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Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
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Yet Another Value Podcast
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Joined:
23 September 2023
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bullish
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Stevanato Group
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10 May 2026 03:34
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Podcast
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Stevenato is a company that provides containment delivery systems for large pharma companies. Their customers include major pharmaceutical...
Yet Another Value Podcast
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bullish
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Sprout Social Inc
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04 May 2026 18:19
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Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
Boards of directors are overpaid, research links and Twitter thread mentioned, sponsored by AlphaSense, guest Daiya Pernas discussing Sprout...
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bullish
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DraftKings
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23 Apr 2026 13:26
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Podcast
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DraftKings is an online sports betting operator that has experienced growth but faced challenges, with its stock price declining and concerns about...
Yet Another Value Podcast
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bullish
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Clear Secure
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06 Apr 2026 14:46
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Podcast
Avory's Sean Emory on Clear Security $YOU
Clear Security is a biometric identity platform used in airports that allows members to bypass TSA lines for a fee of $200+ per year, with around...
Yet Another Value Podcast
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Versant Media Group
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17 Mar 2026 16:00
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Podcast
Accrued Interest's Simeon McMillan on $VSNT and the Evolving Media Space
Simeon McMillan discusses Versant, a spinoff of cable assets from Comcast Universal McMillan brings a unique perspective from working in senior...
Yet Another Value Podcast
728 Views
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