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

Event-Driven

ESR Group Limited operates as an integrated logistics real estate platform. The Company provides real estate private equity fund management, real estate investment trust, and other services. ESR Group conducts businesses in China, Japan, South Korea, Australia, Singapore, India, New Zealand, and other countries.

<ul>
<li>Andrew Walker hosts the podcast and introduces John Haskell, CIO at Ulta Global Management</li>
<li>Ulta Global focuses on international public real estate investing, particularly in emerging markets</li>
<li>Despite negative perception and underperformance in emerging markets, there are opportunities for value investing in international real estate</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Andrew Walker hosts the podcast and introduces John Haskell, CIO at Ulta Global Management
Ulta Global focuses on international public real estate investing, particularly in emerging markets
Despite negative perception and underperformance in emerging markets, there are opportunities for value investing in international real estate

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

Atla Global Management's John Haskell on International Real Estate + ESR Group Thesis $1821.HK

Equity Bottom-Up

Valvoline Inc. manufactures and distributes automotive lubricants and chemicals. The Company offers motor oil, additives, antifreeze, brake fluid, and grease products. Valvoline also owns the oil change and express care chains of car repair centers.

<ul><li>Valvoline is a vehicle service center focused on quick lube and basic maintenance services.</li><li>They have a new focus as a pure play company after divesting their global products business in 2023.</li><li>The team pitched Valvoline with a price target of $84, representing a 95% price upside and 22% IRR.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Valvoline is a vehicle service center focused on quick lube and basic maintenance services.They have a new focus as a pure play company after divesting their global products business in 2023.The team pitched Valvoline with a price target of $84, representing a 95% price upside and 22% IRR.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

PAR Technology Corporation provides professional services and enterprise intelligence software.  The Company develops, markets, and supports software products and supplies point-of-sale systems to the quick service restaurant market.  PAR Technology also provides computer based system design and engineering services.

<ul><li>Interview with Scott Miller, CIO at Greenhaven discussing Par technologies and recent developments</li><li>Par technologies is a stable point of sale software company focused on food services industry</li><li>Company has shown strong progress in organic growth and acquisitions, with potential for further upside in the stock market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Interview with Scott Miller, CIO at Greenhaven discussing Par technologies and recent developmentsPar technologies is a stable point of sale software company focused on food services industryCompany has shown strong progress in organic growth and acquisitions, with potential for further upside in the stock marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

TerraVest Industries Inc. invests in an oil service companies. The Company, through its subsidiaries, provides well head processing equipment for the natural gas industry in Western Canada and provides well servicing to the oil and natural gas sector in south-western Saskatchewan.

<ul><li>Terravest is a Canadian company with a market cap of about a billion dollars, trading on the Toronto Stock Exchange.</li><li>The company follows a roll-up strategy of acquiring, restructuring, and operating businesses in industries such as storage tanks and pressure vessels.</li><li>Terravest's management team has a significant portion of their net worth invested in the stock, and the company has delivered impressive shareholder returns over the past decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Terravest is a Canadian company with a market cap of about a billion dollars, trading on the Toronto Stock Exchange.The company follows a roll-up strategy of acquiring, restructuring, and operating businesses in industries such as storage tanks and pressure vessels.Terravest's management team has a significant portion of their net worth invested in the stock, and the company has delivered impressive shareholder returns over the past decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Constellation Software / Equity Bottom-Up

Constellation Software Inc is a software holding company.  The Company acquires mission-critical, vertical market software companies, and helps them to grow.

<ul><li>Host Andrew Walker welcomes Drew Cohen from Speedwell Research onto the podcast to discuss Constellation Software.</li><li>Constellation Software is a holding company founded in 1995 by Mark Leonard, known for acquiring small, niche vertical market software companies at low multiples.</li><li>Constellation Software now has 750-1000 software companies under its umbrella, generating around 8 billion in revenue and 1.1 billion in free cash flow.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Host Andrew Walker welcomes Drew Cohen from Speedwell Research onto the podcast to discuss Constellation Software.Constellation Software is a holding company founded in 1995 by Mark Leonard, known for acquiring small, niche vertical market software companies at low multiples.Constellation Software now has 750-1000 software companies under its umbrella, generating around 8 billion in revenue and 1.1 billion in free cash flow.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO