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><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>

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 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.
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<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

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)