Yet Another Value Podcast
Andrew Walker
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.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
Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
Episodes
Mentioned books
16 snips
Apr 17, 2024 • 46min
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR
Scott Miller, CIO of Greenhaven Road, discusses PAR Technologies, highlighting growth potential beyond point of sale, recent acquisitions, and competition. Topics include Burger King win, cloud-based vs traditional POS, growth runway, and execution risks.
Apr 12, 2024 • 1h 9min
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining
CFO of TeraWulf Inc., Patrick Fleury, discusses Bitcoin mining, ROI, hash rate, halving, power costs, economies of scale, valuation, M&A, international expansion, and capital allocation in this insightful podcast episode.
Apr 8, 2024 • 1h 26min
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches
Devin LaSarre, founder of Invariant Newsletter, discusses Haypp Group focusing on nicotine pouches. Topics include market demand for alternatives to smoking, investment thesis for Haypp, differentiation strategies, challenges in marketing, customer acquisition costs, and regulatory obstacles in online nicotine sales.
Apr 2, 2024 • 41min
Chris DeMuth's State of the Markets March 2024
Financial expert Chris DeMuth talks about meme stocks, $DJT, speculation in the market, small caps, crypto, bitcoin halving, and SBF sentencing in this insightful podcast. The episode also discusses Santangel's Review sponsorship and highlights unique Cap Intro Roundtables for fund managers and allocators.
Mar 27, 2024 • 1h 15min
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Lake Cornelia Research's Judd Arnold discusses the MiX Telematics and Powerfleet merger, diving into reasons for interest, pushback on the bull case, switching costs, open vs. closed systems, management incentives and vision post-deal, thoughtful pushback on thesis, merger background, and reasons for publishing detailed notes.
Mar 26, 2024 • 1h 10min
Matt Warder shares state of the coal markets + $AMR $HCC
Matt Warder, expert in coal markets, discusses high-level thoughts on coal, regulation impact, 'greening' of metallurgical coal, $AMR, $HCC, and upcoming election's effect on coal investments. Topics include Biden admin on coal, global cost curve for metallurgical coal, and valuations of $HCC and $AMR.
Mar 21, 2024 • 1h 9min
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Exploring Avantor as a key player in life sciences sector, discussing VWR acquisition and embeddedness in lab solutions, dissecting healthcare industry post-pandemic, and comparing AVTR with Thermo Fisher & Danaher for investment choices and risk assessment
8 snips
Mar 18, 2024 • 1h 5min
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Derek Pilecki discusses financial sector trends, Western Alliance Bancorporation, Capital One, regulatory environment impact, election effects on banks, Robinhood, Fannie's and Freddie's, buybacks insights, and why banks are viewed as below average businesses.
Mar 14, 2024 • 1h 2min
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Chris Waller from Plural Investing discusses TerraVest Industries Inc., highlighting its unique business model, propane tank industry, cost-saving strategies, and management efficiency. The podcast explores the underfollowed nature of TerraVest, its growth potential through acquisitions, and the importance of capital allocation and management in driving long-term success.
11 snips
Mar 11, 2024 • 1h 1min
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Speedwell Research's Drew Cohen discusses Constellation Software's unique acquisition strategy, capital allocation decisions, and potential risks like AI. They explore the company's culture, operational synergies, and ownership structures, comparing it to Berkshire Hathaway. The podcast also touches on favorite write-ups and quick thoughts on $RH.
