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

Driven Brands Holdings  / Equity Bottom-Up

<ul><li>Tigus provides a clear view of industries and companies for research</li><li>Kyle Mowry discusses Driven Brands as a complex but interesting investment</li><li>Driven Brands offers a combination of private equity control and public market liquidity, leading to potential mispricing and alpha opportunity</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>

Tigus provides a clear view of industries and companies for researchKyle Mowry discusses Driven Brands as a complex but interesting investmentDriven Brands offers a combination of private equity control and public market liquidity, leading to potential mispricing and alpha opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis