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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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Location:
United States
Joined:
23 September 2023
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bullish
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Valvoline
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15 May 2024 09:52
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Podcast
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Valvoline is a vehicle service center operator and franchisor focusing on quick lube and maintenance services, with a recent divestment of its...
Yet Another Value Podcast
129 Views
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bullish
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PAR Technology
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18 Apr 2024 21:08
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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
336 Views
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bullish
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TerraVest Industries
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14 Mar 2024 21:06
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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
219 Views
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bullish
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Constellation Software
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13 Mar 2024 09:28
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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
206 Views
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bullish
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The Gym Group PLC
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26 Feb 2024 15:09
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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
164 Views
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