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

Secure Energy Services / Equity Bottom-Up

Secure Energy Services Inc., is an energy services company that focuses on providing specialized services to upstream oil and natural gas companies operating in the Western Canadian Sedimentary Basin. The Company treats and sells crude oil and the handling of by-products associated with oil and natural gas development and production.

<ul><li>Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.</li><li>The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.</li><li>Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Ecolab Inc. is a global provider of water, hygiene, and energy technologies and services for customers in foodservice, food processing, hospitality, healthcare, industrial, and oil and gas markets. The Company's services include water treatments, cleaning and sanitizing solutions, pest elimination, and kitchen repair and maintenance services.

<ul><li>Ecolab is a company that fights the fade and is immune to short-term disruptions.</li><li>The company's moat trend is widening, and they have strong relationships and pricing power.</li><li>Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ecolab is a company that fights the fade and is immune to short-term disruptions.The company's moat trend is widening, and they have strong relationships and pricing power.Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

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

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

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...

Yet Another Value Podcast

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,...

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