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Yet Another Value Podcast
@yetanothervaluepodcast ↗
11.5K subscribers · 447 videos · Started 2020-08
Long-form interviews with sharp value and event-driven investors on the actual ideas they're working on today. Founded in 2020 and hosted by Andrew Walker (Yet Another Value Blog) with a bias toward special situations, spinoffs, mergers, and the quirky stuff most podcasts skip. Nothing here is investing advice. https://yetanothervalueblog.com Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
Fact11.5K subscribers · 12 US-stock videos in the last 90 days
RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Sep 13 13:02
$PRIBullish2026-09-101 entryPRI is significantly undervalued relative to its strong cash flow and growth; the current take-private bid is inadequate, but the stock offers high upside potential via a revised deal or re-rating.
$PRTHBullish2026-09-101 entryPRTH is undervalued; trading at 4-5x FCF despite high-margin recurring treasury revenue driving majority of value.
$COSTNo side taken2026-09-071 entryCostco is a strong, mature company with rapid growth, but its 40x P/E makes it unattractive for new buying despite holding existing positions.
$TBBBBullish2026-09-071 entryTBBB's massive store expansion (3,500 to 15,000) drives future profits, making it a strong long-term buy despite high current valuation.
$IWGBullish2026-09-011 entryIWG is an AI beneficiary; workforce productivity gains will drive companies to reduce headcount and prefer short-term rentals over long-term leases, increasing the share of office space on short-term rental basis significantly over time.
$KKRBullish2026-09-011 entryKKR is a durable mega-alt beneficiary of AI-driven consolidation and underpenetrated Asian/European markets; reinitiated at attractive price.
$LMBBullish2026-09-011 entryLMB is undervalued relative to its current operations, providing a margin of safety while retaining upside from potential data center exposure and M&A.
$SEENBullish2026-08-301 entrySEEN offers an asymmetric return due to market mispricing of its DMS duopoly position; current valuation (~11x FCF) ignores explosive growth potential from regulatory mandates in Europe (now) and Japan/US (2030).
$SIMNo side taken2026-08-301 entrySIM has margin of safety and upside potential from licensing/fleet, but carries high risk due to management execution/timing issues.
$ELBullish2026-08-201 entryEL is a buy; current valuation offers downside protection via assets and warrants re-rating to peer multiples.
$ELALBullish2026-08-201 entryELAL is a high-quality, underfollowed asset trading cheaply (2.3x EV/EBITDA) with strong downside protection due to net cash, owned fleet, and loyalty program value; wartime monopoly dynamics provide asymmetric upside.
$LRNBullish2026-08-201 entryBullish on LRN; fundamentals remain strong despite CEO change and AI concerns.
$MUBullish2026-08-201 entryMarket undervalues MU's balance sheet strength due to shift from 2x leverage to 1x net cash.
$MELIBullish2026-08-171 entryMELI is a strong business currently undervalued after being overvalued in 2021; future performance is expected to recover.
$NUBullish2026-08-171 entryNU is a high-conviction long-term buy due to its tech-like efficiency, strong founder-led culture, and significant growth runway in Latin America beyond just acquiring new customers.
$DINOBullish2026-08-141 entryDINO trades at an attractive valuation relative to its historical free cash flow yield, offering significant upside potential through multiple expansion and capital allocation efficiency.
$DNOBullish2026-08-141 entryDNOW benefits from utility/refinery/data center capex cycle over next 5 years due to strategic positioning (incl. MRC).
$DNOWBullish2026-08-141 entryDNOW's post-merger integration completion and exploding free cash flow support a bull thesis where the stock could double by 2029.