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

<ul><li>ACMR is a wafer fabrication equipment company that sells tools to semiconductor fabrication plants</li><li>The company operates in a sector dominated by oligopolies with strong competitive advantages</li><li>The symbiotic relationship between FABS and WFE makers creates barriers to entry for new competitors, providing long-term stability for the industry and companies like ACMR.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

ACMR is a wafer fabrication equipment company that sells tools to semiconductor fabrication plantsThe company operates in a sector dominated by oligopolies with strong competitive advantagesThe symbiotic relationship between FABS and WFE makers creates barriers to entry for new competitors, providing long-term stability for the industry and companies like ACMR.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

United States

ACM Research, Inc. develops wet processing technology. The Company produces equipment for a range of applications in integrated circuits and wafer level packaging, as well as offers coating, developer, wet stripping, scrubber, and plating systems. ACM Research serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

ACM Research (ACMR US)

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

In-depth expert insights reveal unique consumer behavior, making companies like ACMR an intriguing long-term investment opportunity in the...

Yet Another Value Podcast

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)