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

Golden Entertainment, Inc. operates as a diverse gaming company. The Company offers casino, distribute gaming, and lottery services. Golden Entertainment serves customers in the United States.

<ul><li>The deal involving Golden Entertainment needs to be restructured to ensure fairness for all shareholders</li><li>The deal could result in a $300 million wealth transfer from minority shareholders to management</li><li>The situation at Golden Entertainment is compared to a heist, with a smoking gun analogy used to highlight the circumstantial evidence of potential unfairness in the deal.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The deal involving Golden Entertainment needs to be restructured to ensure fairness for all shareholdersThe deal could result in a $300 million wealth transfer from minority shareholders to managementThe situation at Golden Entertainment is compared to a heist, with a smoking gun analogy used to highlight the circumstantial evidence of potential unfairness in the deal.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Shining a light on Golden Entertainment's "wealth transfer" $GDEN

Remitly Global Inc provides financial services. The Company offers online money transer and payment solutions. Remitly Global serves customers worldwide.

<ul><li>The podcast discusses remitly, a digital remittance provider, and its potential for growth and investment opportunities.</li><li>Mario Savelli from Marathon Partners shares insights on remitly's business model and growth prospects compared to other companies like Wise.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The podcast discusses remitly, a digital remittance provider, and its potential for growth and investment opportunities.Mario Savelli from Marathon Partners shares insights on remitly's business model and growth prospects compared to other companies like Wise.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY

Basic-Fit N.V. operates health and fitness clubs. The Company offers gyms, spa, group lessons, and health counseling services. Basic-Fit conducts business in the Netherlands, Belgium, Luxembourg, France, and Spain.

<ul><li>Basic Fit is the largest European gym chain, similar to Planet Fitness</li><li>Basic Fit has faced challenges in meeting numbers due to opening gyms during the COVID pandemic, leading to a negative investor sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Basic Fit is the largest European gym chain, similar to Planet FitnessBasic Fit has faced challenges in meeting numbers due to opening gyms during the COVID pandemic, leading to a negative investor sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT

Molina Healthcare Inc. is a managed care organization.  The Company arranges for the delivery of health care services to persons eligible for Medicaid and other programs for low-income families and individuals.  Molina Healthcare has health plans in California, Washington, Utah, and Michigan, as well as primary care clinics located in Northern and Southern California.

Molina Healthcare is a managed care organization specializing in Medicaid plans, with a market share of about 6% of the US population in MedicaidThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Molina Healthcare is a managed care organization specializing in Medicaid plans, with a market share of about 6% of the US population in MedicaidThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Thunderbird Entertainment Group / Equity Bottom-Up

Thunderbird Entertainment Group, Inc. engages in the multi-platform media production, distribution, and rights management. The firm is also involved in the development, production, and distribution of film and television programming for domestic and international markets. It creates scripted, factual, and animated programming for direct-to-consumer platforms. The company was founded on April 25, 1969 and is headquartered in Vancouver, Canada.

Thunderbird Entertainment Group (TBRD CN)

<ul><li>Thunderbird Entertainment is a highly illiquid Canadian stock with a market cap of $75 million CAD, traded at low volumes.</li><li>Sofon Capital Research is interested in microcap companies like Thunderbird, defining them as high quality businesses at fair to great prices.</li><li>Thunderbird is considered a very good business at an outstanding price, trading at less than 2x next 12 months EBITDA, making it an attractive investment opportunity.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Thunderbird Entertainment is a highly illiquid Canadian stock with a market cap of $75 million CAD, traded at low volumes.Sofon Capital Research is interested in microcap companies like Thunderbird, defining them as high quality businesses at fair to great prices.Thunderbird is considered a very good business at an outstanding price, trading at less than 2x next 12 months EBITDA, making it an attractive investment opportunity.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sophon Capital's Thunderbird Entertainment Thesis $TBRD

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