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

Yet Another Value Podcast

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

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

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

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

Lagardere SCA

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