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>Institutional investors are turning to AI to analyze SEC filings and earnings call transcripts, with Fintool offering a quicker and more efficient solution.</li><li>The biography of Larry Ellison, focusing on Oracle during the dot com crisis, provides insight into Ellison's leadership style and business strategies.</li><li>Despite some mixed feelings about Oracle and Ellison's personality, his vision for the future of computing, such as using commodity hardware and smartphones, has proven to be accurate in hindsight.</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>

Institutional investors are turning to AI to analyze SEC filings and earnings call transcripts, with Fintool offering a quicker and more efficient solution.The biography of Larry Ellison, focusing on Oracle during the dot com crisis, provides insight into Ellison's leadership style and business strategies.Despite some mixed feelings about Oracle and Ellison's personality, his vision for the future of computing, such as using commodity hardware and smartphones, has proven to be accurate in hindsight.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

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>Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).</li><li>The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.</li><li>On the positive side, Oracle has demonstrated robust growth across its cloud offerings.</li></ul>

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.On the positive side, Oracle has demonstrated robust growth across its cloud offerings.

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

<ul><li>Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.</li><li>On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.</li><li>This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.</li></ul>

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

<ul><li>Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in their cloud services segment.</li><li>Total revenue reached $14.1 billion, reflecting a 9% increase from the previous year, while non-GAAP earnings per share were reported at $1.47, marking a 10% growth year-over-year.</li><li>Such results slightly surpassed expectations, given the challenging currency fluctuations owing to a strengthening U.S. dollar.</li></ul>

Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in their cloud services segment.Total revenue reached $14.1 billion, reflecting a 9% increase from the previous year, while non-GAAP earnings per share were reported at $1.47, marking a 10% growth year-over-year.Such results slightly surpassed expectations, given the challenging currency fluctuations owing to a strengthening U.S. dollar.

Oracle’s Astonishing SaaS Expansion Promises to Catapult Stock Prices! - Major Drivers

US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

US IPOs and Secondary Offerings

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

IPOs and Secondary Offerings

Equity Capital Markets

<ul>
<li>One of the most anticipated IPOs of 2025 has officially filed its S-1 -- CoreWeave (CRWV US) . </li>
<li>Their revenue was $16 million, $229 million, and $1.9 billion for the years ended December 31, 2022, 2023, and 2024, respectively, representing year-over-year growth of 1,346% and 737%, respectively.</li>
<li>According to sources, the debut on CoreWeave Inc. is tentatively scheduled for the last week of March.</li>
</ul>


One of the most anticipated IPOs of 2025 has officially filed its S-1 -- CoreWeave (CRWV US) . 
Their revenue was $16 million, $229 million, and $1.9 billion for the years ended December 31, 2022, 2023, and 2024, respectively, representing year-over-year growth of 1,346% and 737%, respectively.
According to sources, the debut on CoreWeave Inc. is tentatively scheduled for the last week of March.


CoreWeave Inc. IPO (CRWV): Peeking at the Prospectus of Cloud Platform Managing AI Infrastructure

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Fintool streamlines analysis of SEC filings and transcripts, Larry Ellison's biography "Softwar" explores his focus on technology and Oracle's...

Yet Another Value Podcast

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue...

Baptista Research

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance,...

Baptista Research

Oracle’s Astonishing SaaS Expansion Promises to Catapult Stock Prices! - Major Drivers

Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in...

Baptista Research

CoreWeave Inc. IPO (CRWV): Peeking at the Prospectus of Cloud Platform Managing AI Infrastructure

CoreWeave (CRWV US) files for IPO with impressive revenue growth and a debut expected in March. This article outlines key takeaways from the...

IPO Boutique

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Fintool streamlines analysis of SEC filings and transcripts, Larry Ellison's biography "Softwar" explores his focus on technology and Oracle's...

Yet Another Value Podcast

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue...

Baptista Research

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance,...

Baptista Research

Oracle’s Astonishing SaaS Expansion Promises to Catapult Stock Prices! - Major Drivers

Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in...

Baptista Research

CoreWeave Inc. IPO (CRWV): Peeking at the Prospectus of Cloud Platform Managing AI Infrastructure

​CoreWeave (CRWV US) files for IPO with impressive revenue growth and a debut expected in March. This article outlines key takeaways from the...

IPO Boutique

CoreWeave (CRWV US) files for IPO with impressive revenue growth and a debut expected in March. This article outlines key takeaways from the...