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

Driven Brands Holdings  / Equity Bottom-Up

Driven Brands Holdings Inc. provides automotive services. The Company offers paint, collision, glass, vehicle repair, oil change, maintenance, and car wash services. Driven Brands Holdings serves customers in the United States.

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

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

Crocs, Inc. designs and manufactures shoes.  The Company produces soft, lightweight, non-marking, slip- and odor-resistant shoes made of closed-cell resin material.  Crocs manufactures men's, women's, and children's shoes and markets them to retail chains.

<ul><li>Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued success</li><li>Andrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovation</li><li>Mitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued successAndrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovationMitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Dowlais Group PLC operates as an engineering specialist. The Company offers automotive drive systems, powder metallurgy, and metal hydride technology solutions. Dowlais Group serves clients in the United Kingdom.

<ul><li>Dowlais is a UK-listed auto parts business worth 820 million GBP with a core business in GKN auto and the non-core business in GKN powder Metallurgy.</li><li>The company was spun off from Melrose Industries in 2020 and is currently undergoing a strategic review to potentially sell off the powder Metallurgy business, which could be worth over 1 billion GBP.</li><li>Dowlais's core auto business is a global market leader in auto components and the potential sale of the powder Metallurgy business could exceed the company's current market cap.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dowlais is a UK-listed auto parts business worth 820 million GBP with a core business in GKN auto and the non-core business in GKN powder Metallurgy.The company was spun off from Melrose Industries in 2020 and is currently undergoing a strategic review to potentially sell off the powder Metallurgy business, which could be worth over 1 billion GBP.Dowlais's core auto business is a global market leader in auto components and the potential sale of the powder Metallurgy business could exceed the company's current market cap.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Value Situations' Conor Maguire on Why Strategic Review at Dowlais $DWL.L Indicates a Live Catalyst

Remitly Global Inc provides financial services. The Company offers online money transer and payment solutions. Remitly Global serves customers worldwide.

<ul><li>Remitly is a digital international money transfer company competing with traditional providers like Western Union and MoneyGram.</li><li>Mario Sabelli sees Remitly as potentially becoming the "booking.com of the digital remittance space."</li><li>He believes Remitly is well-positioned to dominate the market due to its scale and competitive advantages over legacy competitors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Remitly is a digital international money transfer company competing with traditional providers like Western Union and MoneyGram.Mario Sabelli sees Remitly as potentially becoming the "booking.com of the digital remittance space."He believes Remitly is well-positioned to dominate the market due to its scale and competitive advantages over legacy competitors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

Red Cat Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides distributed data storage, analytics, and services for the drone industry. Red Cat Holdings offers black box drone flight recorder and distributed system with security and encryption.

<ul><li>Paul Cerro, founder of the Cedar Grove Empire, discusses his investment in Redcat Holdings</li><li>Redcat is a US-based drone manufacturer specializing in unmanned drones for military purposes</li><li>Redcat is poised to potentially win a lucrative US Army contract, driving significant upside potential</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Cerro, founder of the Cedar Grove Empire, discusses his investment in Redcat HoldingsRedcat is a US-based drone manufacturer specializing in unmanned drones for military purposesRedcat is poised to potentially win a lucrative US Army contract, driving significant upside potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

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

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

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

Tigus provides valuable insights on companies like Driven Brands, which is steady and tied to miles driven, potentially offering mispricing...

Yet Another Value Podcast

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Andrew welcomes Mitchell back to the podcast to discuss the success of Crocs stock, which has seen a 30-40% increase in value and is believed to be...

Yet Another Value Podcast

Value Situations' Conor Maguire on Why Strategic Review at Dowlais $DWL.L Indicates a Live Catalyst

Tigus offers in-depth industry and company analysis through their research platform, providing valuable insights and a crystal clear view of...

Yet Another Value Podcast

Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

Overall, Tigus provides valuable insights into companies like Remitly and highlights their potential for success in the digital remittance market.

Yet Another Value Podcast

Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

Paul Cerro, founder of the Cedar Grove Empire, discusses potential investment opportunity in Redcat, a US unmanned drone manufacturer competing for...

Yet Another Value Podcast