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

Pebblebrook Hotel Trust / Equity Bottom-Up

<ul><li>Insiders are selling more than buying, especially in the technology sector</li><li>Spin-offs like Western Digital and Lionsgate Studios are of interest to insiders</li><li>Public Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.</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>

Insiders are selling more than buying, especially in the technology sectorSpin-offs like Western Digital and Lionsgate Studios are of interest to insidersPublic Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Airbnb, Inc. reported its financial results for the third quarter of 2024, showcasing a mixture of positives and negatives.</li><li>The company experienced continued growth in Nights and Experiences Booked, with bookings reaching 123 million, and saw a 10% increase in revenue year-over-year to $3.7 billion.</li><li>Net income stood at $1.4 billion, translating to a notable 37% net income margin.</li></ul>

Airbnb, Inc. reported its financial results for the third quarter of 2024, showcasing a mixture of positives and negatives.The company experienced continued growth in Nights and Experiences Booked, with bookings reaching 123 million, and saw a 10% increase in revenue year-over-year to $3.7 billion.Net income stood at $1.4 billion, translating to a notable 37% net income margin.

Airbnb Inc.: Expansion into New Markets As A Strategic Growth Enabler! - Major Drivers

<ul><li>Airbnb's earnings for Q2 2024 revealed both substantial achievements and challenges.</li><li>The company reported an 11% increase in revenue year-over-year, reaching $2.75 billion.</li><li>Moreover, Airbnb achieved a net income of $555 million, translating to a 20% net income margin, and generated $1 billion of free cash flow.</li></ul>

Airbnb's earnings for Q2 2024 revealed both substantial achievements and challenges.The company reported an 11% increase in revenue year-over-year, reaching $2.75 billion.Moreover, Airbnb achieved a net income of $555 million, translating to a 20% net income margin, and generated $1 billion of free cash flow.

Airbnb Inc.: Will The Enhanced International Expansion Efforts Pay Off? - Major Drivers

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>Yanolja is getting ready to complete its IPO in the US in the next several months. Softbank invested about US$1.7 billion in Yanolja in 2021.</li>
<li>The valuation of Yanolja could be between US$7 billion to US$9 billion. The company could raise nearly US$400 million in this IPO. </li>
<li>Overall, we are concerned about the valuations of Yanolja if indeed the bankers push ahead with the IPO at the valuation range of US$7 billion to US$9 billion.</li>
</ul>


Yanolja is getting ready to complete its IPO in the US in the next several months. Softbank invested about US$1.7 billion in Yanolja in 2021.
The valuation of Yanolja could be between US$7 billion to US$9 billion. The company could raise nearly US$400 million in this IPO. 
Overall, we are concerned about the valuations of Yanolja if indeed the bankers push ahead with the IPO at the valuation range of US$7 billion to US$9 billion.


<ul><li>Airbnb reported a strong start to 2024, with 133 million Nights and Experiences Booked in Q1 marking its best first quarter ever.</li><li>Revenues came in at $2.1 billion, a year-over-year growth of 18% primarily driven by the rise in travel demand and the timing of Easter.</li><li>Minus thousands of listings that failed meeting guest expectations, active listings grew by 17% YoY. Airbnb noted that supply has grown so rapidly it felt comfortable making cuts or takedowns to the supply base to consistently upgrade the quality level delivered to guests.</li></ul>

Airbnb reported a strong start to 2024, with 133 million Nights and Experiences Booked in Q1 marking its best first quarter ever.Revenues came in at $2.1 billion, a year-over-year growth of 18% primarily driven by the rise in travel demand and the timing of Easter.Minus thousands of listings that failed meeting guest expectations, active listings grew by 17% YoY. Airbnb noted that supply has grown so rapidly it felt comfortable making cuts or takedowns to the supply base to consistently upgrade the quality level delivered to guests.

Airbnb Inc.: What Are The Implications of AI in Airbnb’s Operations! - Major Drivers

United States

Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home-stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.

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Airbnb (ABNB US)

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...

Yet Another Value Podcast

Airbnb Inc.: Expansion into New Markets As A Strategic Growth Enabler! - Major Drivers

Airbnb, Inc. reported its financial results for the third quarter of 2024, showcasing a mixture of positives and negatives. The company...

Baptista Research

Airbnb Inc.: Will The Enhanced International Expansion Efforts Pay Off? - Major Drivers

Airbnb's earnings for Q2 2024 revealed both substantial achievements and challenges. The company reported an 11% increase in revenue...

Baptista Research

Initial Thoughts on the Yanolja IPO

Yanolja is getting ready to complete its IPO in the US in the next several months. The valuation could be between US$7 billion to US$9 billion....

Douglas Kim

Airbnb Inc.: What Are The Implications of AI in Airbnb’s Operations! - Major Drivers

Airbnb reported a strong start to 2024, with 133 million Nights and Experiences Booked in Q1 marking its best first quarter ever. Revenues came in...

Baptista Research

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