Yet Another Value Podcast — sniff.trade

Yet Another Value Podcast

Andrew Walker interviews investors pitching specific single-name long/short theses.

9 episodes · 20 trades · 3 speakers

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TRACKED TRADES

@Yet Another Value Podcast

1w

$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley

IDEAS · 1

LNWLNWLONGLight & Wonder is growing faster than peer Aristocrat but trades at half the multiple, offering massive upside as the valuation gap closes.$85.18-2.61%›

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1w

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

IDEAS · 1

PRKPRKSLONGUnited Parks offers an 11.75% implied real estate yield and funnels 100% of free cash flow into buybacks against an 80% short interest.$43.93-3.34%›

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2w

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

IDEAS · 1

CBZCBZLONGCBIZ is an excellent compounding machine trading at nine times earnings that can unlock massive value by stopping buybacks and restarting its M&A flywheel.$54.34+35.25%›

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3w

Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital

IDEAS · 6

STGSTGWLONGStagwell is a misunderstood marketing agency trading at a 22% free cash flow yield as it exits divestitures and accelerates earnings.$8.43+11.52%›DRVDRVNLONGDriven Brands is a sum-of-the-parts steal where the Take 5 quick-lube business alone is worth more than the entire market cap.$14.03-7.92%›AZOAZOLONGAutoZone benefits from an aging car park and a structural shift toward 'do it for me' services as vehicles become too complex for DIY.$2,965-4.23%›ORLORLYLONGO'Reilly Automotive is riding a structural tailwind as the average vehicle age extends and consumers shift from DIY to professional repairs.$89.61+4.85%›

+2 more ideas →

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4w

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

IDEAS · 1

VEOVEONLONGVEON is a misunderstood digital operator hiding a 4x return as its unvalued fintech assets and $1B free cash flow target crystallize.$53.04-0.21%›

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4w

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

IDEAS · 1

MSAMSALONGMSA Safety is poised to more than double to $350 by 2030 as a lawfully mandated 10-to-15-year SCBA replacement cycle drives unpriced share gains.$189.38+10.44%›

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4w

$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest

IDEAS · 5

FOXFOXALONGFox bypasses the cash-burning streaming wars and gains massive carriage negotiating leverage by acquiring Roku's 100 million connected TVs.$58.92+17.24%›ROKROKULONGRoku's ad revenue is inflecting as it monetizes its home screen, making the acquisition a cheap 16-17x EV/FCF post-synergies.$144.35+5.13%›SPOSPOTSHORTSpotify's audio-first format imposes a structural ceiling on ARPU and CPMs compared to video platforms.$507.06-10.14%›GOOGOOGLLONGAlphabet is a perennially doubted value stock poised for a major re-rating once AI CapEx dials back, as ad impressions continue spiking.$355.56+0.99%›

+1 more ideas →

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1mo

June 2026 Random Ramblings

POSITIONS · 1

AWAndrew Walker

ABVABVXLONGBlowout efficacy with scary safety signals got misread by AI and journalists, leaving real value on the table.$123.95+31.52%›

IDEAS · 2

NWSNWSALONGAs AI commoditizes generic content, trusted news brands get paid for verified content, re-rating News Corp upward.$28.11+12.70%›HOOHOODSHORTIf gameable thin liquidity and ambiguous resolution break prediction markets, Robinhood's hottest growth line deflates.$84.97+8.77%›

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1mo

$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital

IDEAS · 1

WMGWMGLONGContent IP holders compound past distributors; pricing power and re-routable catalogs re-rate the rightsholder.$26.33-8.13%›