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

Secure Energy Services / Equity Bottom-Up

<ul><li>Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.</li><li>The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.</li><li>Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.</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>

Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Canada

Secure Energy Services Inc., is an energy services company that focuses on providing specialized services to upstream oil and natural gas companies operating in the Western Canadian Sedimentary Basin. The Company treats and sells crude oil and the handling of by-products associated with oil and natural gas development and production.

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Secure Energy Services (SES CN)

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

The article covers the discussion of Secure Energy Services, focusing on its workflow transformation, previous acquisitions, waste management...

Yet Another Value Podcast

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