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Yet Another Value Podcast

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

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bullish•Stevanato Group
•10 May 2026 03:34•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...

•04 May 2026 18:19•Podcast

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...

bullish•DraftKings
•23 Apr 2026 13:26•Podcast

Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG

DraftKings is an online sports betting operator that has experienced growth but faced challenges, with its stock price declining and concerns about...

bullish•Clear Secure
•06 Apr 2026 14:46•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...

•17 Mar 2026 16:00•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...

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