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>Paul Cerro, founder of the Cedar Grove Empire, discusses his investment in Redcat Holdings</li><li>Redcat is a US-based drone manufacturer specializing in unmanned drones for military purposes</li><li>Redcat is poised to potentially win a lucrative US Army contract, driving significant upside potential</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>

Paul Cerro, founder of the Cedar Grove Empire, discusses his investment in Redcat HoldingsRedcat is a US-based drone manufacturer specializing in unmanned drones for military purposesRedcat is poised to potentially win a lucrative US Army contract, driving significant upside potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Microstrategy Inc Cl A / Technical Analysis

<ul>
<li>In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common</li>
<li>And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers</li>
<li>The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area</li>
</ul>


In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common
And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers
The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area


Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

United States

Red Cat Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides distributed data storage, analytics, and services for the drone industry. Red Cat Holdings offers black box drone flight recorder and distributed system with security and encryption.

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Red Cat Holdings (RCAT US)

Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract

Paul Cerro, founder of the Cedar Grove Empire, discusses potential investment opportunity in Redcat, a US unmanned drone manufacturer competing for...

Yet Another Value Podcast

Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

Major Low Likely in Place on $SPX; Bullish Outlook Intact if Above 5500-5600. 5670-5718 is short-term gap support; Power in hands of bulls if...

Vermilion Research

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