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Yet Another Value Podcast
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Announcing Yet Another Value Podcast

0 min•29 juli 2020

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.

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$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
•50 min
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
•52 min
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
•48 min
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
•1 tim 1 min
August 2026 Random Ramblings
•23 min
Management interviews: the most underdeveloped skill in investing | Ross O'Toole
•49 min
July 2026 Random Ramblings
•28 min
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
•54 min
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
•1 tim 1 min
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
•58 min

Yet Another Value Podcast med Andrew Walker finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.