Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

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

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>Cellebrite is a quality business in digital forensics, a market leader in the industry</li><li>Cellebrite has strong financials, including high margins, free cash flow conversion, and a bootstrap structure</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>

Cellebrite is a quality business in digital forensics, a market leader in the industryCellebrite has strong financials, including high margins, free cash flow conversion, and a bootstrap structureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Anek Capital's Orel Levy's Cellebrite Thesis $CLBT

Cellebrite DI

Anek Capital's Orel Levy's Cellebrite Thesis $CLBT