INSIGHT PROVIDER
Yet Another Value Podcast

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

18
Insights
7.1k
Views
5
Followers
Equities
Refresh
23 Dec 2024 14:22Podcast

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...

bullishInpost
10 Dec 2024 13:21Podcast

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...

bullishLagardere SCA
25 Nov 2024 14:17Podcast

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...

18 Nov 2024 12:27Podcast

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...

bullishEcolab Inc
10 Nov 2024 12:45Podcast

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,...

x