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.

Mentions4
Episodes2
Latest episode7 Jul 2026
Driven Brands Holdings Inc.Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital7 Jul 2026
Stagwell Inc.Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital7 Jul 2026
Kyivstar Group Ltd.$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds1 Jul 2026
VEON Ltd.$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds1 Jul 2026