MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Yet Another Value Podcast

Andrew Walker interviews investors and analysts, diving deep into specific stock pitches and special situations.

Mentions50
Episodes23
Latest episode14 Oct 2026
Lennar CorporationOctober 2026 Random Ramblings Listen · 30:5014 Oct 2026
Netflix, Inc.October 2026 Random Ramblings Listen · 1:49
+1Listen · 25:08
14 Oct 2026
IMAX CorporationOctober 2026 Random Ramblings Listen · 1:45
+2Listen · 21:27Listen · 26:48
14 Oct 2026
Fair Isaac CorporationOctober 2026 Random Ramblings Listen · 1:45
+4Listen · 20:40Listen · 22:11Listen · 23:14Listen · 26:48
14 Oct 2026
Chipotle Mexican Grill, Inc.October 2026 Random Ramblings Listen · 1:14
+2Listen · 9:19Listen · 13:21
14 Oct 2026
Starbucks CorporationOctober 2026 Random Ramblings Listen · 1:14
+2Listen · 9:15Listen · 12:46
14 Oct 2026
Solstice Advanced Materials, Inc.October 2026 Random Ramblings Listen · 7:04
+1Listen · 14:08
14 Oct 2026
Turning Point Brands, Inc.$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital Watch · 1:43
+6Watch · 2:35Watch · 26:25Watch · 1:06:48Watch · 0:25Watch · 1:43Watch · 2:36
1 Oct 2026
Lennar CorporationSeptember 2026 Random Ramblings Listen · 10:1225 Sept 2026
Shift4 Payments, Inc.$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital Watch · 1:53
+5Watch · 3:12Watch · 19:25Watch · 24:07Watch · 2:05Watch · 3:04
22 Sept 2026
Gamma Communications plcUK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares Watch · 25:33
+1Watch · 26:08
11 Sept 2026
Craneware plcUK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares Watch · 48:27
+2Watch · 48:28Watch · 51:24
11 Sept 2026
Zigup PlcUK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares Watch · 34:12
+3Watch · 1:06Watch · 33:58Watch · 53:45
11 Sept 2026
Priority Technology Holdings, Inc.Zack Buckley on $PRTH's take private Watch · 3:19
+2Listen · 3:34Listen · 5:00
10 Sept 2026
BBB Foods Inc.$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital Watch · 4:22
+3Listen · 0:59Listen · 2:41Listen · 4:51
7 Sept 2026
International Workplace Group plc$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital Watch · 42:52
+2Listen · 43:28Listen · 46:02
1 Sept 2026
KKR & Co. Inc.$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital Watch · 42:52
+2Listen · 46:07Listen · 48:48
1 Sept 2026
Limbach Holdings, Inc.$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital Watch · 3:09
+9Watch · 22:31Watch · 35:18Watch · 42:52Listen · 0:41Listen · 2:57Listen · 4:36Listen · 6:54Listen · 15:05Listen · 31:53
1 Sept 2026
Seeing Machines Limited$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro Watch · 3:56
+8Watch · 24:39Listen · 0:42Listen · 3:44Listen · 5:56Listen · 12:19Listen · 22:16Listen · 27:43Listen · 40:44
30 Aug 2026
Cogent Communications Holdings, Inc.Late August 2026 Random Ramblings-27 Aug 2026
Stride, Inc.$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners Watch · 30:38
+7Watch · 0:07Watch · 3:04Watch · 30:29Watch · 31:28Watch · 37:40Watch · 42:54Watch · 45:34
20 Aug 2026
El Al Israel Airlines Ltd.$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners Watch · 3:38
+5Watch · 24:23Watch · 3:21Watch · 8:53Watch · 21:45Watch · 26:39
20 Aug 2026
Joint Stock Company Kaspi.kz$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital Watch · 18:47
+2Listen · 19:35Listen · 21:27
17 Aug 2026
MercadoLibre, Inc.$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital Watch · 18:47
+1Listen · 19:35
17 Aug 2026
Nu Holdings Ltd.$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital Watch · 2:50
+13Watch · 40:46Listen · 0:32Listen · 3:06Listen · 10:02Listen · 11:27Listen · 12:45Listen · 18:10Listen · 21:42Listen · 24:29Listen · 25:39Listen · 27:41Listen · 29:49Listen · 37:09
17 Aug 2026
DNOW Inc.$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management Watch · 3:48
+12Watch · 0:09Watch · 3:36Watch · 5:50Watch · 8:36Watch · 12:18Watch · 13:32Watch · 23:23Watch · 29:03Watch · 30:17Watch · 34:53Watch · 37:31Watch · 38:41
14 Aug 2026
Hims & Hers Health, Inc.$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove Watch · 11:54
+13Watch · 22:33Watch · 26:32Watch · 50:12Watch · 2:00Watch · 3:28Watch · 5:56Watch · 11:39Watch · 19:00Watch · 20:12Watch · 27:18Watch · 41:59Watch · 55:44Watch · 59:15
7 Aug 2026
CoreWeave, Inc.August 2026 Random Ramblings-4 Aug 2026
Nebius Group N.V.August 2026 Random Ramblings-4 Aug 2026
Strategy IncAugust 2026 Random Ramblings-4 Aug 2026
Netflix, Inc.July 2026 Random Ramblings-27 Jul 2026
Meta Platforms, Inc.July 2026 Random Ramblings-27 Jul 2026
NVIDIA CorporationJuly 2026 Random Ramblings Watch · 14:4227 Jul 2026
Nebius Group N.V.July 2026 Random Ramblings Watch · 16:4627 Jul 2026
uniQure N.V.July 2026 Random Ramblings-27 Jul 2026
Light & Wonder, Inc.$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley Watch video24 Jul 2026
United Parks & Resorts Inc.$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin-20 Jul 2026
FMC Corporation$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity Watch · 49:5814 Jul 2026
CBIZ, Inc.$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity Watch · 2:3114 Jul 2026
Driven Brands Holdings Inc.Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital Watch · 37:007 Jul 2026
Stagwell Inc.Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital Watch · 2:447 Jul 2026
Kyivstar Group Ltd.$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds-1 Jul 2026
VEON Ltd.$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds-1 Jul 2026
MSA Safety IncorporatedPershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA-30 Jun 2026
Nexstar Media Group, Inc.$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
Meta Platforms, Inc.$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
Alphabet Inc.$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
Spotify Technology S.A.$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
Roku, Inc.$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
Fox Corporation$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026