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

Thematic (Sector/Industry)

<ul><li>The Forgotten 40 list includes 40 thoroughly researched stock ideas published annually by Long-term patient investors, with a focus on three to five-year time horizons.</li><li>Key themes in the Forgotten 40 stocks for the year include potential increase in M&amp;A activity and bullish outlook on financials, with a focus on small to mid-cap companies and insurance companies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Forgotten 40 list includes 40 thoroughly researched stock ideas published annually by Long-term patient investors, with a focus on three to five-year time horizons.Key themes in the Forgotten 40 stocks for the year include potential increase in M&amp;A activity and bullish outlook on financials, with a focus on small to mid-cap companies and insurance companies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased friction over US-China trade issues; b) more intemperate words or actions from the new US administration regarding Taiwan's political status; c) China more aggressively pursuing various territorial claims in the region (South China Sea, Senkaku Islands). One likely victim of rising tensions between the US and China is tourism between the two countries…

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased friction over US-China trade issues; b) more intemperate words or actions from the new US administration regarding Taiwan's political status; c) China more aggressively pursuing various territorial claims in the region (South China Sea, Senkaku Islands). One likely victim of rising tensions between the US and China is tourism between the two countries…

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city named Obama, and Indonesia was touting how he spent his childhood years there. Of course, Trump is anything but conventional, and neither was his inauguration. Jen here was watching the TV, and mentioned that there were protests in Mexico and Germany about his rise to power...hardly the way to welcome the world's most powerful man. At least, the people…

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city named Obama, and Indonesia was touting how he spent his childhood years there. Of course, Trump is anything but conventional, and neither was his inauguration. Jen here was watching the TV, and mentioned that there were protests in Mexico and Germany about his rise to power...hardly the way to welcome the world's most powerful man. At least, the people…

United States

Atlanta Braves Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, owns the Atlanta Braves Major League Baseball club and the associated mixed-use development projects. Atlanta Braves Holdings develops a mixed-use complex that features retail, residential, office, hotel, and entertainment facilities.

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

Atlanta Braves Holdings Inc (BATRK US)

Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA

Institutional grade financial platform Fiscal AI provides instant access to financials and earnings transcripts with speed, depth, and ease of use,...

Yet Another Value Podcast

The Transcript 05.10.21: Pent-up Demand

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...

The Transcript

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...

Euromonitor International Ltd.

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...

Daniel Hellberg

Geopolitics, Trump, & Thailand

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)