and Aaron Chan, help us understand how church can be more inclusive, more Ohana.

It's happening! After getting a haircut at Kings Domain Barber Shop, we headed across the road to the Joey Scandizzo Salon where Australia's best colourist, Rachel Vitullo, and Queen Gronk, Gemma Watts join us live to run us through how Mr. 97's hair will be bleached. On today's episode of The Daily Talk Show we discuss: Going blonde vs bleaching Day 1 bleach vs day 90 Josh's hair maintenance questions Weird coffee orders Interacting with clients Mystery shoppers Massive, Massive thank you to: Gemma: https://www.instagram.com/gemkwatts Rachel Vitullo: http://www.rachelvitullo.com.au/ Joey Scandizzo Salon: https://www.instagram.com/joeyscandizzosalon/ Kings Domain Barber Shop: https://www.instagram.com/kingsdomainbarbers Aaron Chan: https://www.instagram.com/aaronchan_kingsdomain Indianna from Simply Social MGT: https://www.simplysocialmgt.com.au/ Hayden Dib https://www.instagram.com/haydendib Karen Tho: https://www.instagram.com/karen.tho Subscribe and listen to The Daily Talk Show podcast at https://www.thedailytalkshow.com/ Email us: hi@thedailytalkshow.com Send us mail: PO BOX 400, Abbotsford VIC 3067 A conversation sometimes worth recording with mates Tommy Jackett & Josh Janssen. Each weekday, Tommy & Josh chat about life, creativity, business and relationships — big questions and banter. Regularly visited by guests and friends of the show! This is The Daily Talk Show. This podcast is produced by BIG MEDIA COMPANY. Find out more at https://bigmediacompany.com/

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception. We also say farewell to Aaron Chan, our co-host, as he departs Real Vision to continue his career in finance. In “Things I Got Wrong”, we speak with Josh Crumb, Co-founder of Goldmoney Inc., who shares the mistake he made diverging from the “long-term greedy” perspective. Learn more about your ad choices. Visit megaphone.fm/adchoices