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Yet Another Value Podcast
Everything we have picked from this writer, newest first.
ai July 2026 Random Ramblings
A value investor tests a three-year sell rule, reflects on missing AI and Nvidia, and weighs London takeovers against cheap stocks that…
Yet Another Value Podcast
business models $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Light & Wonder trades at 7–8x EBITDA versus roughly double for Aristocrat despite 70%+ recurring revenue, with game-launch timing, AI fears…
Yet Another Value Podcast
buybacks $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
Yet Another Value Podcast
activism $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
Yet Another Value Podcast
activism Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Adam Wyden argues Stagwell can reach $700 million of 2028 EBITDA and Driven Brands’ parts exceed its low-teens share price, despite…
Yet Another Value Podcast