INSIGHT PROVIDER
Yet Another Value Podcast

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

38
Insights
20.0k
Views
6
Followers
Equities

Top Sectors

Consumer Discretionary
32%
Information Technology
21%
Industrials
11%
Energy
11%
Materials
8%
Real Estate
5%
Financials
5%
Health Care
5%
Consumer Staples
3%

Top Verticals

Equity Bottom-Up
84%
Event-Driven
11%
Thematic (Sector/Industry)
5%

Top Entities

Remitly Global
2
AT&T
1
NVIDIA Corp
1
Western Digital
1
Molina Healthcare
1
Echostar Corp A
1
Oracle Corp
1
United Natural Foods
1
Crocs Inc
1
New Oriental Education & Techn
1

Top Countries

United States
57.5%
Canada
12.5%
United Kingdom
7.5%
Australia
5%
China
5%
France
2.5%
Japan
2.5%
Netherlands
2.5%
Switzerland
2.5%
Luxembourg
2.5%
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