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>Terravest is a Canadian company with a market cap of about a billion dollars, trading on the Toronto Stock Exchange.</li><li>The company follows a roll-up strategy of acquiring, restructuring, and operating businesses in industries such as storage tanks and pressure vessels.</li><li>Terravest's management team has a significant portion of their net worth invested in the stock, and the company has delivered impressive shareholder returns over the past decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Terravest is a Canadian company with a market cap of about a billion dollars, trading on the Toronto Stock Exchange.The company follows a roll-up strategy of acquiring, restructuring, and operating businesses in industries such as storage tanks and pressure vessels.Terravest's management team has a significant portion of their net worth invested in the stock, and the company has delivered impressive shareholder returns over the past decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Fundamental Analysis on Interesting Companies, Fairway Research

Fairway Research

Fundamental Analysis on Interesting Companies

In-depth fundamental analysis on interesting companies with a focus on intrinsic value

<ul><li>Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth.</li><li>Growth was driven by bouyant demand from oil &amp; gas customers both the Processing Equipment and Service segments.</li><li>Compressed Gas segment also performed well with 32% revenue growth during the quarter. </li></ul>

Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth.Growth was driven by bouyant demand from oil &amp; gas customers both the Processing Equipment and Service segments.Compressed Gas segment also performed well with 32% revenue growth during the quarter. 

TerraVest Industries (TSX: TVK)- Q2 FY2023 Review

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul><li>I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality stocks.</li><li>Although Andrew acknowledged that the title might be seen as provocative, he raised valid concerns about the potential challenges of achieving satisfactory returns in the future by investing in quality-growth-at-a-reasonable-price stocks, given their lofty valuations.</li><li>As an example, he pointed to Costco, which is presently trading at a P/E ratio of 50 despite its long-term expected growth rate only slightly surpassing that of the US GDP.</li></ul>

I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality stocks.Although Andrew acknowledged that the title might be seen as provocative, he raised valid concerns about the potential challenges of achieving satisfactory returns in the future by investing in quality-growth-at-a-reasonable-price stocks, given their lofty valuations.As an example, he pointed to Costco, which is presently trading at a P/E ratio of 50 despite its long-term expected growth rate only slightly surpassing that of the US GDP.

<ul><li>Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style of small niche companies trading at attractive free cash flow yields. </li><li>I consider both companies as alternatives to index funds, benefiting from the expertise of two exceptional capital allocators, Tom Gayner and Bruce Flatt, at no additional cost.</li><li>Over time, if my investment process proves itself as sound, the positions in Markel and Brookfield should naturally decrease in size.</li></ul>

Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style of small niche companies trading at attractive free cash flow yields. I consider both companies as alternatives to index funds, benefiting from the expertise of two exceptional capital allocators, Tom Gayner and Bruce Flatt, at no additional cost.Over time, if my investment process proves itself as sound, the positions in Markel and Brookfield should naturally decrease in size.

Canada

TerraVest Industries Inc. invests in an oil service companies. The Company, through its subsidiaries, provides well head processing equipment for the natural gas industry in Western Canada and provides well servicing to the oil and natural gas sector in south-western Saskatchewan.

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TerraVest Industries (TVK CN)

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Andrew Walker hosts a podcast with guest Chris Waller discussing Terravest, a Canadian company with a strong track record of shareholder returns...

Yet Another Value Podcast

TerraVest Industries (TSX: TVK)- Q2 FY2023 Review

Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth. Growth was driven by bouyant demand from oil & gas customers

Fairway Research

Portfolio Update: April 2024

I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...

Contrarian Cashflows

Portfolio Update: February 2024

Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style...

Contrarian Cashflows

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)