$LBTYK: Can Liberty Global Finally Spin to Win? | Stock Spin-Off Investing's Rich Howe
Rich Howe of Stock Spin‑Off Investing argues that Liberty Global (LBTYK) is cheap on a sum‑of‑parts basis and stands to unlock value through an imminent Ziggo spin‑off and a little‑known venture portfolio. He contends the spin will crystallize cash‑flow and give investors a clearer picture of the company’s true worth. Host Andrew pushes back, reminding listeners of Liberty’s history of spin‑off hype that rarely translates into market gains. The episode is sponsored by AlphaSense, which promotes its AI Playbook for faster earnings analysis.
$STVN: Are Oral GLP-1s Really a Death Blow? | Aurelion Research's Leo Trudel
Stevanato Group (STVN), a leading supplier of glass vials and pre‑filled syringes for GLP‑1 therapies, saw its shares slide amid speculation that oral GLP‑1 formulations could erode demand for injectable delivery. Analyst Leo Trudel argues this view overlooks continued growth...
Basics for Using Claude Cowork with Investing
The author shares a step‑by‑step guide to using Anthropic's Claude Cowork for investment research. By creating "projects" that remember prompts, rules and past analysis, investors can automate tasks like currency conversion and insider‑buy alerts. The workflow emphasizes iterative prompting, detailed project...
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas
In a recent episode of the Yet Another Value Podcast, analyst Deiya Pernas examined Sprout Social (SPT) amid the ongoing SaaS sell‑off. The conversation dissected Sprout’s platform strengths, API complexity, integration depth, and AI‑related risks, questioning whether the market is undervaluing...
I Spent 45 Minutes Building the AI that Might Replace Me
An investor built a custom AI idea‑generation tool in under 45 minutes using Claude Cowork, automating weekly stock ideas and learning from feedback. The system now surfaces micro‑cap spinoffs, activist targets, and other niche opportunities, outperforming its early iterations. While...
Drilling Into LandBridge's Value with Chadd Garcia $LB
In a recent episode of the Yet Another Value Podcast, Chadd Garcia breaks down LandBridge’s (ticker $LB) land‑based royalty model, emphasizing surface rights, produced‑water handling, and infrastructure as core revenue drivers. He details the company’s expansion through pore‑space growth, strategic...
An Ugly Headline… and a Clean (Premium) Setup
Recent geopolitical tension and surprisingly high core inflation have driven market volatility to elevated levels, inflating option premiums across major indices. The author spotlights a clean premium opportunity by selling a short‑dated, out‑of‑the‑money call spread on the S&P 500. The structure...
A Slightly Different (Premium) Thesis
The author proposes a nuanced premium‑valuation thesis that deviates from conventional high‑growth narratives. While the potential upside is modest compared with prior ideas, the investment case rests on differentiated catalysts such as pricing power, niche market positioning, and incremental margin...
A (Premium) Dislocation
In this episode, the host examines a "premium dislocation" in the market, arguing that certain high‑quality assets are trading at unusually low valuations relative to their historical norms. Drawing on years of industry experience, they outline the structural factors—such as...