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

Kelly Partners Group Holdings / Equity Bottom-Up

<ul><li>Discussion about historical stocks, including Shopify, and the importance of thorough due diligence</li><li>Introduction to Kelly Partners Group, an Australian accounting rollup founded by Brett Kelly</li><li>Analysis of the market opportunity and potential alpha in investing in Kelly Partners Group</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>

Discussion about historical stocks, including Shopify, and the importance of thorough due diligenceIntroduction to Kelly Partners Group, an Australian accounting rollup founded by Brett KellyAnalysis of the market opportunity and potential alpha in investing in Kelly Partners GroupThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy