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

PAR Technology Corporation provides professional services and enterprise intelligence software.  The Company develops, markets, and supports software products and supplies point-of-sale systems to the quick service restaurant market.  PAR Technology also provides computer based system design and engineering services.

<ul><li>Interview with Scott Miller, CIO at Greenhaven discussing Par technologies and recent developments</li><li>Par technologies is a stable point of sale software company focused on food services industry</li><li>Company has shown strong progress in organic growth and acquisitions, with potential for further upside in the stock market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Interview with Scott Miller, CIO at Greenhaven discussing Par technologies and recent developmentsPar technologies is a stable point of sale software company focused on food services industryCompany has shown strong progress in organic growth and acquisitions, with potential for further upside in the stock marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

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.

<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

Constellation Software / Equity Bottom-Up

Constellation Software Inc is a software holding company.  The Company acquires mission-critical, vertical market software companies, and helps them to grow.

<ul><li>Host Andrew Walker welcomes Drew Cohen from Speedwell Research onto the podcast to discuss Constellation Software.</li><li>Constellation Software is a holding company founded in 1995 by Mark Leonard, known for acquiring small, niche vertical market software companies at low multiples.</li><li>Constellation Software now has 750-1000 software companies under its umbrella, generating around 8 billion in revenue and 1.1 billion in free cash flow.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Host Andrew Walker welcomes Drew Cohen from Speedwell Research onto the podcast to discuss Constellation Software.Constellation Software is a holding company founded in 1995 by Mark Leonard, known for acquiring small, niche vertical market software companies at low multiples.Constellation Software now has 750-1000 software companies under its umbrella, generating around 8 billion in revenue and 1.1 billion in free cash flow.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

The Gym Group PLC is a nationwide operator of low cost, 24/7 gyms. The Company's sites throughout the United Kingdom offer equipment for solo use, as well as a variety of classes to members.

<ul><li>Gym Group is a low-cost gym chain based in the UK, with 230 gyms and trading at six times EBITDA.</li><li>The company hit a rough patch during COVID but is expected to improve with new management and the ramp up of new gyms.</li><li>Public markets may be mispricing the sector due to potential earnings, energy cost normalization, and growth opportunities in the European market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gym Group is a low-cost gym chain based in the UK, with 230 gyms and trading at six times EBITDA.The company hit a rough patch during COVID but is expected to improve with new management and the ramp up of new gyms.Public markets may be mispricing the sector due to potential earnings, energy cost normalization, and growth opportunities in the European market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Oxy Capital's Pedro Sousa Thesis on High Quality, Low Cost Gym Facilities in the UK $GYM.L

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

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

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

Scott Miller, CIO at Greenhaven, discusses the positive progress and potential of Par Technologies, a stable point of sale software provider for...

Yet Another Value Podcast

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

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

- Andrew Walker and guest Drew Cohen discuss how Constellation Software has grown from its founding in 1995 to become a major player in the...

Yet Another Value Podcast

Oxy Capital's Pedro Sousa Thesis on High Quality, Low Cost Gym Facilities in the UK $GYM.L

Gym Group is the second largest gym chain in the UK behind Pure Gym with 230 gyms, and the company trades at six times EBITDA with a $24-26 million...

Yet Another Value Podcast