Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

Pebblebrook Hotel Trust / Equity Bottom-Up

Pebblebrook Hotel Trust is an internally managed hotel investment company that acquires and invests in hotel properties located in large United States cities, with an emphasis on major coastal markets.  The Trust may also invest in resort properties located near urban target markets and unique destination markets.

<ul><li>Insiders are selling more than buying, especially in the technology sector</li><li>Spin-offs like Western Digital and Lionsgate Studios are of interest to insiders</li><li>Public Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Insiders are selling more than buying, especially in the technology sectorSpin-offs like Western Digital and Lionsgate Studios are of interest to insidersPublic Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

InPost S.A. is an e-commerce enablement platform. InPost provides delivery services through its network of automated parcel machines, including those in the UK, as well as to-door couriers and fulfillment services to e-commerce merchants.

<ul>
<li>Inpost is a dominant force in the Polish market, with a high market share and strong financial performance.</li>
<li>The company's expansion into other European markets, while ambitious, may face challenges in achieving similar success.</li>
<li>The risk of regulatory changes and competition could impact Impost's future growth and profitability.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Inpost is a dominant force in the Polish market, with a high market share and strong financial performance.
The company's expansion into other European markets, while ambitious, may face challenges in achieving similar success.
The risk of regulatory changes and competition could impact Impost's future growth and profitability.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Asheville Capital Management's Jake Barfield on InPost's scaling moat

Event-Driven

Lagardere S.C.A. operates communications and media, and high technology businesses. The Company publishes newspapers, magazines, and books, operates radio broadcasting stations, produces movies and television programming.

<ul><li>Lagardere has two core businesses: publishing and travel retail.</li><li>Publishing business has long-term cash flow potential and growth opportunities.</li><li>Travel retail has captive audience but faces competition from airports for margins.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lagardere has two core businesses: publishing and travel retail.Publishing business has long-term cash flow potential and growth opportunities.Travel retail has captive audience but faces competition from airports for margins.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

Secure Energy Services / Equity Bottom-Up

Secure Energy Services Inc., is an energy services company that focuses on providing specialized services to upstream oil and natural gas companies operating in the Western Canadian Sedimentary Basin. The Company treats and sells crude oil and the handling of by-products associated with oil and natural gas development and production.

<ul><li>Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.</li><li>The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.</li><li>Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Ecolab Inc. is a global provider of water, hygiene, and energy technologies and services for customers in foodservice, food processing, hospitality, healthcare, industrial, and oil and gas markets. The Company's services include water treatments, cleaning and sanitizing solutions, pest elimination, and kitchen repair and maintenance services.

<ul><li>Ecolab is a company that fights the fade and is immune to short-term disruptions.</li><li>The company's moat trend is widening, and they have strong relationships and pricing power.</li><li>Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ecolab is a company that fights the fade and is immune to short-term disruptions.The company's moat trend is widening, and they have strong relationships and pricing power.Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

Yet Another Value Podcast
Yet Another Value Podcast

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...

Yet Another Value Podcast

Asheville Capital Management's Jake Barfield on InPost's scaling moat

InPost is a promising investment opportunity with a strong business model and growth potential, but faces risks and challenges as it expands...

Yet Another Value Podcast

First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

The podcast discusses Lagardere's unique investment opportunity with two core businesses, publishing and travel retail, and the potential scenarios...

Yet Another Value Podcast

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

The article covers the discussion of Secure Energy Services, focusing on its workflow transformation, previous acquisitions, waste management...

Yet Another Value Podcast

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

Overall, Ecolab is a strong company with a solid moat trend, short-term risks to watch out for, and potential opportunities in automation,...

Yet Another Value Podcast